PRIVATE CLIENT PROPOSAL

Private Practice · Family Tax · BAS

ANNUAL TAX & ACCOUNTING SERVICES

Clear scope. Clear fees.

Thank you for the opportunity to assist.

A tailored annual tax and accounting service covering individual taxation, business income, quarterly BAS obligations and annual tax planning, with taxation support available within the agreed scope.

INDICATIVE ANNUAL PROFESSIONAL FEE $3,000 - $3,300 plus GST

A 5% disbursement / administration charge applies in accordance with our engagement terms.

01 · ANNUAL SCOPE

Included professional services.

The indicative fee range below is based on the services presently identified and assumes complete and reasonably maintained records are provided on a timely basis.

01

Individual Tax Compliance

  • Preparation of two individual income tax returns, including relevant business income schedules
  • Salary and wages
  • Residential rental property schedule
  • Routine ATO correspondence directly relating to included services
  • General taxation queries within the agreed scope
02

Business Activity Statements

  • Preparation of four quarterly Business Activity Statements for the relevant business activity
  • Review of GST treatment relevant to BAS preparation
  • Review of information provided for GST reporting purposes
03

Tax Planning

  • Annual tax planning review prior to year end, within the agreed scope
  • PAYG instalment review, where applicable
  • Consideration of material taxation matters identified in the ordinary course of the engagement
02 · INDICATIVE FEES

Annual fee range.

Fee component From To
Professional fees $3,000.00 $3,300.00
5% disbursement / administration charge $150.00 $165.00
Subtotal $3,150.00 $3,465.00
GST $315.00 $346.50
Total incl. GST $3,465.00 $3,811.50
BOOKKEEPING - IF REQUIRED $150 per hour + GST Not included in the annual professional fee range above.

The above is an indicative fee range based on the scope and information presently available. The final fee may vary where the nature, complexity, volume or quality of records differs materially from that presently understood.

03 · SPECIALIST REFERRALS

External expertise when required.

Where matters fall outside our professional scope, we can facilitate an introduction to an appropriately qualified or licensed provider.

Financial advice By referral to an appropriately licensed adviser
Insurance advice By referral to an appropriately licensed adviser
Legal advice By referral to an appropriately qualified legal practitioner
Mortgage broking / credit assistance By referral to an appropriately licensed provider

Referred services are outside the scope of PRATT Partners' engagement and, where applicable, are subject to a separate engagement and fee arrangement directly with the relevant provider.

PROFESSIONAL SCOPE

Defined scope. Professional clarity.

Our services are limited to accounting, Australian taxation and related business advisory matters within our professional competence and the agreed scope of engagement.

Legal advice, financial product advice, investment advice, insurance advice and credit assistance are not provided under this engagement. Where appropriate, we may recommend that advice be obtained from a suitably qualified and, where required, appropriately licensed provider.

04 · ENGAGEMENT BASIS

Clear expectations. From the outset.

01

Indicative Pricing

Fees are based on the scope and information presently available and may be reviewed if complexity, transaction volume or service requirements change.

02

Records

Pricing assumes complete and reasonably maintained records and supporting information are provided to us on a timely basis.

03

Additional Work

Material work outside the agreed scope will be discussed and separately scoped before proceeding where practicable.

04

Excluded Work

Unless separately agreed, the fee does not include historical reconstruction, amended returns, ATO audits or reviews, objections, detailed restructuring, valuations, legal documentation or specialist advice.

05

AML & KYC

Our engagement is subject to applicable client identification, verification, risk assessment and other AML/CTF requirements.

06

Formal Engagement

This proposal is indicative and does not itself constitute our formal engagement. Services commence following acceptance of our formal engagement documentation and completion of applicable onboarding requirements.

PRATT PARTNERS

Tax and accounting support, with clarity and discipline.

The proposed scope and fee range are designed to provide a clear basis for the annual engagement while allowing additional work to be separately agreed where circumstances require it.

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PRATT Partners | Chartered Accountants
Home
Accounting
Taxation
Advisory
Insights
Additional Services
About
Contact
Contact
Home
Accounting
Taxation
Advisory
Insights
Additional Services
About
Contact
Contact
PRATT Partners Chartered Accountants

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Statement: Liability limited by a scheme approved under professional legislation.

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PRATT Partners

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Locations

  • Sydney
  • Gold Coast
  • Brisbane
  • Noosa
  • Hunter Region
  • Australia-wide

Services

  • Business Accounting
  • Tax & Tax Planning
  • Business Advisory
  • Gold Coast Tax
  • Insights

Who We Help

  • Business owners
  • Private companies
  • Family businesses
  • Professional services
  • Private & family groups
  • International clients

Offices & Meetings

Sydney

Level 21, 68 Pitt Street
Sydney NSW 2000

Gold Coast

Level 9, 1 Corporate Court
Bundall QLD 4217

Brisbane By Appointment Only

Level 18, 324 Queen Street
Brisbane City QLD 4000

Chartered Accountants Australia & New Zealand Registered Tax Agent · TPB 26066818 Chartered Tax Adviser

1300 772 882

enquiries@prattpartners.com.au

Monday–Friday · 8:30am–5:00pm

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