PRIVATE & CONFIDENTIAL FEE PROPOSAL · 2026

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, proactive tax support and ongoing business advice you would like from PRATT Partners.

01 Clear annual scope

02 Transparent fees

03 Partner-led oversight

04 Support that can grow with you

YOUR PRIORITY

What do you want from the relationship?

Choose the statement that best reflects the level of support you would like today. You will still be able to compare all four options before deciding.

RECOMMENDED BASED ON OUR INITIAL DISCUSSIONS

Our recommendation is a starting point only. You remain free to select any of the four service options.

SERVICE OPTIONS

Four levels of support.

Swipe across on mobile to compare. Open the full scope where you would like more detail, then select the option that best suits the business.

01 REVIEW + COMPLIANCE

Initial Review + Essential Compliance

Understand the current tax, structure and risk position first, followed by ongoing core compliance.

FIRST YEAR $6,470 + GST

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

View full 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

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 accounting engagement focused on core compliance.

02 CORE COMPLIANCE

Essential Compliance

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

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

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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 support throughout the year.

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

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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 / 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.

04 TAX + BUSINESS ADVISORY

Strategic Business Advisory

An active year-round advisory relationship across tax, financial performance, business risk and strategic decision-making.

ANNUAL FEE $12,620 + GST P.A. · FROM

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EVERYTHING IN GROWTH ADVISORY

Full annual compliance and proactive tax planning support contained 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.

SWIPE TO COMPARE →

YOUR PREFERRED SERVICE PACKAGE

COMPLIANCE + PROACTIVE TAX

Growth Advisory.

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

OPTIONAL PROTECTION

Accountancy Insurance.

We can also arrange access to our Accountancy Insurance offering, designed to assist with professional costs incurred in responding to 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 ACTIVITY

Areas generating professional review costs.

These categories are particularly relevant for growing businesses with employees, contractors, regular BAS obligations and increasing transaction volumes.

01

Payroll Tax All States

15.23%

02

BAS Pre & Post Assessment

13.99%

03

Income Tax Full / General / Combined

10.70%

Claims percentages shown relate to the period 1 July 2025 to 30 June 2026. Accountancy Insurance is optional and separate from our professional fees. 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 final engagement documentation.

Annual fee adjustment

The annual fees above will be adjusted each year by the annual percentage increase in the Consumer Price Index (CPI), subject also 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.

Ad hoc work outside the package

Assistance with ad hoc matters outside the agreed scope will be invoiced based on our applicable professional rates or separately quoted where appropriate.

Where a matter requires a separate engagement, we will discuss the proposed scope and fees with you before commencing substantive work.

Matters separately scoped

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

These services will be separately scoped and agreed before proceeding.

Routine ATO correspondence

Where included in the selected package, routine ATO correspondence means ordinary correspondence arising directly from compliance services within the agreed scope.

ATO audits, reviews, objections, payment arrangement work, historical disputes and material compliance remediation are separate services.

YOUR PROPOSAL

Review. Then confirm.

Please review your preferred service package and optional Accountancy Insurance selection below.

SERVICE PACKAGE Growth Advisory

$7,220

ACCOUNTANCY INSURANCE Not selected

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INDICATIVE PROFESSIONAL FEES SELECTED $7,220 + GST

EXCLUDES

5% disbursement charge, subscriptions, third-party expenses and work outside the agreed scope.

IMPORTANT

This proposal outlines the selected service option and indicative professional fees based on our discussions to date. It is not, by itself, the formal engagement letter.

Final scope, responsibilities, terms and fees will be documented in the formal engagement documentation before services commence.

ACCEPTANCE

Ready to proceed?

Selecting Accept quotation will open a pre-addressed email confirming your preferred option and asking PRATT Partners to prepare the formal engagement documentation.

Discuss before accepting

WHAT HAPPENS NEXT

Once we receive your confirmation, we will prepare the formal engagement documentation and onboarding requirements for your review and approval.

1300 772 882 anthony.pratt@prattpartners.com.au