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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

Small Business Grant OSR NSW (Under Threshold)
$330.00/Upfront
Voluntary Wind Up of a Company with Accounting
$550.00/Upfront
Resident Company Director
$330.00/Monthly
Financial Controller
$3,300.00/Monthly
Employee Termination Payment
$220.00/Upfront
SMSF - Small
$330.00/Monthly
Xero from MYOB
$1,650.00/Upfront
Partnership - Investments
$121.00/Monthly
Audit Assistance
$220.00/On Completion
Investment Trust (BOC)
$129.00/Estimate
SMSF - Large
$462.00/Monthly
Family Trust Package
$110.00/Monthly
ATO Payment Arrangements
$220.00/Upfront
Fringe Benefits Tax Return
$550.00/Upfront
Xero Support (monthly)
$330.00/Monthly
Voluntary Wind Up of a Company
$220.00/Upfront
Basics+ Accounting Package
$550.00/Monthly
ASIC Lodgements
$220.00/Upfront
Bookkeeping - Small (new)
$330.00/Monthly
Bookkeeping - Large (new)
$990.00/Monthly
Bookkeeping - Medium (new)
$660.00/Monthly
Basics Accounting Package
$275.00/Monthly
VCFO Accounting Package
$1,100.00/Monthly
Export Market Development Grant (EMDG) Application
$3,850.00/On Completion
Lite Accounting Package
$203.50/Monthly
Xero from Quickbooks
$1,650.00/Upfront
Xero Expenses
$5.01/Monthly
ASIC Management
$44.00/Monthly
Xero Subscription - Premium 5
$65.00/Monthly
Trust Vesting
$550.00/Upfront
Change of Trustee/Beneficiary
$330.00/On Completion
Incorporate in the USA
$3,300.00/Upfront
Personal Business
$99.00/Monthly
ABR/ATO Registrations
$220.00/Upfront
Activity Statements - Monthly BAS
$286.00/Monthly
CFO for Hire
$4,950.00/Monthly
Business Valuation
$3,300.00/Upfront
SMSF Setup (w/ new corporate trustee)
$1,650.00/Upfront
Statutory Financial Statements (BOC)
$0.00/Estimate
Xero setup from scratch
$550.00/Upfront
SMSF - Medium
$407.00/Monthly
SMSF Borrowing Package - Set-up
$2,750.00/Upfront

Tax

Monthly Payroll Tax
$110.00/Monthly
Annual Payroll Tax
$55.00/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

Bookkeeping

Bookkeeping - Payroll
$11.00/Monthly

Other

Unit Registry Management
$165.00/Monthly
Investment Trust
$143.00/Monthly
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All prices are inclusive of tax

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