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Property Investment Consultation

Property Investment Consultation

A meeting usually goes from 1 to 1½ hours where we will;

  • Discuss your personal and family financial situation;
  • Identify what you are trying to achieve through property investment;
  • Explore the appropriate structures for investing, also considering investing with a SMSF,
  • Discuss your preferences for the types of property you would be comfortable with;
  • Calculate the net cash position of the investment using a property analysis report.
  • Discuss how the Banks will look at the investment,
  • Show you some examples of property investments that we have dealt with recently.


Periodic Management Reports
BI Monthly Meetings (Client Premises)
Wills & Power of Attorney
SMSF - New Fund Establishment - Corporate Trustee
CGA Professional Services
BI Monthly Meetings (Office)
Corporate Secretarial - Annual Fee
Corporate Secretarial - Monthly Fee
Subscription - Xero GST Cashbook
Subscription - Xero Starter
Marketing Support
Taxable Payments Annual Report (Construction Industry)
Business Accelerate Program
SMSF - Trust Deed Upgrade
Covid -19 Financial Strategist Support Program.


SMSF - Yearly Actuary Certificate Fee
$440.00/On Completion
SMSF - Yearly Audit Fee
$660.00/On Completion
Business Name Registration
ABN, TFN and GST Registration


Corporate Restructure
Business Advice – Due Diligence Review
Consulting - Acquisitions / Projects
$550.00/On Completion
Strategic Advice Consultation
Annual Cashflow Generation
Strategic Planning Session
Business Budget
Business Budget and Cashflow Projection
Quarterly Business Performance Meetings
COVID-19 Business Continuity Plan (BCP)
COVID-19 Business Continuity Plan (BCP) including Assistance Meeting
COVID-19 Business Planning
Tax Planning Program
R&D Tax Advice


Bookkeeping - Light
Bookkeeping - Medium
Bookkeeping - Heavy
Payroll - Ongoing - 1-10 employees - Weekly
$1,100.00/Weekly, Monthly
Payroll - Ongoing 1-10 Employees - Fortnightly
$550.00/Weekly, Monthly
Payroll - Ongoing 1-10 employees - Monthly
Payroll - Ongoing 11-20 Employees - Weekly
$1,650.00/Weekly, Monthly
Payroll - Ongoing 11-20 Employees - Fortnightly
$825.00/Weekly, Monthly
Payroll - Ongoing 11-20 Employees - Monthly
Payroll - Ongoing 21-50 Employees - Weekly
$3,300.00/Weekly, Monthly
Payroll - Ongoing 21-50 Employees - Fortnightly
$1,650.00/Weekly, Monthly
Payroll - Ongoing 21-50 Employees - Monthly
Payroll setup 1-10 employees
Payroll setup 11-20 employees
Payroll setup 21-50 employees
Payroll - PAYG Payment Summaries & Statement
Payroll Tax Reporting - Monthly
Bookkeeping - Hourly (office)

Xero Setup

Xero Setup - New Startup Business (C)
Xero Conversion - with historical data
Xero Training
Xero Add-on Implementation


FBT Return
QBCC Reporting
IAS preparation and lodgement (C)
Property Investment Consultation
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All prices are inclusive of GST

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