Structure
Consider whether the existing company and asset ownership arrangements remain appropriate as the business develops.
TAX · ACCOUNTING · ADVISORY
The right level of support.
Four levels of ongoing support designed around where your business is today — and how involved you would like PRATT Partners to be as the business develops.
CLIENT
GOOD MATES REMOVALS PTY LTD
PREPARED BY
PRATT PARTNERS
OFFICES
SYDNEY · GOLD COAST
01 · OUR DISCUSSION
What we heard.
The priority is not simply preparing tax returns. It is creating greater confidence around the business, its structure, compliance obligations and the decisions being made as it continues to grow.
Contractors
Consider material contractor, superannuation, payroll-related and other compliance risks requiring further attention.
Protection
Improve visibility over business risks, insurance, customer payment exposure and areas where specialist advice may be appropriate.
Performance
Better understand margins, cash flow, operating costs and other financial pressures as the business grows.
Tax
Move from dealing with tax only after year end to considering material tax issues earlier where the selected service level provides for this.
Peace of mind
Establish an accounting relationship with clear scope, greater visibility and access to appropriate support when matters arise.
This reflects our preliminary understanding from our discussions. Specific advice will depend on the relevant facts, applicable law and the final agreed scope of engagement.
RECOMMENDED FOR GOOD MATES
Stay ahead, rather than catch up.
OUR SUGGESTED STARTING POINT
Growth Advisory
$625
+ GST
per month
per month
12-month professional fee: $7,500 + GST
Based on our initial discussions, Growth Advisory provides a balanced level of support — your core accounting and tax compliance is handled while also providing proactive tax planning and appropriate access to PRATT Partners throughout the year.
If you would prefer to first understand the existing structure and risk position before committing to broader advisory support, the Initial Review + Essential option provides an alternative starting point.
This recommendation is based on the information presently available from our discussions and may need to be reconsidered if the relevant circumstances or scope change.
FIND YOUR FIT
What sounds most like you?
Choose the statement that most closely reflects the relationship you want with your accountant.
02 · SERVICE OPTIONS
Choose how involved you want us to be.
All four options are genuine service alternatives. The difference is how much review, proactive tax support and strategic involvement you would like.
SWIPE TO COMPARE
← →
01
ESSENTIAL
Essential Compliance
The essentials, professionally managed.
$415
+ GST
per month
12-month professional fee:
$4,980 + GST
per month
INCLUDED
- 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 arising directly from the included services
- Access to PRATT Partners' specialist support and referral network where appropriate
BEST SUITED TO
Businesses primarily seeking reliable annual tax, accounting and corporate compliance.
02
REVIEW FIRST
First-year professional fees:
$6,480 + GST
Review, Resolve & Maintain
Understand where you stand first.
INITIAL REVIEW
$1,500
+ GST once-off
+
THEN ONGOING
$415
+ GST / month
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 material tax and structural matters
- Recommended implementation pathway where appropriate
- Follow-up meeting to discuss findings
- Everything included in Essential Compliance
- Access to PRATT Partners' specialist support and referral network where appropriate
BEST SUITED TO
Businesses wanting to understand and address current risks before deciding whether broader advisory support is required.
RECOMMENDED FOR GOOD MATES
03
PROACTIVE
Growth Advisory
Stay ahead, rather than catch up.
$625
+ GST
per month
12-month professional fee:
$7,500 + GST
per month
FOR $210 + GST MORE PER MONTH
Add proactive tax planning and ongoing tax support to the Essential Compliance service.
EVERYTHING IN ESSENTIAL, PLUS
- 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 and director loan accounts
- Review of material asset purchases and depreciation
- Reasonable access for routine tax and accounting discussions relating to matters within the agreed scope
- Proactive identification of material tax and compliance matters arising from services performed within the agreed scope
- Access to PRATT Partners' specialist support and referral network where appropriate
BEST SUITED TO
Growing owner-managed businesses that want to anticipate tax issues rather than only addressing them at year end.
04
PRIVATE ADVISORY
Strategic Business Advisory
Greater oversight. Greater access.
$1,500
+ GST
per month · from
12-month professional fee:
from $18,000 + GST
per month · from
QUARTERLY
structured business reviews
YEAR-ROUND
senior advisory access within scope
FORWARD-LOOKING
tax, cash flow, risk & growth
EVERYTHING IN GROWTH ADVISORY, PLUS
- Quarterly management and advisory meetings
- Review of financial performance and agreed key business metrics
- Revenue, gross profit and margin analysis
- Cash flow and working capital review
- Review of material operating cost movements and financial pressures
- Discussion of major asset purchases and financing decisions from an accounting and tax perspective
- Ongoing consideration of business structure and asset-protection objectives from an accounting and tax perspective
- Contractor and employment-related tax and compliance discussions
- Business growth, acquisition and expansion discussions
- Longer-term succession and exit planning discussions
- Priority senior advisory support for significant decisions within the agreed scope
COORDINATED ADVISORY
Where appropriate, we can help coordinate input from your accountant, lawyer, insurance broker, finance broker, financial adviser and other specialists so significant decisions can be considered in the broader context.
BEST SUITED TO
Established and growing businesses that want an adviser more actively involved in financial performance, risk and decision-making throughout the year.
03 · SUPPORT AROUND YOUR BUSINESS
One relationship. Broader support when required.
Where a matter requires expertise outside the agreed accounting and tax scope, we can help identify the appropriate next step and, with your authority, coordinate with relevant specialists.
