Consultation — capped 1 hour

Business set-up, budgeting & modelling, taxation strategy & minimisation, loan structuring, bookkeeping, accounting software training (QuickBooks, MYOB, Xero).

Business entity set-up — Sole trader

Business name, ABN, GST and TFN registration.

Business entity set-up — Trust, Partnership, Company

Includes business name, ABN, ACN, GST, trust deed and TFN registration.

Business entity set-up — SMSF package

SMSF trust name, ABN, ACN, GST, TFN, corporate trustee, SMSF trust deed, Bare/Custodian trust deed and 2-hour consultation.

Remote financial controller / CFO (per month, 1.5 hrs)

Remote financial management, advisory on accounting system improvements, in-house decision oversight.

Business plan

Strategy and implementation planning for new business owners and entrepreneurs.

Business plan and budget modelling

Full business plan plus financial modelling to assess profitability and support start-up lending.

Bookkeeping — BAS (no activity)

Preparation and lodgement of quarterly BAS.

Bookkeeping — BAS

Preparation and lodgement of quarterly BAS.

Bookkeeping — Payroll

First employee $22; each additional employee $12.

Bookkeeping — Interim financials

Accountant-prepared management financials for the last 12 months.

STP end-of-year finalisation

Annual STP review, processing and lodgement to ATO.

Superannuation lodgement

Quarterly super lodgement to ATO and clearing house.

Annual WorkCover

Annual payroll summary preparation and WorkCover lodgement.

Forecasting (per update)

Profit forecasting using current YTD data and your budget model.

Clearance certificate (CGT)

Prepare and submit a clearance certificate application for CGT property sales.

Foreign resident CGT withholding rate variation

Application to reduce the rate of foreign resident CGT withholding.

Tax return — No PAYG / Student

For student card holders and non-trading entities.

Tax return — Individual PAYG simple

Group payment summary only, no other investments.

Tax return - Individual PAYG Add On

• Rental Property

  Each property
  $165
• Shares and other income rate
  $110

Property depreciation report

ATO-compliant depreciation reports to maximise deductions.

Tax return — Sole trader simple

Preparation and lodgement for sole-trader businesses.

Tax return — Trusts, Companies, Partnerships

Preparation and lodgement for discretionary/unit trusts, companies and partnerships.

Tax return — SMSF

Preparation and lodgement for complex SMSF entities.

Conveyancers trust account

Audits compliant with the Conveyancers Act 2006 — protecting client funds and avoiding penalties.

Real estate agents trust account

Audits compliant with the Estate Agents Act 1980 — accurate records and statutory compliance.

SMSF audit

Independent ATO-compliant SMSF audits.

Not-for-profit organisations

Transparent, accountable audits for NFP entities.