There’s nothing worse than getting hit with a bill every time you email your accountant. That’s why we have created customisable tax and accounting packages so you know, up front, how much the job will cost. All it takes is three easy steps:
- Choose a package that best suits you and your needs
- Select any additional services you may require including bookkeeping, activity statements or payroll.
- Submit your custom package proposal to get started!
Need more than just your personal accounting and tax? Our business development and xero packages might be for you.
Sole Trader or Partnership
Includes all calls and correspondence.
Preparation of FBT return if required will be priced separately.
From$120Monthly
- Review of information provided for accuracy and quality
- Preparation and reconciliation of asset register / depreciation schedule
- Preparation and reconciliation of lease, hire purchase and chattel mortgage facilities
- Review loan accounts
- Capital gains tax calculations
- Reconciliation of wages, PAYG and GST
- Assistance with your Payroll reconciliation
- Reviewing compliance for Superannuation Guarantee
- Preparation of financial statements as at 30 June
- Annual tax planning to provide certainty about your end of year tax position
- Prepare and lodge your income tax return
- Review of all ATO correspondence received
- Meeting to discuss final income tax return and tax position
Company or Trust
Includes all calls and correspondence.
Preparation of FBT return if required will be priced separately.
From$200Monthly
- Review of information provided for accuracy and quality
- Preparation and reconciliation of asset register / depreciation schedule for the period
- Preparation and reconciliation of lease, hire purchase and chattel mortgage facilities
- Review loan accounts
- Review and manage all compliance obligations
- Capital gains tax calculations
- Reconciliation of wages, PAYG and GST
- Reviewing compliance for Superannuation Guarantee
- Preparation of financial statements as at 30 June
- Annual tax planning to provide certainty about your end of year tax position
- Prepare and lodge your income tax return
- Review of all ATO correspondence received
- Meeting to discuss final income tax return and tax position
Self-Managed Super Fund
Includes all calls and correspondence.
From$200Monthly
- Summarising, reconciling and processing your banking and other financial records for the year
- Preparing your financial accounts including member statements
- Preparation and lodgement of your income tax return
- Review of all ATO correspondence received
- Attending to the application for an Actuarial (if required)
- Preparation of pension statements, reports and correspondence (if required)
- Maintaining, reviewing and updating your investment register
- Reviewing and advising you regarding the superannuation surcharge payable
- Reviewing your compliance for superannuation guarantee
- Checking your Superannuation Co-Contribution Payment Advice
- Arranging for completion of the fund audit
- Discussions with you regarding your investment strategies, retirement strategies, pension entitlements, ETPs and future taxation implications
