Our Pricing & Services

We take away the stress of managing your business tax and finances

Our Pricing & Services

All prices are in AUD, include GST, and where relevant, are dependent on providing all information requested. Extra charges may apply if all relevant information is not provided.
All prices are subject to change without notice.

Bundle any combination of services together, and pay a fixed amount monthly as a package subscription.

Advantages to you:

Single monthly payment – no surprises and good for cashflow
Don’t pay for anything you don’t need
Packages include 2 hours per year support via email, phone and Zoom to use as you like, for questions, queries and other ad-hoc requests. More hours can be added to your package, or purchased as you go.

Tax and Accounting

Basic tax return - $275.00

Includes: wages, interest, deductions

Add-ons Total price is $275.00 plus any add-ons below:
Rental property Price is per property, not per person if the property is held jointly	$275.00
Dividends If a broker statement is provided If a broker statement is not provided	$33.00 for unlimited companies $33.00 for five companies or part thereof
Managed funds	$33.00 per fund
Foreign income Not part of a managed fund distribution	$55.00
Foreign rental property Price is per property, not per person if the property is held jointly	$330.00
Capital Gains Tax (CGT) on sale of property	from $330.00
Capital Gains Tax (CGT) on sale of investments CGT on sale of shares, managed funds and other financial investments Not as part of a managed fund distribution If a broker statement is provided If a broker statement is not provided	$88.00 from $88.00 per parcel sold

Includes wages, interest and deductions where required.

Note these prices do not include financial statements. See company / trust / partnership pricing if you would like financial statements to be prepared. Unsure? Contact us to discuss further.

From $550.00

Small side hustle businesses may be cheaper depending on scope of work.

If you are using desktop software (ie, not cloud based or online), Excel, paper cashbooks, or no software at all – it can often be more cost effective to move to Xero and/or to package bookkeeping and BASs with your tax return preparation.

We can help you with this.

Pricing includes (where relevant to you):

Financial statements
Income tax return
Group tax summary
Full GST reconciliation
Checklist of information required to start work
Personalised calendar of lodgements and payments for the next 12 months

From $2,750.00

We can help you with this.

BASs, if registered for GST and packaged with bookkeeping	$275.00 each
BASs, if registered for GST and not packaged with bookkeeping	from $385.00 each
Monthly IASs (reporting wages only) This is for those who report wages monthly and GST quarterly	$110.00 each

TPAR preparation and lodgement with the ATO – from $137.50

May be required for businesses in the following industries:

Building and construction
Cleaning
Road freight and courier services
Information technology
Security, investigation and surveillance services

If you are in Queensland and have a QBCC licence, why not bundle it with our QBCC Trade package?

If you are unsure whether you need to lodge a TPAR, contact us to discuss further.

Bookkeeping prices are dependent on the volume and complexity of transactions and are by monthly subscription.

Prices include:

Monthly transaction allocations from the bank feed
Monthly bank reconciliations
Invoice and expense matching
Monthly depreciation entries where required
Monthly allocation of interest on loans where required

All bookkeeping uses Xero and Dext receipt capturing software.

Bookkeeping prices do not include Xero subscriptions.

The prices below are examples of monthly bookkeeping costs. Contact us for a customised quote.

Small 100 transactions per month	$308.00 per month
Medium 250 transactions per month	$514.25 per month
Large 600 transactions per month	$1,023.00 per month

While we don’t offer payroll processing, we can help with:

PAYG Withholding registration with the ATO
If you have a company or trust – why you should put yourself onto payroll
How to set up payroll and employees in Xero, including linking to the ATO for Single Touch Payroll (STP)
What information do you need to collect from new employees, what information do you need to give to them, and how to do all of this efficiently
How to process payruns in Xero
How (and when) to pay super for your employees
How to identify if you need to pay super for your contractors, and then how (and when) to pay it for them
Process and efficiency improvements
What documentation to keep, and how best to keep it
How to determine if you need to register for payroll tax

If your payroll is complex, or you would like to outsource it for any reason, I can provide referrals and recommendations for a qualified and registered bookkeeper.

Advice and Support

Package includes all questions, queries and assistance by phone, email or Zoom as you choose.

Half an hour per year is included with all monthly subscription packages.

Otherwise, hours can be purchased stand-alone or bundled with other services:
5 hours	$1,100.00 (20% discount off normal hourly rates)
10 hours	$1,925.00 (30% discount off normal hourly rates)
20 hours	$3,300.00 (40% discount off normal hourly rates)

Purchased hours can be used however and whenever you like. Any unused hours are not refundable and don’t roll over.

Questions, queries and all other ad-hoc work is charged at $275.00 per hour if a support package has not been purchased or included in a monthly subscription.

