All
Fees Quoted are GST Inclusive
Prices
are subject to change without notice
ACCOUNTING, TAXATION, AUDIT AND
BUSINESS SERVICES
We offer an initial free, no obligation consultation of
approximately 30 minutes duration for potential new business clients. This provides an opportunity for business owners (or people interested in establishing a business) to meet with us, on an absolutely free, no
obligation basis, to assess what we have to offer.
| Personal
Tax Returns |
from
$99 |
| Rental
Property Tax Returns |
from
$148.50 |
| ABN / GST
Registrations |
$187 |
| Quickbooks / MYOB
Setup and Training |
$121
per hour |
Self
Managed Superannuation Funds - |
|
- Establishment
|
from $770 |
| - Full
compliance services (including audit) |
from
$1980 |
Establishment
of Companies and Trusts -
(incl. ABN / GST and Tax File Number) |
|
| - Pty Ltd Company |
from
$1430 |
| - Discretionary Trust |
from $660 |
| - Unit Trust |
from $770
|
| All other services |
$121
- $242 per hour |
Business Bookkeeping Services - |
|
- Standard Service
|
$55 per hour |
| - Deluxe Service (see details below) |
$187 per hour |
Deluxe Bookkeeping Service
Our deluxe bookkeeping service is a comprehensive package, incorporating computerised bookkeeping, accounting, BAS and tax return preparation service, for business clients. By utilising this service, your financial records and operating results will always be up to date and
accurate, with no additional fees charged at year end for preparing annual
financial statements and tax returns..
Why use our bookkeeping services?
Whilst you can use the services of independent bookkeepers, they are mostly not qualified accountants, nor is their work supervised by an accountant. Consequently, a considerable amount of time usually has to be spent by us to correct errors and expenditure mis-allocations. If we do the bookkeeping, then no additional time is needed to correct errors. Consequently, fees charged by us for the full, comprehensive service, are generally comparable to (or less than) the total fees that are charged for separate bookkeeping and accounting/tax services.
It is illegal for bookkeepers to prepare, or advise you on the preparation of your BAS (unless the bookkeeper is also a Registered Tax Agent).
Up to date and accurate accounts provide greater opportunities for implementing business and tax strategies on a timely basis, in particular prior to 30 June.
Little lead time is required to prepare formal financial statements for banks or other financial institutions, when applying for loans or finance for cars or plant and equipment.
FINANCIAL PLANNING, INSURANCE AND MORTGAGE BROKING SERVICES
We offer a range of payment options, including fees and commissions on investments placed, or a combination of both.
Your Financial Adviser will explain these options to you.
Your initial consultation is always free of charge.
Nominal Entry Fee Charged |
Investment Amount |
Entry Fee |
Less Than $50,000 |
Up to 4.0% |
$50,000 - $150,000 |
Up to 3.0% |
$150,000 - $500,000 |
Up to 2.5% |
$500,000 - $1,000,000 |
Up to 2.0% |
$1,000,000 - $2,000,000 |
Up to 1.5% |
Greater Than $2,000,000 |
Negotiable
|
Ongoing Adviser Fee
|
1.1% (Paid by Investment Managers for the ongoing monitoring, management, review and re-weighting of your investment portfolio). |
Plan Fees (Minimum Charge) *
|
$1,100 – Full Financial Advice
$550 – Limited Financial Advice
|
Hourly Rate
(Miscellaneous Services)
|
$330 |
Mortgage & Finance Broking
|
No Charge
(Commission received from bank / financial institution)
|
Personal Risk Insurance
|
No Charge
(Commission received from insurance company)
|
* Possible rebate if investments are placed through Will Fraser & Co.
All our financial planning clients receive a10% discount on their
personal tax and accounting fees.
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