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Tax Return for Trust (TrTR)
$1,650.00/Estimate

Preparation and lodgement of your Trust Tax Return from the year ended 30 June 20XX

The tasks included in this service are generally as follows:

  1. Request pertinent information to commence the preparation of your tax return
  2. Preparation and sending of query list for discussion and answer (if applicable)
  3. Preparation of Rental Schedule/s (if applicable)
  4. Preparation of Share Holdings/Dividends Received schedule (if applicable)
  5. Preparation of Working Paper and generation/downloading of reports
  6. Review and reconciliation of GST/BAS, PAYG Withholding (if applicable)
  7. Review of Payroll & Superannuation payable (if applicable)
  8. Review of Workers Comp and/or Payroll Tax obligations (if applicable)
  9. Review of Reportable Taxable Payments reporting (TPAR) if applicable
  10. Review of FBT (Fringe Benefit Tax) Returns and any FBT Declarations (if applicable)
  11. Maintenance of asset register and calculation of depreciation for the year
  12. Calculation of distribution (if applicable) to Beneficiaries/Unit Holders
  13. Preparation of Distribution Resolution and Statement/s if applicable
  14. Preparation of Trust Tax Return in electronic format ready for signing
  15. Preparation of Statutory Financial Statements in electronic format ready for signing
  16. Sending of Tax Return Package for signature and return via Secure Portal
  17. Attendance to electronic lodgement of your Tax Return once signed
  18. Liaison with the ATO (Australian Taxation Office) on your behalf if required

Please Note!
> Turnaround time starts from when all information is received, and all queries have been answered.
> The fee indicated is based on the BAS’s & any other mandatory Returns for the year being processed, having been lodged.
> The fee indicated is the minimum fee for this service and may be higher dependent on time spent & complexity of the return.

Advisory

Advisory Services - Tax Planning Advice
$1,100.00/Upfront
Advisory Services - Business Health Check
$880.00/Upfront
Advisory Services - Business Structure Advice
$880.00/Upfront
Advisory Services - Budget Preparation
$880.00/Upfront
Advisory Services - Cash-Flow Forecast
$880.00/Upfront
Advisory Services - Management Report
$880.00/Upfront
Advisory Services - General Advice
$880.00/Upfront
Advisory Services - Virtual CFO Services
$880.00/Monthly
Due Diligence (1) Acquiring Business
$3,300.00/Upfront

Other

Establish Company
$1,760.00/Upfront
Establish Corporate Trustee
$1,650.00/Upfront
Establish Discretionary/Unit/Hybrid Trust
$1,650.00/Upfront
Establish Discretionary Trust w/Direct Lineage
$1,870.00/Upfront
Establish Discretionary Trust excl Foreign Persons
$1,760.00/Upfront
Establish Self-Managed Super Fund (SMSF)
$1,760.00/Upfront

Bookkeeping

BAS Preparation (1) Lodge Only
$330.00/Estimate
BAS Preparation (2) Calculate & Lodge
$385.00/Upfront
BAS Preparation (3) Enter, Calculate & Lodge
$660.00/Upfront
Bookkeeping Package (1) Bronze
$440.00/Monthly
Bookkeeping Package (2) Silver
$660.00/Monthly
Bookkeeping Package (3) Gold
$880.00/Monthly
Bookkeeping Package (4) Platinum
$1,650.00/Monthly
Bookkeeping Chart-of-Accounts Setup
$550.00/Upfront
Bookkeeping Xero Conversion/Set-up
$550.00/Estimate
STP Payroll Set-up
$440.00/Upfront
STP Payroll Processing (Kountable)
$242.00/Monthly
STP Payroll Processing
$242.00/Monthly
STP SuperStream Processing
$110.00/Monthly
IAS Preparation & Lodgement
$220.00/Estimate

Support

ASIC Services - Act as ASIC Agent
$242.00/Upfront
ASIC Services - Corporate Secretarial
$121.00/Estimate
ASIC Services - Business Name Transfer
$300.00/Upfront
Audit Services - Real Estate Trust Account
$2,200.00/Estimate
Audit Services - Solicitors Trust Account
$2,200.00/Estimate
Audit Services - Conveyancers Trust Account
$2,200.00/Estimate

Tax

Tax Return for Individual (ITR)
$242.00/Estimate
Tax Return for Sole Trader (Sole)
$880.00/Estimate
Tax Return for Partnership (PTR)
$1,320.00/Estimate
Tax Return for Company (CTR)
$1,650.00/Estimate
Tax Return for SMSF (SMSF)
$1,650.00/Estimate
Annual Financial Reports (NFP)
$2,200.00/Estimate
Tax Return Not Necessary for Individual (RNN-I)
$132.00/Upfront
Tax Return Not Necessary for Company (RNN-C)
$242.00/Upfront
Tax Return for Deceased Estate (ESTA)
$1,320.00/Estimate
Fringe Benefits Tax Return (FBT)
$660.00/Estimate
Annual GST Reconciliation & Lodgement
$440.00/Estimate
Tax Return for Trust (TrTR)
$1,650.00/Estimate
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All prices are inclusive of GST

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