Services & pricing

Pricing is indicative only, and will vary depending on your specific circumstances. Please get in touch for a personalised quote. All prices exclude GST.

Individuals

You, your spouse and your children, including sole traders and investors.

  • Individual tax return

    From $350 p.a. + GST

    • Salary and wage earner.
    • Additional costs apply for more complex tax affairs, such as where additional schedules are required, e.g. rental properties, capital gains tax events, share investing.
  • Sole trader tax return

    From $1,000 p.a. + GST

    • Simple businesses structured as a sole trader.
    • Additional costs apply for more complex businesses (usually where revenue exceeds $75k).

Trading company

Companies running the family business, and the compliance that comes with them.

  • Financial statements & tax return

    From $2,200 p.a. + GST

    • Non-individual trading entity such as a company or trust.
    • Additional costs apply for more complex businesses.
    • Reduced pricing applies for non-trading entities.
  • Business activity statements (BAS)

    From $300 + GST

    • Periodic reporting of GST, PAYGW, PAYGI and other taxes such as FBT instalments and fuel tax credits as required with the ATO.
  • ASIC agent

    From $300 p.a. + GST

    • Attendance to your company's secretarial requirements and annual reviews as required by the Australian Securities and Investments Commission (ASIC).
  • Company establishment

    From $1,500 + GST

    • Company incorporation and constitution (includes ASIC fee).
    • Initial registrations such as ABN, GST and TFN as required.
    • Supply of bank opening kit.
    • Liaising with ASIC, the ABR and ATO.
  • FBT returns

    Contact for a quote

    • Fringe benefits tax returns where required.

Family trust

Discretionary and other trusts holding the business, investments or both.

  • Financial statements & tax return

    From $2,200 p.a. + GST

    • Non-individual trading entity such as a company or trust.
    • Additional costs apply for more complex businesses.
    • Reduced pricing applies for non-trading entities.
  • Trust establishment

    From $1,100 + GST

    • Trust establishment, including trust deed and stamping with the SRO.
    • Note that additional costs apply where the trustee is a company.

Investments & advice

Property, shares, capital gains and how the whole group should be structured.

  • Consulting

    From $250 p.h. + GST

    • Tax planning & advice
    • Capital gains tax (CGT) advice & calculations
    • Investment property tax advice
    • Business structuring advice
    • New business consultations

Bookkeeping & Xero

Keeping the books right all year, in Xero.

  • Bookkeeping

    Contact for a quote

    • Bank reconciliations, payroll processing, debtor and creditor reconciliations etc.
    • Pricing will vary drastically depending on your specific needs.
  • Payroll support

    Contact for a quote

    • Including Single Touch Payroll (STP), the ATO’s system for reporting wages and super each pay run.
  • Xero setup, training & support

    Contact for a quote

    • Setting up Xero, accounting software support and training. Jared is a Xero Partner & Certified Advisor.

Not sure which boxes are yours?

Most family groups need a few of these at once. Book a free intro call, or draw your group and we'll put together a personalised quote.