From $550.00

This is an estimate of your group’s tax position for the year, and is usually done in April or May. It can be very helpful for budgeting and planning purposes, and to determine what can be done prior to year end to reduce your tax amount payable.

Tax planning is strongly recommended for those with trusts, as trust law requires distributions to be determined prior to 30 June each year (ie, how much profit is distributed to each beneficiary). Tax planning is recommended prior to drafting the annual distribution resolution, to determine the optimum distribution amounts and keep tax paid across the group as low as possible.

Includes:

Calculation of estimated tax position for the year
Options for legally keeping tax payable across your group to a minimum
Comprehensive report
Zoom or phone meeting to discuss available options and scenarios

Custom Xero training specific to your needs.

Ask as many questions as you like.
One-on-one or as a group.
Xero training can be structured as one session or split over several sessions, depending on your preference.

All sessions are recorded so you can refer back to them later.

If you are new to accounting software, you should allow 2-3 hours initially.

We also offer one-off sessions at any time, for those with some experience or who have specific questions or issues you would like help with.

$275.00 per hour.

Xero training can also be included in our Startup Package.

$Free!

Don’t let paperwork take over your life!

Not entirely happy with your current software and processes?
Bookkeeping, invoicing, admin, and general paperwork taking too much time?
Too much manual handling and data entry?
Thinking there surely must be a better way?

We can also discuss your business processes as a whole, with the goal of streamlining everything and getting you back more of your time.

Book a time that suits you for a complementary discussion

Trade & Construction

Includes:

Quarterly review to ensure on-going compliance with QBCC minimum financial requirements – not meeting these requirements can result in QBCC suspending your licence – don’t let this become a problem for you!
Preparation of QBCC annual report
Preparation of Taxable Payments Annual Report (TPAR) where required

Pricing depends on your QBCC licence category:
SC1 and SC2	from $420.00
Categories 1-3	from $690.00
Categories 4-7	from $965.00

Why not bundle this with year end financial statements and tax return preparation or BASs and bookkeeping?

QBCC requires a Minimum Financial Report to be prepared by an accountant where you want to:

Apply for a licence
Increase your maximum revenue
Decrease your minimum net asset requirement

The Minimum Financial Report must be accompanied by financial statements that are less than four months old and prepared in accordance with accounting standards. So, depending on the time of year, interim financial statements may be required to be prepared.

ASIC and Corporate Secretarial

$154.00 per company per year

Includes:

This does not include registered office services, although we can help with options for this. It also does not include ASIC’s annual review fee, which is paid directly to ASIC.

Business Startup Package

Starting a new business should not be confusing or complicated!

See us before you start, so that we can help you determine the optimum structure for your business and make the process as smooth and simple as possible.

New Company Setup	$3,080.00
New Trust Setup	$2,200.00
Company and Trust ordered at the same time	$3,850.00
Sole trader (registrations only)	$275.00
Advice only, no company or trust setups or registrations Just want to know which structure is right for you, without any commitment? This is a one hour meeting via Zoom, and will be credited towards any company or trust setup package listed above, if purchased within two months.	$275.00

Company and trust setup packages include:

One hour initial Zoom meeting to answer any questions you have, discuss the things you didn’t know you needed to know, and determine the best and most tax effective structure for you now and into the future and to meet your goals – I will take the time to make sure you understand how it all works
Mandatory AML (Anti-Money Laundering) checks for one person
All corporate documentation supplied as PDF files for e-signature
ASIC incorporation fee (for companies)
All ATO registrations as required (TFN, ABN, GST, PAYG Withholding)
New business startup checklist and timeline – so you know exactly what needs to be done over the first 12 months and when
One hour throughout the process, for questions, advice, and assistance, by phone, email, or zoom

If there is more than one person (as director, trustee, shareholder, beneficiary, or any other representative), there will be an extra fee of $25 per person for mandatory AML (Anti-Money Laundering) checks.

If you are using an existing company or trust (as shareholder, trustee, or beneficiary), there may be an extra fee for mandatory AML checks for those entities. We will let you know in advance if this is relevant, and how much the fee will be as it will depend on your specific circumstances.

Optional Extras:

All corporate documentation is supplied as PDF files, for e-signature. If you prefer, hard copy documents can be posted to you in a nice plush folder, for $300.00 for one entity or $330.00 for two.

Would you like to also register a business name? We can help with that. Price will depend on your specific circumstances.

If you would like more time to discuss structures and options, to understand how it all works, or for any assistance or questions before, during or after, this will be $275.00 per hour.

We can also set up a new Xero file for you, and provide training and advice on how to use Xero efficiently, for $275.00 per hour.

Want to make it even easier?

Bundle the startup package with any of our other services and pay a fixed amount monthly – no surprises and good for your cashflow.