Tax planning or tax second opinion

Before the end of each financial year, we do some tax planning to make sure you maximise all your tax minimisation opportunities and help you plan your cashflow so you don’t get caught out.

From $550

Includes:

• Full year profit estimate

• Income to defer and expenses to bring forward

• How to best pull money out (e.g. profit splitting, wages, dividends, distributions, superannuation payments)

• Minutes and resolutions

• Business performance insights

• Business restructuring options

• Any other issues discovered

Year-end Tax Work

We keep you compliant by completing your end of year tax work accurately and on time. We don’t just do your tax return, we proactively strategize to work out how to reduce your overall tax bills so you keep more money in your pocket.

From $250 for an individual tax return (basic PAYG income and deductions)

From $450 for a sole trader tax return (not GST registered)

From $625 for a sole trader tax return (GST registered)

From $550 for a partnership tax return

From $825 for trust accounts and tax return

From $1,100 for company accounts and tax return

From $2,200 for self managed superannuation fund accounts and tax return

Includes:

• Business profit and loss after all tax adjustments

• Advice on how to best pull money out (e.g. profit splitting, wages, dividends, distributions, superannuation payments)

• Financial statements

• Tax summary

• Minutes and resolutions

• All final documents available for electronic signing

The following work is charged extra:

From $165 for dividend / shares / investment income

From $165 for each rental / investment property

From $165 for each loan (e.g. vehicle, hire purchase, chattel mortgage)

From $165 for each Division 7A or sub-trust loan agreement

From $165 for BAS reconciliation and amendment

Business Setup

Whether you are buying a business, starting a business or have grown out of operating through your sole trader ABN, we can help you setup your business to meet your needs.

$250 per hour for a business setup consultation

$150 for a sole trader business name and ABN registration

$500 for a partnership

$1,100 for a Company (includes the $502 ASIC fee)

$600 for a Trust with individual trustees

$1,500 for a Trust with a Company trustee (includes the $502 ASIC fee)

Includes:

• Initial consultation to discuss your needs and options

• Our “Business setup” booklet

• Legal documents (Trust Deed or Partnership agreement)

• ASIC company registration (ASIC fee included)

• ATO registrations (ABN, TFN, PAYGW, GST)

• Bank pack to open bank account