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 supported appropriately
as it continues to grow.
01
Structure &
asset protection
You want greater confidence that the business structure
appropriately separates valuable assets from operational
risks and does not unnecessarily expose what you have built.
02
Contractors,
super & compliance
The extensive use of contractors creates uncertainty
around superannuation, WorkCover and contractor
classification obligations that should be reviewed.
03
Insurance
protection
You would like a clearer understanding of the insurance
currently in place and whether there are material gaps
across business, management and cyber risks.
04
Cash flow &
payment risk
Low deposits and customer payment behaviour create
exposure to bad debts and disputes, while competition
limits how aggressively payment terms can change.
05
Margin &
cost pressure
Rising fuel, insurance and operating costs need to be
managed without materially affecting conversion rates
or competitiveness.
06
Ongoing
peace of mind
Most importantly, you want clear advice, fewer unknown
gaps and an adviser who can help the business stay ahead
of issues rather than responding only after they arise.
SERVICE OPTIONS
Choose how involved
you want us to be.
All four options provide a clearly defined engagement.
The difference is the level of review, proactive tax support
and strategic involvement you would like from PRATT Partners.
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 full scope
INITIAL REVIEW
Tax, accounting and business structure review
Review of current company structure and asset ownership
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
their current risks first while keeping the
ongoing engagement focused on core compliance.
02
CORE COMPLIANCE
Essential
Compliance
A reliable annual tax and accounting service focused
on keeping the business compliant.
ANNUAL FEE
$4,970
+ GST P.A.
View full 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 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 PRATT Partners throughout
the year.
ANNUAL FEE
$7,220
+ GST P.A.
View full scope
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
A more active relationship across tax, financial
performance, business risk and significant strategic
decisions.
ANNUAL FEE
$12,620
+ GST P.A. · FROM
View full scope
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 OPTION
PROFESSIONAL FEE
WHY THIS OPTION MAY FIT
Connecting the package
back to your priorities.
01
Business risk
Your current concerns extend beyond compliance.
Structure, asset ownership, contractors and insurance
all warrant ongoing consideration as the business grows.
02
Proactive tax
Reviewing tax before year end creates more opportunity
to manage PAYG instalments, retained profits, dividends,
asset purchases and director loan issues proactively.
03
Better visibility
Greater financial oversight can help identify margin,
working capital and cost pressures before they become
larger operational issues.
04
Access when needed
The objective is to create a relationship where you
can raise material tax and business issues during the
year rather than waiting for annual accounts.
OPTIONAL PROTECTION
Accountancy
Insurance.
We can also arrange access to our Accountancy Insurance
offering 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 CATEGORIES
Where review activity is occurring.
These areas are particularly relevant for businesses
with employees, contractors, BAS obligations and
growing 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
is subject to the insurer's policy terms, conditions,
exclusions and eligibility criteria.
COMMERCIAL TERMS
Clear scope.
Clear expectations.
The following terms apply to this proposal and will be
reflected in the formal 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 to any material change
in scope, complexity or service requirements.
Disbursements & 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
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 before
commencing substantive work.
Separate & specialist matters
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 within the selected package.
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 arrangement
work, historical disputes and material remediation
are separate services.
YOUR PROPOSAL
Your preferred
engagement.
SERVICE PACKAGE
ACCOUNTANCY INSURANCE
Not selected
—
INDICATIVE PROFESSIONAL FEES SELECTED
+ GST
EXCLUDES
5% disbursement charge, subscriptions, third-party
expenses and services outside the agreed scope.
APPROVAL
Ready to
move forward?
Selecting Accept quotation will open a
pre-addressed email confirming your preferred service
option and requesting that PRATT Partners prepare the
formal engagement documentation.
YOUR SELECTION
IMPORTANT
This proposal records your preferred commercial option
only. Final scope, responsibilities, terms and fees will
be documented in the formal engagement documentation
before services commence.
WHAT HAPPENS NEXT
Once your confirmation is received, PRATT Partners will
prepare the formal engagement documentation and onboarding
requirements for your review and approval.
