FEE PROPOSAL · 2026 PRIVATE & CONFIDENTIAL

PREPARED FOR

GOOD MATES REMOVALS PTY LTD

Ongoing tax, accounting & advisory.

Following our initial discussions, we have prepared four service options depending on the level of compliance, tax planning and ongoing strategic support you would like from PRATT Partners.

Review the options ↓

01 Clear annual scope

02 Fixed annual pricing

03 Partner-led oversight

04 Support that can grow with you

OUR APPROACH

Choose the level of support that suits the business now.

All four options provide a defined annual engagement. The difference is how proactive you would like us to be beyond the core accounting and tax compliance work.

You can start with compliance and increase the level of advisory support as the business, complexity and your requirements develop.

SERVICE OPTIONS

Four levels of support.

REVIEW + COMPLIANCE

Initial Review + Essential Compliance

Understand the current tax, structure and risk position first, then move into a focused ongoing compliance engagement.

FIRST YEAR $6,470 + GST

Ongoing from Year 2
$4,970 + GST p.a.
subject to scope.

View inclusions

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

ONGOING ESSENTIAL COMPLIANCE

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 the above services

INDICATIVE FIRST-YEAR FEE

Initial Tax & Structure Review

$1,500

Essential Compliance Package

$4,970

Total first year

$6,470 + GST

Best suited to: businesses wanting to understand and address their current risks first, while keeping the ongoing accounting engagement focused on core compliance.

CORE COMPLIANCE

Essential Compliance

A reliable annual tax and accounting engagement focused on keeping the company compliant.

ANNUAL FEE $4,970 + GST P.A.

View inclusions

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 the above services

Best suited to: businesses primarily seeking reliable compliance and annual tax preparation.

RECOMMENDED

COMPLIANCE + PROACTIVE TAX

Growth Advisory

Compliance handled properly, with proactive tax planning and access to us throughout the year.

ANNUAL FEE $7,220 + GST P.A.

View inclusions

EVERYTHING IN ESSENTIAL COMPLIANCE

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 the above services

PLUS PROACTIVE TAX SUPPORT

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
Basic tax conversations throughout the year within the agreed scope
Proactive identification of material tax and compliance matters

Best suited to: growing owner-managed businesses that want to stay ahead of tax issues rather than dealing with them only at year end.

TAX + BUSINESS ADVISORY

Strategic Business Advisory

An active year-round relationship across tax, financial performance, risk and significant business decisions.

ANNUAL FEE $12,620 + GST P.A. · FROM

View inclusions

EVERYTHING IN GROWTH ADVISORY

Full compliance and proactive tax planning support outlined in the Growth Advisory package.

PLUS STRATEGIC BUSINESS ADVISORY

Quarterly management meetings
Review of financial performance and key business metrics
Profit and margin analysis
Cash flow and working capital review
Review of major asset purchases and financing decisions
Ongoing consideration of business structure and asset protection
Contractor and employment-related risk discussions
Planning for business growth, acquisitions and future exit
Senior advisory support for significant business decisions within scope

Best suited to: businesses seeking an adviser who is actively involved throughout the year rather than only preparing tax returns and BAS.

OUR RECOMMENDATION

Start with clarity. Then choose how proactive you want us to be.

OPTION 01

Initial Review + Essential Compliance

Our preferred starting point where the immediate priority is understanding the existing structure, assets, risks and potential gaps before determining whether further advisory work is warranted.

OPTION 03

Growth Advisory

The stronger ongoing option where you want PRATT Partners involved in tax planning and relevant business decisions throughout the year rather than primarily at year end.

OPTIONAL PROTECTION

Accountancy Insurance.

We can also arrange access to our Accountancy Insurance offering to assist with 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

Why consider the cover?

Recent Audit Shield claims data highlights payroll tax, BAS and income tax matters among the more common areas generating professional costs for accounting firms.

Payroll Tax All States

15.23%

BAS Pre & Post Assessment

13.99%

Income Tax Full / General / Combined

10.70%

Claim percentages shown relate to the period 1 July 2025 to 30 June 2026. Insurance remains optional and separate from our professional fees. Cover is subject to the insurer's policy terms, conditions, exclusions and eligibility criteria.

ENGAGEMENT TERMS

Clear scope. Clear expectations.

Annual fee reviews

The annual fees above will be adjusted each year by the annual percentage increase in the Consumer Price Index (CPI), subject to any material change in scope, complexity or service requirements.

Disbursements and third-party costs

A 5% disbursement charge applies to our professional fees, together with the cost of subscriptions or third-party expenses paid on your behalf, including Xero subscriptions where applicable.

Work outside the agreed scope

Ad hoc assistance outside the agreed annual scope will be invoiced based on the applicable professional rates or separately quoted where appropriate.

Where a matter warrants a separate engagement, we will discuss the proposed scope and fee before commencing substantive work.

Separate or specialist matters

Material restructuring, legal documentation, ATO reviews, historical remediation, valuations and specialist tax, legal or other advisory work are not included unless expressly stated in the selected package.

These matters will be separately scoped and agreed before work proceeds.

NEXT STEP

Select the level of support that suits you.

Once you confirm your preferred option, we will prepare the formal engagement documentation and onboarding requirements.

YOUR PREFERRED OPTION Select a package above

Your selected annual fee will appear here.

Confirm by email ↗ 1300 772 882 ↗

IMPORTANT

This proposal outlines indicative service options and fees based on our discussions to date. It is not, by itself, the formal engagement letter. Final scope, responsibilities, terms and fees will be confirmed in our engagement documentation before services commence.

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Ongoing tax, accounting & advisory.

Choose the level of support that suits the business now.

Four levels of support.

Initial Review + Essential Compliance

Essential Compliance

Growth Advisory

Strategic Business Advisory

Start with clarity. Then choose how proactive you want us to be.

Initial Review + Essential Compliance

Growth Advisory

Accountancy Insurance.

Clear scope. Clear expectations.

Select the level of support that suits you.

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