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Family Trust
$100.00/Monthly

Family Trust Compliance Service

For Family Trusts who own shares or units in private companies or trusts.

  • Preparation of the 2019 Financial Statements
  • Preparation and lodgement of the 2019 Income Tax Return
  • Distribution Statements and Statutory Minutes
  • Telephone support

Support

SMSF - Administration
$150.00/Monthly

Addons

OSR - Trust Registration
$900.00/Upfront
ASIC - Company Registration Fee
$488.00/Upfront
Estate - Estate Advice & Assistance Service
$1,200.00/On Completion
OSR - Trust Stamping Fee
$510.00/Upfront
Estate - Pre-Death Income Tax Return
$300.00/On Completion
ASIC - Company Registration
$920.00/Upfront
Estate - Tax Compliance Service
$600.00/On Completion
Xero - Premium 5
$13.64/Monthly
Xero - Premium 10
$22.73/Monthly
Xero - Premium 20
$36.36/Monthly
Xero - Premium 50
$68.18/Monthly
Xero - Premium 100
$90.91/Monthly
Receipt Bank
$19.95/Monthly

Tax

Personal - Income Tax Return
$200.00/Upfront
Investment Companies
$135.00/Monthly
Investment Trust
$125.00/Monthly
Investment Partnership
$125.00/Monthly
BASs - Quarterly
$100.00/Monthly
BASs - Monthly
$300.00/Monthly
IASs - Monthly
$110.00/Monthly
IASs - Monthly (excl BAS)
$75.00/Monthly

Xero Setup

Xero Conversion
$900.00/Upfront

Advisory

Management Reports - Quarterly
$125.00/Monthly
Management Reports - Monthly
$350.00/Monthly
Budget - Annual
$400.00/Upfront

Other

ASIC - Administration Service
$15.00/Monthly
ASIC - Annual Fee
$21.92/Monthly
ASIC - SMSF Annual Fee
$4.08/Monthly
Fringe Benefits Tax Return
$450.00/Upfront
NSW Payroll Tax
$110.00/Monthly

Bookkeeping

Bookkeeping - 75
$300.00/Monthly
Bookkeeping - 150
$475.00/Monthly
Bookkeeping - 250
$780.00/Monthly
Family Trust
$100.00/Monthly
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All prices are exclusive of GST

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