01 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

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 current risks first while keeping the ongoing engagement focused on core compliance.

02 CORE COMPLIANCE

Essential Compliance

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

ANNUAL FEE

$4,970 + GST

Per annum, subject to the agreed annual scope.

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

03 COMPLIANCE + PROACTIVE TAX

Growth Advisory

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

ANNUAL FEE

$7,220 + GST

Per annum, subject to the agreed annual scope.

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 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.

04 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

From $12,620 + GST per annum, subject to scope.

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.

Quick Links

Services

Locations

Four levels of support.

Initial Review + Essential Compliance

Essential Compliance

Growth Advisory

Strategic Business Advisory

Quick Links

Services

Locations

What clients say

Advisory Tools