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Family Trust Package

Services to be provided as apart of the package:
Annual financial statements
Tax returns
Preparation of minutes
Distribution statements
Xero subscription


Small Business Grant OSR NSW (Under Threshold)
Basics Plus Accounting Package
CFO Accounting Package
Bookkeeping - Large (new)
Bookkeeping - Medium (new)
Basics Accounting Package
VCFO Accounting Package
Export Market Development Grant (EMDG) Application
$3,850.00/On Completion
Lite Accounting Package
Bookkeeping - Small
ASIC Application Fee
Xero from Quickbooks
Xero Expenses
Audit Assistance
$220.00/On Completion
Investment Trust (BOC)
SMSF - Large
Statutory Financial Statements (Half Year)
$3,300.00/On Completion
Investment Trust
Startup Special Accounting Package
ATO Payment Arrangements
ASIC Lodgements
Fringe Benefits Tax Return
Xero Support (monthly)
Bookkeeping - Small (new)
ASIC Management
Live Accounting Package
Xero Subscription - Premium 5
Trust Vesting
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
Employee Termination Payment
Incorporate in the USA
Bookkeeping - Medium
Personal Business
ABR/ATO Registrations
Activity Statements - Monthly BAS
CFO for Hire
Business Valuation
Voluntary Wind Up of a Company
Bookkeeping - Large
R&D Early Bird Special
$550.00/On Completion
SMSF Setup (w/ new corporate trustee)
Implementation of Accounting Systems
R & D Tax Incentive Schedule
$1,100.00/On Completion
Xero setup from scratch
SMSF - Medium
SMSF - Small
Xero from MYOB
Partnership - Investments
SMSF Borrowing Package - Set-up


Payroll Tax
Activity Statements - Monthly IAS ( >20 employees)
Activity Statements - Monthly IAS ( <5 employees)
Activity Statements - Monthly IAS ( 5-20 Employees)

Xero Setup

Xero Training
Xero Review


Advisory Work (half day rate)
Advisory Work per hour
Monthly Management Reports


Bookkeeping - Payroll


Unit Registry Management
Family Trust Package
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All prices are inclusive of tax

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