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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


ATO Payment Arrangements
Voluntary Wind Up of a Company with Accounting
Bookkeeping - Large (new)
Bookkeeping - Medium (new)
VCFO Accounting Package
Basics+ Accounting Package
Xero Expenses
Xero from Quickbooks
Financial Controller
Voluntary Wind Up of a Company
Audit Assistance
Investment Trust (BOC)
SMSF - Large
SMSF - Medium
Resident Company Director
Fringe Benefits Tax Return
Change of Trustee/Beneficiary
$330.00/On Completion
Xero Support (monthly)
Assistance with VIC Business Support Fund Application
$550.00/On Completion
Basics Accounting Package
Bookkeeping - Small (new)
ASIC Management
Xero Subscription - Premium 5
Activity Statements - Monthly BAS
Statutory Financial Statements (BOC)
Bookkeeping - Custom
Employee Termination Payment
Export Market Development Grant (EMDG) Application
$3,850.00/On Completion
ASIC Lodgements
Incorporate in the USA
Business Valuation
SMSF Setup (w/ new corporate trustee)
Xero setup from scratch
Xero from MYOB
Partnership - Investments
SMSF - Small
CFO for Hire
Personal Business
Investment Trust
SMSF Borrowing Package - Set-up


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

Xero Setup

Xero Training
Xero Review


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


Bookkeeping - Payroll
Family Trust Package
Do not fill if you are a human

All prices are inclusive of tax

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