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Family Trust

Family Trust Compliance Service

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

  • Preparation of the 2021 Financial Statements
  • Preparation and lodgement of the 2021 Income Tax Return
  • Distribution Statements and Statutory Minutes
  • Telephone support

Xero Setup

Xero Conversion
MYOB Conversion
$900.00/On Completion


ASIC - Company Registration Fee
OSR - Trust Stamping Fee
Estate - Pre-Death Income Tax Return
$300.00/On Completion
ASIC - Company Registration
Payroll Processing
Debtor Management
Business Valuation - External
$2,500.00/On Completion
Business Valuation - Internal
$2,500.00/On Completion
OSR - Trust Registration
Estate - Estate Advice & Assistance Service
$1,200.00/On Completion
Estate - Tax Compliance Service
$600.00/On Completion
Xero - Premium 5
Xero - Premium 10
Xero - Premium 20
Xero - Premium 50
Xero - Premium 100
Receipt Bank


SMSF - Administration


Personal - Income Tax Return
Investment Companies
Investment Trust
Investment Partnership
BASs - Quarterly
BAS - Annual
Adjust Activity Statement
IASs - Monthly
BASs - Monthly
IASs - Monthly (excl BAS)


Management Reports - Quarterly
Management Reports - Monthly
Budget - Annual


ASIC - Administration Service
ASIC - Annual Fee
ASIC - SMSF Annual Fee
Fringe Benefits Tax Return
NSW Payroll Tax


Bookkeeping - 75
Bookkeeping - 150
Bookkeeping - 250
Family Trust
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All prices are exclusive of GST

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