| Tax Services for Individuals | Indicative Prices including GST |
|---|---|
|
Standard Individual Tax Return (Salary/Wage Earner)
For individuals with employment income, basic deductions, and standard sources of income (e.g., bank interest, some dividends, managed funds). Includes templates, checklists, and a meeting to finalize and lodge the return.
|
$250.00 |
|
Complex Individual Tax Return (Advanced Deductions & Professionals)
For individuals with high-value, complex deductions (e.g., motor vehicle expenses, self-education, depreciation), or those in specialist professions. Requires more time and expertise.
|
$300.00 |
|
Trust & Investment Income Reconciliation
For individuals receiving income from trusts or investment portfolios where no tax summary is provided, or reconciliation is required.
|
$125.00 |
|
Contractor & Personal Services Income (PSI)
For typical contractors with a primary income source who maintain a compliant cash journal or transaction list.
|
$150.00 |
|
Sole Trader Tax Return – Non-GST Registered
For sole traders not registered for GST. Excludes bookkeeping or account rework. Note: Bookkeeping or data entry is billed separately at $77/hour.
|
$350.00 |
|
Sole Trader Tax Return – GST Registered
For GST-registered sole traders who prepare their own Business Activity Statements (BAS).
|
$550.00 |
|
Annual GST Return Preparation
Preparation and lodging of Annual GST Return.
|
$250.00 |
|
Foreign Income & Tax Residency Assessment
Includes income from overseas sources and residency status evaluation. Can range from simple to highly complex.
|
$250.00 |
|
Rental Property Schedules
Includes agent statement review and our checklist summary. Applies per property. And Fees can be shared between co-owners
|
$250.00 |
|
Rental Property – Detailed & Complex Cases
For holiday homes, private rentals, or new investments requiring detailed schedules.
|
$250.00 |
|
Capital Gains – Shares
Preparation of capital gains tax schedules for share transactions. Price based on transaction volume and complexity.
|
$200.00 |
|
Capital Gains – Property
For sale of real estate where original cost base details are supplied.
|
$350.00 |
|
Amended Tax Return
Corrections or adjustments to previously lodged tax returns. Total fees may vary based on time and complexity.
|
$220.00 |
|
Client Update (CU) Form & Advisory
For clients not lodging a tax return but needing financial/tax advice.
|
$120.00 |
|
ATO Correspondence & Admin Support
Includes emails, phone calls, ATO documents (e.g. payment slips), and document redistribution.
|
$115.00 |
| Business Tax & Accounting Services | Indicative Prices including GST |
|---|---|
|
Partnership Tax Return
Preparation of the annual set of accounts (ledgers, journals, reconciled financials) based on transaction volume and complexity. Includes a consultation to review the accounts and plan ahead. Note: Additional fees apply for BAS, GST, PAYG, FBT, and Super reporting.
|
$1100.00 |
|
Company Tax Return
Annual company tax return with full account preparation. Includes consultation for annual review and strategic planning. Note: BAS, GST, PAYG, FBT, and Super reporting are charged separately.
|
$1500.00 |
|
Trust Tax Return
Full preparation of trust accounts and tax return, including ledgers, journals, and reconciled financials. Custom Pricing: Based on transaction volume and complexity. Consultation included. Contact to discuss your requirements.
|
$1100.00 |
|
SMSF (Self-Managed Super Fund) Tax Return
Includes complete annual financials and tax return for SMSFs. Includes review consultation and financial planning for the fund, plus disbursements.
|
$1800.00 |
|
SMSF Audit
Mandatory annual audit of SMSF by an independent registered auditor.
|
$575.00 |
|
SMSF Asset Valuation Report
Third-party asset valuation report for SMSF compliance. Fee: Based on external quote
|
$1000.00 |
|
SMSF Actuarial Report
Required for funds with both pension and accumulation accounts.
|
$300.00 |
|
Initial Business Consultation
The first 15 minutes are complimentary for companies and partnerships. Thereafter, time-based consultation fees apply. Billing: Per hour after 15 minutes (free)
|
$15.00 |
|
Establishment of Private Company (Pty Ltd)
Complete setup of a proprietary limited company. Includes ASIC disbursements, ATO registrations (ABN, TFN, GST, PAYG), and Workers’ Compensation. Includes initial consultation.
|
$2350.00 |
|
Establishment of Discretionary / Unit Trust
Setup of a Discretionary or Unit Trust for trading or family purposes. Includes trust deed, ASIC disbursements, consultation, and ATO registrations (ABN, TFN, GST, PAYG, Workers' Comp). Trustee company establishment fee: $990 (if applicable)
|
$3200.00 |
|
NSW Trust Deed Stamping
Stamp duty processing for NSW trust deeds. For trusts established in NSW.
|
$990.00 |
|
Establishment of SMSF (Self-Managed Super Fund)
Setup of an ATO-regulated SMSF with a private company as trustee. Includes ASIC disbursements, consultation, and ATO registrations (ABN, TFN, GST). Only for non-geared investments.
|
$3000.00 |
|
Establishment of SMSF Property (Custodian) Trust
Includes a custodian deed and private company setup for geared property investments via SMSF.
|
$3000.00 |
|
Custodian Deed Stamping
Stamping service for property custodian deeds.
|
$990.00 |
|
Pay Run Processing
Processing of employee wages, including payslip generation, tax withholding, and leave tracking. Ideal for businesses with regular staff payroll. Per employee.
|
$20.00 |
|
Superannuation Setup & Compliance
Setting up super funds for employees, ensuring contributions are calculated correctly and lodged on time, in compliance with ATO standards. Note: Includes quarterly superannuation preparation and reporting.
|
$120.00 |
|
Payroll Compliance Audit
Comprehensive review of payroll system, pay rates, tax deductions, and entitlements to ensure full Fair Work and ATO compliance. Note: Recommended annually or when onboarding new payroll software.
|
$115.00 |
|
BAS Amendments
Corrections to lodged or self-prepared BAS, often identified during tax prep.
|
$220.00 |
|
Bookkeeping & Accounting System Health Check
Comprehensive review of bookkeeping and accounting systems, with a written report and compliance risk recommendations.
|
$330.00 |
|
Fringe Benefits Tax (FBT) & Payroll Advisory
Guidance on salary packaging, FBT, super guarantee, and payroll tax compliance. Billing: Time charged (hourly)
|
$160.00 |
|
Regulatory Form Preparation & Submissions
Includes ABN/GST registrations, ASIC forms, payment plans, and penalty remission requests. Billing: Time charged (hourly)
|
$25.00 |
|
Business Activity Statements (BAS) Preparation
Preparation and lodging of BAS based on business size and accounts complexity. Note: Bookkeeping, data entry, and reconciliation are charged at $77/hour.
|
$260.00 |
|
Financial Reports, Budgeting & Cash Flow Analysis
Support with cash flow planning, budget forecasts, and preparing reports for internal or external use. Billing: Time charged (hourly)
|
$25.00 |
|
ATO Dispute & Ruling Support
Assistance with private rulings, ATO objections, and audit support. Billing: Time charged (hourly)
|
$25.00 |
|
Replacement Tax Return Copy (Print & Dispatch)
Printing, packaging, and mailing of previously lodged returns and schedules. Billing: Time charged (hourly)
|
$25.00 |
|
Accountant’s Letter (Loan or Rental Support)
Formal letters supporting rental or loan applications, with copies of your tax documents. Billing: Time charged (hourly)
|
$25.00 |
