Let us tailor a fixed fee package to suit your business.

1 July 2021 to 30 June 2022

What can be included?

Income Tax Compliance:
  • Preparation and lodgement of required income tax returns
  • Preparation of annual financial statements including notes to the accounts
  • Preparation of individual tax returns for owners and their dependants (sole-trader excluded)
ATO Debt Management:
  • Requesting and negotiating basic payment arrangements with the Australian Taxation Office
ASIC Compliance:
  • Preparation of ASIC annual review documentation
  • Secure storage of corporate secretarial register
  • Managing corporate secretarial register
Initial Review meeting:
  • Meeting upon engagement, to identify tax risks and opportunities
  • Written follow-up advice on risks and opportunities
Annual Review meeting:
  • Meeting in late May/early June to review any tax strategies / Federal budget opportunities
  • Written follow-up advice on risks and opportunities
Support:
  • Email tax and business support
  • Unlimited support to preferred book-keeping staff
  • Basic administrative support e.g. electronic copies of financials and/or tax returns for finance
Other Costs
Mandatory – Company only
  • $276/annum: ASIC annual fee per company
Optional – All entities
  • $330-$1540/annum: Audit Insurance for business group and related individuals; dependent on turnover. Average cost is $440
  • Adhoc work requests will be quoted and billed separately according to each staff member’s charge rate

Preferred Book Keepers: