Structure & asset protection
Greater confidence that valuable assets are appropriately separated from operational risks and that the current structure remains suitable as the business grows.
PREPARED FOR
GOOD MATES
REMOVALS PTY LTD
REMOVALS PTY LTD
FOLLOWING OUR DISCUSSION
You have built a growing business. Now the focus is protecting it.
From our discussion, the priority is not simply preparing tax returns. It is making sure the business is structured, compliant and appropriately supported as it continues to grow.
Contractors, super & compliance
Contractor arrangements create potential superannuation, WorkCover and classification considerations that warrant proper review rather than assumption.
Insurance protection
A clearer understanding of existing business insurance arrangements and whether there are material gaps requiring specialist review.
Cash flow & payment risk
Customer deposits, payment terms and bad-debt exposure need to be balanced against the competitive realities of the removals market.
Margin & cost pressure
Fuel, insurance and other operating costs continue to move, making visibility over margins and financial performance increasingly important.
Ongoing peace of mind
Clear advice, fewer unknown gaps and a professional relationship that helps identify material issues before they become larger problems.
SERVICE OPTIONS
RECOMMENDED
Choose the relationship that suits your business.
Different businesses want different levels of support. Start with what matters most to you, or simply swipe through the four options below.
WHAT SOUNDS MOST LIKE YOU?
01
REVIEW FIRST
Review, Resolve & Maintain
Understand where you stand first.
For businesses wanting clarity around their current structure, tax position and key risks before moving into ongoing compliance.
INITIAL REVIEW
$1,500
+ GST · ONE-OFF
THEN ONGOING
$415
+ GST / MONTH
Annual ongoing professional fee: $4,980 + GST. First-year professional fees: $6,480 + GST.
Initial tax & structure review
Asset ownership review
High-level contractor & compliance risk review
Recommended implementation pathway
Essential Compliance thereafter
View complete scope
INITIAL REVIEW
- Tax, accounting and business structure review
- Review of current company structure and asset ownership
- High-level contractor, superannuation and compliance risk review
- Identification of key tax and structural risks
- Recommended structure and implementation pathway
- Follow-up meeting to discuss findings
- Annual Financial Statements
- Company Income Tax Return
- Quarterly BAS & Ad Hoc Work Retainer
- Taxable Payments Annual Report
- ASIC Annual Company Statement / Review
- Registered Office
- Routine ATO correspondence associated with services within scope
Best suited to: businesses wanting to understand their current position before deciding whether broader advisory support is required.
02
ESSENTIAL
Compliance & Certainty
The essentials, professionally managed.
For businesses primarily wanting dependable tax, accounting and corporate compliance without broader ongoing advisory.
MONTHLY PROFESSIONAL FEE
$415
+ GST / MONTH
12-month engagement. Annual professional fee: $4,980 + GST.
Annual Financial Statements
Company Income Tax Return
Quarterly BAS
TPAR
ASIC annual review & Registered Office
View complete scope
- Annual Financial Statements
- Company Income Tax Return
- Quarterly BAS & Ad Hoc Work Retainer
- Taxable Payments Annual Report
- ASIC Annual Company Statement / Review
- Registered Office
- Routine ATO correspondence associated with services within scope
Best suited to: businesses primarily seeking reliable compliance and annual tax preparation.
03
GROWTH
Growth Advisory
Stay ahead, rather than catch up.
For growing businesses wanting compliance handled properly together with proactive tax planning and access to PRATT Partners throughout the year.
MONTHLY PROFESSIONAL FEE
$625
+ GST / MONTH
12-month engagement. Annual professional fee: $7,500 + GST.
FOR $210 + GST MORE PER MONTH
Add proactive tax planning and year-round tax support to the Essential Compliance package.
Everything in Essential
Annual Tax Planning Review
PAYG & company tax position review
Dividend & director loan review
Reasonable access for routine tax queries within scope
Proactive identification of material tax matters
View complete scope
EVERYTHING IN ESSENTIAL
- Annual Financial Statements
- Company Income Tax Return
- Quarterly BAS & Ad Hoc Work Retainer
- Taxable Payments Annual Report
- ASIC Annual Company Statement / Review
- Registered Office
- Routine ATO correspondence associated with services within scope
- Annual Tax Planning Review
- Year-end tax planning before 30 June
- Review of company tax position and PAYG instalments
- Review of retained profits and dividend opportunities
- Review of shareholder / director loan accounts
- Review of material asset purchases and depreciation
- Reasonable access for routine tax and accounting queries relating to matters within the agreed scope
- Proactive identification of material tax and compliance matters identified through services within scope
Best suited to: growing owner-managed businesses that want to stay ahead of tax issues rather than dealing with them only at year end.
04
PRIVATE ADVISORY
Strategic Business Advisory
Greater oversight. Greater access.
For established business owners who want PRATT Partners closer to the business and senior input around financial performance, risk and significant decisions.
MONTHLY PROFESSIONAL FEE
$1,500
+ GST / MONTH · FROM
12-month engagement. Annual professional fee: from $18,000 + GST.
QUARTERLY
structured business reviews
YEAR-ROUND
senior advisory access within scope
FORWARD-LOOKING
tax, cash flow, risk & growth
View complete scope
EVERYTHING IN GROWTH ADVISORY
Full annual compliance and proactive tax support contained in the Growth Advisory package.
PLUS ACTIVE BUSINESS ADVISORY- Quarterly management and advisory meetings
- Review of financial performance and key business metrics
- Revenue, gross profit and margin analysis
- Cash flow and working capital review
- Review of material operating cost movements and emerging financial pressures
- Review of major asset purchases and financing decisions
- Ongoing consideration of business structure and asset protection within scope
- Contractor and employment-related risk discussions
- Consideration of material business insurance and risk areas, with specialist referral where required
- Planning for business growth and expansion
- Consideration of acquisitions, new business activities and material commercial decisions
- Longer-term succession and exit planning discussions
- Senior advisory support for significant business decisions within the agreed scope
THE DIFFERENCE
Strategic Business Advisory moves the relationship beyond annual compliance and tax planning. We meet during the year, review how the business is performing and provide input around material financial, tax and commercial decisions as they arise.
Best suited to: established and growing businesses that want an adviser actively involved in financial performance, risk and decision-making throughout the year.
SWIPE TO COMPARE
→
Compare all packages
| Service | Essential | Review | Growth | Strategic |
|---|---|---|---|---|
| Annual accounts & tax | ✓ | ✓ | ✓ | ✓ |
| BAS / TPAR / ASIC | ✓ | ✓ | ✓ | ✓ |
| Initial structure & risk review | — | ✓ | — | As scoped |
| Annual tax planning | — | — | ✓ | ✓ |
| Year-round routine tax support | — | — | ✓ | ✓ |
| Quarterly advisory meetings | — | — | — | ✓ |
| Financial performance review | — | — | — | ✓ |
| Cash flow / working capital | — | — | — | ✓ |
| Senior major-decision support | — | — | — | ✓ |
| Professional fee |
$415 / month |
$1,500 upfront + $415 / month |
$625 / month |
$1,500+ / month |
YOUR PREFERRED OPTION
MONTHLY PROFESSIONAL FEE
WHY THIS MAY FIT
01
02
03
04
Connecting the engagement back to your priorities.
Reduce unknowns
Structure, asset ownership, contractors and tax obligations all warrant appropriate consideration as the business develops.
Get ahead of tax
Earlier review creates more opportunity to manage tax positions, PAYG instalments, retained profits, dividends and asset decisions appropriately.
Improve visibility
Better financial oversight can help identify margin, cost and working-capital pressures before they develop into larger issues.
Advice when it matters
The aim is to provide an appropriate level of access during the year rather than restricting the relationship to annual accounts and tax returns.
OPTIONAL PROTECTION
Accountancy Insurance.
Once the accounting relationship is established, you may also wish to consider optional cover towards professional costs arising from eligible ATO and other regulatory reviews, audits and enquiries.
INDICATIVE PREMIUM
$299
+ GST P.A.
INDICATIVE PROFESSIONAL FEE COVER
$20,000
UP TO · SUBJECT TO POLICY TERMS
RECENT CLAIM CATEGORIES
Areas generating professional review costs.
01
Payroll Tax All States
15.23%
02
BAS Pre & Post Assessment
13.99%
03
Income Tax Full / General / Combined
10.70%Claims percentages relate to the period 1 July 2025 to 30 June 2026. Accountancy Insurance is optional and separate from PRATT Partners' professional fees. Any cover remains subject to the insurer's policy terms, conditions, exclusions and eligibility criteria.
COMMERCIAL TERMS
Clear scope. Clear expectations.
These commercial terms should be considered together with the formal engagement documentation issued before commencement.
Monthly fees & annual engagement
Monthly fees shown represent the agreed monthly instalments for a 12-month service engagement, unless otherwise stated.
The corresponding annual professional fee is displayed with each package for transparency.
Annual fee review
Fees may be reviewed annually having regard to CPI, changes in scope, complexity, transaction volume, service requirements and other relevant circumstances.
Any material change to the agreed engagement will be discussed with you.
Disbursements & third-party costs
A 5% disbursement charge applies to our professional fees, together with subscriptions or third-party expenses paid on your behalf, including Xero subscriptions where applicable.
Work outside the agreed scope
Assistance with matters outside the agreed scope will be separately quoted or invoiced using our applicable professional rates, depending on the nature of the matter.
Where a separate engagement is appropriate, we will discuss the proposed scope and fees before commencing substantive work.
Specialist & separately scoped matters
Material restructuring, legal documentation, historical remediation, valuations, ATO audits or reviews and specialist tax, legal, insurance or other professional advice are not included unless expressly stated.
Where another appropriately qualified adviser is required, we may recommend that separate specialist advice be obtained.
Routine ATO correspondence
Where included, routine ATO correspondence means ordinary correspondence arising directly from compliance services within the agreed scope.
ATO audits, reviews, objections, payment arrangements, historical disputes and material remediation are separate services.
YOUR PROPOSAL
Your preferred engagement.
SERVICE PACKAGE
+ GST / month
ANNUAL PROFESSIONAL FEE
ACCOUNTANCY INSURANCE
Not selected
—
ADDITIONAL
5% disbursement charge, applicable subscriptions, third-party expenses and services outside the agreed scope are separate.
CONFIRM YOUR SELECTION
Ready to move forward?
Confirming below records your preferred service option and asks PRATT Partners to prepare the formal engagement documentation for review and approval.
YOUR SELECTION
IMPORTANT
This confirmation records the preferred commercial service option only. The final scope, respective responsibilities, engagement terms and applicable fees will be documented in PRATT Partners' formal engagement documentation before services commence.
