Fees

Personal Tax

Item Number	Service	Price Inc. GST*
1	Simple personal tax returnEmployment / bank interest / basic dividends	220.00
2	Simple return + Part time investore.g. share trading / crypto & similar.	286.00
3	Sole Trader OnlyBasic, clean books, less than $75K turnover.	396.00
4	Sole Trader - Tier 2 Larger & more complicated, $75K + Turnover	539.00
5	Employment & New Rental PropertyThis is the FIRST year you have rented out your property so we will need to create your first rental schedule.	398.00
6	Employment & Rental PropertyThis is not the first year that you have rented out your property.	340.00
7	Side Hustle & employment & 1 rental propertyYour tax return has all 3 of these elements.	484.00
8	ADD ON: Start-up side hustle fee You're in start-up phase of a small business in addition to being employed. Revenue less than $75K	132.00
9	ADD ON: Standard side-hustle fee Tier 1 You run a small business in addition to being employed. (Revenue > $75K)	165.00
10	ADD ON: Side business - Tier 2 "No longer hustlin" You're employed with a side hustle that is more involved and no longer in start-up phase. (Revenue >$100K).	209.00
11	ADD ON: Additional rental property feeThis is an additional fee payable for every additional rental property schedule required after your first.	132.00
12	ADD ON: Foreign rental property feeThis is an additional fee payable for those with a foreign rental property to cover our time converting currency to Australian dollars + detailed review.	121.00
13	ADD ON: 1-3 day rush feeWe will bump your return up to the top of our queue and prepare urgently. We will refund if we can't meet your timeframe.	88.00
14	ADD ON: Royalty packageIncludes a 30 min call to discuss the preparation of your tax return and deductions + another call once the return is complete to discuss and review	165.00
15	ADD ON: Simple Capital Gains Tax Calc(Basic share sales & similar).	110.00

Capital Gains Tax

Item Number	Service	Price Inc. GST*
15	As above- Simple CGT calculation(basic share sales & similar)	110.00
16	Property sale calculation / projection	308.00
17	Involved CGT calculation / projection(These vary and can become quite involved so we will need to quote on a case-by-case basis).	Contact us

Company / Trust / Partnership Tax

Item Number	Service	Price Inc. GST*
18	Simple tax return, financial statements not required.(Rare cases, we don't usually recommend).	Contact us
19	Tier 1 - Basic trading entity with a maximum of 1 employee	1,650.00
20	Tier 2 - Trading entity with 2 or more employees	2,200.00
21	Tier 3 - Larger trading company with multiple employees and more complexity	2,717.00
22	Tier 4 & beyond - Multiple entites, employees & high complexity.	Contact us

BAS / IAS

Item Number	Service	Price Inc. GST*
23	BAS - minimal bookkeeping / excel OR monthly BAS.	209.00
24	BAS - Tier 1 small business(fewer transactions / 1 selling platform / 1-2 employees) with online bookkeeping file - reconciliation of GST liability, PAYG withholding, review other items such as super, wages and PAYG tax instalments and tax provisioning).	253.00
25	BAS - Tier 2 larger business(large volume of transactions / multiple selling platforms, multiple employees) with online bookkeeping file - reconciliation of GST liability, PAYG withholding, review other items such as super, wages and PAYG tax instalments and tax provisioning	308.00
26	IAS - basic	110.00
27	IAS - more complicated with reconcilations	154.00

Phone / Zoom Consultations

Item Number	Service	Price Inc. GST*
28	15 Minutes - New Clients	free - limited availability in busy seasons - whatsapp chat available on request.
29	30 minutes	187.00
30	60 minutes	341.00

Business Setups

Item Number	Service	Price Inc. GST*
31	Sole Trader Package30 minute phonecall OR unlimited whatsapp chat, business setup guide, ABN & GST registration, Business Name registration, Xero file setup with 1 month free trial, Xero setup guide.	220.00
32	Partnership Package30 minute phonecall OR unlimited Whatsapp chat, business setup guide, ABN & GST registration, Business name registration, Xero file setup with 1 month free trial, Xero setup guide, Partnership agreement reviewed & prepared by our lawyer.	550.00
33	Company Premium PackageAllow our team to handle all aspects of your company setup from ASIC registration to ABN, GST, TFN & PAYG registrations; along with the creation of a Xero file with a 1 month free trial & instructions for use.	1650.00
34	Family / Unit Trust - individual trustees	Contact us
35	Family / Unit Trust - corporate trustee	Contact us
36	GST & PAYG (wages) registrations.	44.00
37	Business name registrations.	55.00

All setup services include: Xero file set up, ABN & TFN registration, GST & wages registrations as well as all required advise, guidance & information.

Other Services

Item Number	Service	Price Inc. GST*
38	Self-Managed Super Fund Setups	Contact us
39	Self-Managed Super Fund income tax returns	Contact us
40	ASIC registered agent annual fee	250.00
41	Fringe benefits tax returns	340.00
42	Taxable payments reports	110.00
43	Long service leave corp lodgments	94.00
44	Notice of assessment tracking	22.00
45	Income verification letters	94.00
46	Tax planning	Contact us
47	Amended tax returns	Contact us
48	Deceased estates	Contact us

Bookkeeping & Virtual CFO Monthly Fees

Item Number	Service	Price Inc. GST*
49	Bookkeeping Tidy / Rescue tasks	Contact us
50	Virtual CFODollar Dynamo (Start-ups, basic, no employees)	220.00
51	Virtual CFO - Profit Pal(Larger sole traders / small entities, up to 2 employees)	440.00
52	Virtual CFO - Beancounter Bliss(Established businesses, up to 5 employees, revenue less than $1million)	660.00
53	Virtual CFO - Cashflow Carnival(Established / Multiple businesses, 10+ employees, revenue over $1 Million).	880.00

Please refer our bookkeeping page for more information.

*Prices are exclusive of a $4 admin + a 2% finance fee that is charged to us by our bank.
**We will provide you with an additional quote if we envisage that significant extra time will be required on your task.