Pricing List

Individual Tax

Standard Individual Tax Return: $180 – $250 (depending on complexity)
Capital Gains Tax Schedule (shares, crypto, or other assets): $100 per schedule
Rental Property Schedule: $100 per property
CGT on Property Sale: From $180 (depending on complexity)
Ad Hoc / Additional Correspondence & Amendments: $180/hour

Sole Trader Tax Return: $330

Sole Trader BAS (basic): From $120 per quarter

Annual GST Return: $200

Taxable Payments Annual Report (TPAR): $120

Tax Return Amendments: From $200

Ad Hoc / Additional Correspondence & Amendments: $180/hour

Partnerships

Company Tax Return & Financials: From $800 (depending on complexity)
Company BAS (with Xero): From $150 (review & lodge – preparation not included)
Company BAS Preparation (no Xero): $280
Payroll & FBT Returns: From $200
Annual Financial Statements: From $450
Business Advisory: $200/hour

*Proprietary Companies

Your Choice of Name: $1,100*
Professional Practice Company (e.g. engineering, pharmacy, accountancy): $1,100*
ABN, TFN & GST Registration: $220

All company registration fees are payable within 7 days of invoicing.
Late payment (after 7 days) incurs an additional $110 fee.

Company Maintenance & Secretarial Services

ASIC Annual Review: $200
- Includes reviewing ASIC correspondence, confirming solvency, and processing payment.
- Free if completed in conjunction with standard company changes (as outlined below), excluding complex amendments.
Company Changes (clients without annual review): $250 per ASIC form
* Covers preparation and lodgment of standard changes such as:
- Change of company or business address
- Appointment or resignation of directors or secretaries
- Update of officeholder or contact details

* ASIC filing fees not included.

Complex Company Amendments:

*Quoted individually based on complexity.

Other Company Services

Division 7A Loan Agreement: $280
Company Name Change: $880
Company Name Reservation: $250
Company Deregistration: $250
Company Detail Changes: $250
Change of Company Type (e.g. public → Pty Ltd): From $650* (excl. ASIC fee)
Company Document Pack / Register Reconstruction: $695
Share Buy-Back: From $1,500*
Company Financial Assistance: From $1,500*
Company Constitution Upgrade: $550*
Conversion to Single Director/Member (incl. new constitution): From $550*
Company Secretarial Work: From $250
(e.g. issue/transfer/redeem shares, officer changes, modifying constitutions, etc.)

Trusts – Tax Return, BAS & Financials

Trust Formation

Discretionary Family Trust Setup: $1,200
- Includes Trust Deed and accounting setup (legal advice not included)
- First annual resolution included free with Trust Tax Return
Unit Trust Setup: $1,500
Corporate Trustee Setup: $1,500
- Includes ASIC Pty Ltd registration, TFN & ABN applications
Trust Resolutions: $120 per resolution (minimum one required each financial year)

Trust Amendments

Change of Name / Trustee / Principal / Appointor / Beneficiaries: $550* each
Foreign Persons Exclusion: $750* (NSW: $950*)
Trust Deed Upgrade (Acis): $650*
Trust Deed Upgrade (non-Acis): $750*
Specific Provision Amendment: From $650*
Ratification / Correction / Confirmation: From $650*
Replacement or Vesting Deed: From $650*
Combination of Amendments: From $650*
Bank (Borrowing) Opinion: From $600*
Trust Secretarial Work (unit issue/transfer/redemption): From $500

Superannuation Funds – Tax Return, BAS & Financials

SMSF Tax Return, Financials : From $2,200 (depending on complexity)
SMSF Annual Audit: From $500
*Outsourced audit fees as required by Australian law; cost depends on complexity.
SMSF Annual BGL Administration Fee: $150
*(Simple Fund 360 software for streamlined SMSF compliance)

Superannuation Fund Registration & Services

SMSF Setup: $1,200

Includes setup of superannuation trust, corporate trustee, ABN & GST registration
Excludes consulting or financial advice — independent advice recommended

Ongoing & Legal Documents

SMSF Limited Recourse Borrowing Arrangement