Individual tax return
For employment income, interest or dividends, and common deductions. Rental properties, capital gains, business income or other tax schedules may require additional work and affect the fee.
The fees below are starting fees for common services and basic matters. Before starting, we’ll review the information and supporting documents available and discuss the fee or fee range with you. Complex matters or additional work may affect the final fee. We’ll explain any additional fees and agree on them with you before proceeding.
For employment income, interest or dividends, and common deductions. Rental properties, capital gains, business income or other tax schedules may require additional work and affect the fee.
Includes a review of the records you provide and preparation of your individual tax return and a standard business schedule. The starting fee assumes your records are organised and you have minimal deductions. Bookkeeping, BAS/GST work and substantial record reconstruction are not included and may incur an additional fee if requested.
Includes reviewing the records you provide and preparing the company’s annual financial statements and tax return. The starting fee assumes transactions are clearly recorded and supporting documents are available. Transaction volume or complexity may affect the fee.
Includes reviewing the records you provide and preparing the trust’s financial statements and tax return. The starting fee assumes organised records. Transaction volume or complexity may affect the fee.
Includes reviewing the records you provide and preparing the partnership’s financial statements and tax return. The starting fee assumes organised records. Transaction volume or complexity may affect the fee.
Includes preparation of the annual financial statements and SMSF annual return. Transaction volume or complexity may affect the fee. Work outside these services will be discussed and quoted separately if requested. The independent annual audit is arranged with an external auditor. The audit fee is separate and agreed before the audit proceeds.
For BAS preparation and lodgement. Transaction volume, record quality, and any bookkeeping or reconciliation work required may affect the fee.
One-off setup assistance for sole traders and small companies. Includes help with ABN, GST and PAYG registrations where applicable, plus an initial checklist of record-keeping and tax/BAS obligations. Company incorporation and ASIC fees are not included and may incur additional charges if requested.
Clear financial reporting prepared to suit the nature and needs of your business.