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Investment Trust
$143.00/Monthly

Preparation of your financial statements:

  • Financial Accounts
  • Income Tax Returns
  • Financial Statements
  • Distribution Statements
  • Minutes

Note:
Additional investor tools and reporting options are available

Addons

Bookkeeping - Large
$880.00/Monthly
Live Acounting Package 2- FY18
$550.00/Monthly
Live Acounting Package 3 - FY18
$550.00/Monthly
Live Acounting Package 3 - FY19
$550.00/Monthly
Live Acounting Package 4 - FY18
$550.00/Monthly
Live Acounting Package 4 - FY19
$550.00/Monthly
Xero Expenses
$5.01/Monthly
CFO for Hire
$4,950.00/Monthly
CFO Accounting Package
$1,045.00/Monthly
Live - FY16
$499.99/Monthly
Xero setup from scratch
$550.00/Upfront
Xero from Quickbooks
$1,650.00/Upfront
Export Market Development Grant (EMDG) Application
$4,400.00/On Completion
ASIC Management
$44.00/Monthly
Lite Accounting Package 1 - FY19
$203.50/Monthly
R&D Early Bird Special
$550.00/On Completion
Implementation of Accounting Systems
$0.00/Upfront
R & D Tax Incentive Schedule
$1,100.00/On Completion
Lite Accounting Package 3 - FY18
$203.50/Monthly
SMSF - Medium
$407.00/Monthly
SMSF - Small
$330.00/Monthly
Xero Subscription - Premium 5
$60.01/Monthly
Xero Support (monthly)
$330.00/Monthly
ASIC Lodgements
$198.00/Upfront
ATO Payment Arrangements
$220.00/Upfront
Lite Accounting Package
$203.50/Monthly
Lite Accounting Package 2 - FY19
$203.50/Monthly
Small Business Grant OSR NSW (Under Threshold)
$330.00/Upfront
Live Acounting Package 2- FY19
$550.00/Monthly
Lite Accounting Package 4 - FY19
$203.50/Monthly
CFO Accounting Package 2 - FY19
$990.00/Monthly
CFO Accounting Package 1 - FY19
$990.00/Monthly
Export Market Development Grant (EMDG) - Stage 2 (BOC)
$1,650.00/On Completion
Audit Assistance
$220.00/On Completion
Investment Trust (BOC)
$129.00/Estimate
Lite Accounting Package 4 - FY18
$203.50/Monthly
Lite Accounting Package 2 - FY18
$203.50/Monthly
CFO Accounting Package 4 - FY18
$990.00/Monthly
CFO Accounting Package 3 - FY18
$990.00/Monthly
SMSF - Large
$462.00/Monthly
Statutory Financial Statements (Half Year)
$3,300.00/On Completion
Fringe Benefits Tax Return
$550.00/Upfront
Trust Vesting
$550.00/Upfront
Rental Schedule
$110.00/On Completion
Change of Trustee/Beneficiary
$330.00/On Completion
R&D Tax Incentive Application (Startup Special)
$3,300.00/On Completion
CFO - FY16
$900.00/Monthly
ABR/ATO Registrations
$220.00/Upfront
Employee Termination Payment
$220.00/Upfront
Incorporate in the USA
$3,300.00/Upfront
Activity Statements - Monthly BAS
$286.00/Monthly
Business Valuation
$3,300.00/Upfront
SMSF Setup (w/ new corporate trustee)
$1,650.00/Upfront
Xero from MYOB
$1,650.00/Upfront
Partnership - Investments
$121.00/Monthly
Bookkeeping - Small
$319.00/Monthly
Bookkeeping - Medium
$572.00/Monthly
Personal Business
$99.00/Monthly
Family Trust Package
$110.00/Monthly
Startup Special Accounting Package
$302.50/Monthly
Lite - Company - FY16
$192.50/Monthly
Live Accounting Package
$550.00/Monthly
CFO Accounting Package 2 - FY18
$990.00/Monthly
Live Accounting Package 1- FY19
$550.00/Monthly
CFO Accounting Package 4 - FY19
$990.00/Monthly
Lite Accounting Package 3 - FY19
$203.50/Monthly
CFO Accounting Package 3 - FY19
$990.00/Monthly
SMSF Borrowing Package - Set-up
$2,750.00/Upfront

Tax

Payroll Tax
$121.00/Monthly
Activity Statements - Monthly IAS ( <5 employees)
$82.50/Monthly
Activity Statements - Monthly IAS ( >20 employees)
$192.50/Monthly
Activity Statements - Monthly IAS ( 5-20 Employees)
$137.50/Monthly

Xero Setup

Xero Training
$1,320.00/Upfront
Xero Review
$440.00/Upfront

Advisory

Advisory Work (half day rate)
$880.00/Upfront
Advisory Work per hour
$330.00/Upfront
Monthly Management Reports
$330.00/Monthly

Other

Unit Registry Management
$165.00/Monthly

Bookkeeping

Bookkeeping - Payroll
$11.00/Monthly
Investment Trust
$143.00/Monthly
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All prices are inclusive of tax

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