| Tax Services for Individuals | Indicative Prices including GST |
|---|---|
|
Individual Tax Return – Salary / Wage Earner
This includes claiming some deductions, rebates and other sources
of income e.g. bank interest, some dividends, managed fund annual statement. Also
includes pre-meeting support, checklists, templates, and a 30-40 min. meeting to
finalise your return to lodge on the same day.
|
From $200 |
|
With Complex, Extensive or High-Value Deductions
Special professionals; individual tax returns that by their
nature require additional time and expertise. Includes MV, self education and
depreciation schedules
|
Add from $100 to $500 |
|
Income from Trusts and Portfolios where a tax summary has not been
provided or where a reconciliation is required.
|
Add from $75 |
|
Personal Services Income
For a typical contractor with a primary source of income, who
records their own income and expenses in a compliant cash journal or transaction
listing.
|
Add from $121 |
|
Sole Trader, Not Registered for GST Business
Schedules
Doesn’t include bookkeeping or accounts re-preparation.
Bookkeeping/data entry and bank reconciliation is charged at $77 per hour.
|
Add from $330 |
|
Sole Trader, registered for GST with self prepared
Business Activity Statements.
|
Add from $450 |
|
Annual GST Return
|
From $220 |
|
Foreign Income Schedules & Tax-Residency Issues
Can be simple or very complex.
|
Add from $220 |
|
Rental Property
With accompanying agent statement and totals recorded on our
checklist. Fees can be shared between owners, e.g. one property with two owners.
|
Add $220 per property |
|
With detailed schedules, privately rented or holiday homes, new
investments. Fees can be shared between owners e.g. one property with two owners.
|
Add $220 per property |
|
Capital Gains for Shares
Fees depend on complexity and volume
|
Add from $165 |
|
Capital Gains for Property
With original costs, in an asset register, provided by you
|
From $300 |
|
Amended Tax Return
A minimum fee applies, however total fees can be time based
|
From $150 |
|
Client Update (CU) Form
If not required to lodge a tax return, includes provision of
advice
|
From $55 to $150 |
|
Variation of Instalments
|
$20 |
|
Emails, phone calls and incidentals related to
completing and lodging your tax return, ATO Payment slips, ATO Correspondence,
Additional Distribution of documents.
|
$110.00 per transaction |
| Business Tax & Accounting Services | Indicative Prices including GST |
|---|---|
|
Company, Partnership or Trust Tax Return
Includes preparation of Annual Set of Accounts with ledgers, journals and reconciled financial statements, depending on no of transactions & complexity.
|
Partnerships From $990 |
|
Includes a consultation to review the annual accounts and plan for the year ahead.
|
Companies - From $1,320 |
|
Additional fees apply for: BAS, Annual GST, PAYG, FBT and Super reporting statements.
|
Email us your requirements and request a call to discuss |
|
SMSF Tax Return
Includes preparation of Annual Set of Accounts with ledgers, journals and reconciled financial statements, depending on no of transactions & complexity.
Includes a consultation to review the annual accounts and plan for the year ahead.
|
From $1,500 (Single Property) |
|
Audit of SMSF (Disbursements for Auditor fee).
|
From $550 to $1,500 |
|
Asset Valuation Report
|
Third party quote |
|
Actuarial Report (Disbursements for Actuarial Report).
|
From $220 |
|
Initial Consultation
The first 15 minutes are complimentary (companies and partnerships only) to establish whether we’re a good fit for your business, after which time a time-based fee is charged
|
Per hour |
|
Establish Private Company (Pty Ltd)
Includes ASIC disbursements, a consultation and ATO registrations. Registrations included ASIC, ABN, TFN, GST, PAYG and Workers Compensation
|
From $2,300 |
|
Establish Discretionary/Unit Trust
As trustee and a establishing a Trust (trading, family trust) with standard trust deed. Includes ASIC disbursements, a consultation and ATO registrations. Registrations included ASIC, ABN, TFN, GST, PAYG and Workers Compensation
|
From $2,950 |
|
NSW Trust Deed Stamping
|
$990 |
|
Establish Self-Managed Superannuation Fund, ATO Regulated, Includes Private Company (Pty Ltd)
As trustee for the SMSF. Includes ASIC disbursements, a consultation and ATO registrations. Registrations included ASIC, ABN, TFN, GST. (non-geared investments only)
|
From $2,800 |
|
Establishing a Property (Custodian) trust including a private company and custodian deed for geared investments in a SMSF.
|
From $2,500 |
|
Custodian Deed Stamping
|
$990 |
|
Business Activity Statements (BAS)
A minimum fee applies, however total fees can be time based
Bookkeeping/data entry and bank reconciliation is charged at $77 per hour
|
Typically between $250 and $660 |
|
Payroll $20 per employee per payrun
Quarterly Superannuation Preparation
|
$110 |
|
BAS Amendments
Correction of activity statements including those required to correct self prepared statements reconciled during the preparation of individual tax returns
|
From $165 |
|
Bookkeeping & Accounting System Health Check
Includes a written report with recommendations for improving your business’s tax compliance and reducing risk of ATO audit
|
$330 per hour |
|
Fringe Benefits Tax (FBT), payroll, salary packaging, superannuation guarantee, GST advice
|
Time Charged |
|
Preparing and lodging ABN and GST related registration forms, ASIC forms, seeking penalty remissions, applying payment plan and etc
|
Time Charged |
|
Cash flow analysis and budgeting, preparation of financial reports
|
Time Charged |
|
Application for a private ruling; objection to an ATO decision; assisting with an audit
|
Time Charged |
|
Collating, printing and sending you a ‘replacement copy’ of your tax return and related schedules
|
Time Charged |
|
Writing a letter to support your loan or rental application, provided with copies of your tax documents or any other Accountants Letter
|
Time Charged |
|
Staff Rates
|
|
|
PARTNER
Compliance
|
$350 per hour |
|
Advisory
|
$450 per hour |
|
MANAGER
Compliance
|
$350 per hour |
|
Advisory
|
$450 per hour |
|
SENIOR
Compliance
|
$250 per hour |
|
ACCOUNTANTS
Compliance
|
$150 per hour |
|
Bookkeeping
|
$150 per hour |
|
PRACTICE MANAGER
|
$175 per hour |
|
GENERAL ADMIN
|
$85 per hour |