2020 FEE STRUCTURE

Individual Income Tax Returns[1]

 

 

Standard*                                                           $154.00

Budget**                                                             $143.00

Concessional ***                                                $132.00

 

A $55.00 account fee will be charged if the fee is not prepaid#.

 

* Standard return is one which is completed at the time of consultation, and which does not include complex calculations re capital gains tax, rental properties, and income sources other than salary/wages. Assessment will be issued by the Australian Taxation Office to the address nominated on the return, or as directed by the Australian Taxation Office at its discretion. Copies of prepared documentation will be provided to you on request.

** The Australian Taxation Office will send the Assessment directly to you. A copy of your income tax return may be requested and collected by you at any time during the year. A $22.00 fee will be charged for the provision of such copies.

*** Upon production of a valid pension card. The Australian Taxation Office will mail Assessment directly to you. A copy of your income tax return may be requested and collected by you at any time during the year. A fee will be charged for the provision of such copies.

 # Your tax refund can now be garnished for monies outstanding to the Commonwealth, including overpayment of Centrelink benefits, Child Support Agency debts, HELP, and SLS, and such other debts as may be legislated from time to time. We will only provide a ‘fee-deduction-facility’ to existing clients and only when no such liability is known to exist.

Returns that cannot be completed at the time of consultation may incur additional costs, including an initial consultation fee of $286.00.

 

[1] Returns will not be lodged with the Australian Taxation Office until payment of fees has been made in full.
2Fee applies only to salary/wage earners and does not include additional schedules (see page 3)

 

BUSINESS & ANCILLARY SERVICES

The fees listed below are to be used as a guide. We do not charge more than the quoted price (which is gst inclusive), but may exercise our discretion as to whether to charge full fee in each and every instance.

Except where an account fee of $55.00 is applied on invoice, accounts not paid by the due date noted on the invoice will attract an overdue interest charge of 12% per annum charged monthly in arrears.

 

INCOME TAX RETURN SCHEDULES (including but not limited to)

Rental property }                                                       

Capital Gains Tax }                                                     

Business Income }                                                                   $154.00 ea

Other Schedule}

Tax Reconciliation Statement}

 

  • Fee is for preparation of the schedule only. It does not include costs of analysis, collation or processing of information contained in source documentation, nor the calculation of tax effect of transactions, which will be charged separately.

 

NON-INDIVIDUAL INCOME TAX RETURNS

Partnership}

Company }                                                                               $330.00 ea

Trust }

Superannuation Fund }

  • Set fee does not include data processing from source documentation, preparation and reconciliation of ledger accounts, tax planning, or costs of calculation of your income tax liability.

  • Self Managed Superannuation Funds are subject to independent audit. Audit fees are payable directly to the auditor.
     

BAS/IAS                                                       $330.00 ea

  • Set fee does not include data processing from source documentation, preparation and reconciliation of ledger accounts, or costs of calculation of your GST/PAYG liability, which will be charged on a fee-for-time basis.
     

 

 

 

  

OTHER

Consultation                                                                           $286.00

ABN Application                                                                    $330.00
Business Name Registration                                                 $330.00

PAYG Variation                                                                       $330.00

Corporate Register annual maintenance fee                      $330.00

Corporate Register amendments (each)                             $330.00

Account fee                                                                            $55.00

 

TRAVEL

Per kilometre                                                                        78 cents*

*We are required to pay employees an allowance for the costs of the use of their
own vehicle when traveling to your premises. In addition, we are required to pay employees for the time spent traveling to your premises,
which will be charged to you at the minimum fee-for-time rate for that employee.

 

FEE FOR TIME SERVICES (per hour) (excludes GST)

We maintain comprehensive time-costing systems. The fee charged per activity
that is not an agreed fee activity as listed above, depends upon a matrix of the qualification and seniority of the employee performing an activity, the complexity
of the activity being undertaken, and the time taken to perform the activity. Indicative hourly rates are as follows :-

 

                Principal                                min $200.00          max $400.00

                Senior Accountant               min $150.00          max $300.00

                Junior Accountant                min $100.00         max $200.00

                Trainee Accountant              min $75.00            max $150.00

                Book-keeper                          min $50.00           max $100.00

                Senior Administration          min $50.00            max $100.00

                Junior Administration          min $30.00            max $60.00

We will negotiate a fixed annual fee for existing business clients