ATO Support
Access to our dedicated ATO liaison support for routine ATO matters arising within the agreed engagement.
Substantial ATO reviews, audits, objections, disputes, payment arrangement work and remediation may require a separate scope and fee.Corporate Secretarial
Access to our corporate secretarial team for ASIC administration, entity establishment and related corporate requirements.
Incorporations, restructures and implementation work may be separately scoped.Legal Advice
Where legal advice is required, we can introduce you to appropriately qualified legal advisers for contracts, commercial documentation, asset-protection matters and other legal requirements.
Legal advice is provided separately by the relevant legal adviser under their own engagement.Insurance Review
Where appropriate, we can introduce you to an insurance broker to consider your existing business insurance and other relevant cover requirements.
Insurance advice and placement are provided separately by the relevant licensed provider.Financial Planning
Where personal financial advice is required, we can introduce you to an appropriately licensed financial adviser for tailored financial planning advice.
Financial product advice is provided separately by the appropriately licensed adviser.SMSF & Superannuation
Access to specialist SMSF and superannuation support where fund-specific or specialist advice is required.
Advice requiring an Australian financial services licence or specialist implementation will be separately provided or referred as appropriate.Finance & Lending
Where funding is required, we can introduce you to an appropriately licensed mortgage or finance broker for business, equipment, property and other lending needs.
Credit assistance and lending advice are provided separately by the relevant licensed broker and remain subject to lender assessment and approval.
04 · OPTIONAL PROTECTION
Accountancy Insurance.
We can also arrange access to our Accountancy Insurance offering, designed to assist with the professional costs associated with responding to eligible ATO and other regulatory reviews, audits and enquiries.
INDICATIVE PREMIUM
$299
+ GST per annum
INDICATIVE PROFESSIONAL FEE COVER
Up to $20,000
Subject to the insurer's policy terms, limits,
conditions, exclusions and eligibility requirements.
RECENT CLAIM CATEGORIES
1 JULY 2025 — 30 JUNE 2026
01
Payroll Tax — All States
15.23%
02
BAS — Pre & Post Assessment
13.99%
03
Income Tax — Full / General / Combined
10.70%Accountancy Insurance is optional and separate from PRATT Partners' professional fees. Cover is subject to insurer terms, conditions, exclusions, limits and eligibility.
05 · CLEAR EXPECTATIONS
Clear scope. No surprises.
Monthly pricing and annual engagement
Monthly amounts are presented to make the ongoing investment easier to understand. Unless expressly stated otherwise, the underlying service is an annual engagement and the corresponding annual professional fee is shown with each package.
Monthly billing arrangements and commencement dates will be confirmed in the formal engagement documentation.
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 and third-party costs
A 5% disbursement charge applies to our professional fees, together with applicable subscriptions and third-party expenses paid or incurred on your behalf, including Xero subscriptions where applicable.
Work outside the agreed scope
Services outside the selected package are not included merely because they relate to the business.
Additional matters may be separately quoted, separately engaged, or charged in accordance with the applicable professional rates and engagement terms.
Where substantive additional work is required, we will discuss the proposed scope and fees before proceeding where appropriate.
Matters requiring separate scope
Material restructuring, legal documentation, detailed asset-protection advice, historical remediation, substantial bookkeeping correction, ATO audits or reviews, objections, valuations, specialist tax advice and other material work outside the selected package are separately scoped unless expressly included.
Advisory boundaries
PRATT Partners' advisory services under this proposal are limited to the accounting, tax and business advisory matters expressly described in the selected package and formal engagement documentation.
The engagement does not itself include legal advice, financial product advice, credit advice or insurance advice.
Specialist referrals
Where specialist advice is appropriate, we may recommend or introduce an external professional. The external adviser acts under their own engagement and remains responsible for their advice and services.
Appropriate authority will be obtained before confidential client information is provided to an external adviser, except where disclosure is otherwise required or permitted by law.
If PRATT Partners receives, pays or is otherwise entitled to a referral fee, commission or other material benefit, any disclosure required under applicable professional and ethical requirements will be made.
Information and client responsibilities
Our work will rely on information, records and explanations provided by you and information otherwise available to us.
You remain responsible for providing complete, accurate and timely information relevant to the services.
No audit or assurance
Unless expressly agreed otherwise, the preparation of financial statements, tax returns and related work under this proposal does not constitute an audit or review and no audit or assurance opinion is expressed.
Formal engagement
This proposal summarises the proposed commercial scope and fees. The engagement remains subject to PRATT Partners' applicable Terms of Engagement and any entity-specific engagement documentation provided to you.
Those documents address the responsibilities of each party, confidentiality, privacy, professional obligations, billing, records, conflicts, termination, dispute resolution and other conditions applying to the engagement.
07 · YOUR SELECTION
Ready to move forward?
Select your preferred service level and provide your details. We will prepare the appropriate engagement documentation and contact you regarding the next steps.
PROPOSAL VALIDITY
The pricing shown is based on the scope presently understood and remains available for selection until 30 September 2026, unless otherwise agreed.
NO PAYMENT REQUIRED TODAY
Selecting a package simply records your preferred service level so we can prepare the appropriate engagement documentation.
YOUR PREFERRED SERVICE
Select a package above
Your preferred service and fee will appear here.
YOUR PREFERRED SERVICE
Thank you. We'll take it from here.
Your preferred service has been received. We will prepare the appropriate engagement documentation and contact you regarding the next steps.
SELECTED SERVICE
Anthony Pratt
PRATT Partners
