We know you don’t understand tax and we love it.
So it makes sense that we’re a match made in heaven. We know that makes us a little weird.
The world of tax is full of acronyms, like TFN, ABN, FBT, CGT, SGC, TPAR & TBAR, to name a few. How’s that for confusing? We know how a TFN is used on an ITR, which can also record your CGT and we know to how to interpret this for you (in English).
Pricing
We have 3 ways to work together depending on how much support and optimisation you want.
Individuals
Lodge & Done
Simple Tax Return
$180 – $195
No Advice
Questionnaire
Minimal Deductions
Interest only Investments
Email-only support
* No Fee From Refund
CORE – Most Popular
Tax Optimisation
$260 – $280+
Tax Optimisation
Deduction review
1 rental property
Basic CGT guidance
Email support + limited Q&A
* No Fee From Refund
INVESTOR
$340 – $1,010+
Rental + CGT
multiple rentals
share portfolio / crypto
*Tax not completed in an appointment
* No Fee From Refund
Add-Ons
Extra property: +$80 per property
Bookkeeping $160/hour
Financials for Sole Trader: $440
CGT Simple (simple shares (noDRP’s)/good records): $150
CGT Moderate (property/partial records): $350
CGT Complex (multiple events/missing data): $650+
Businesses
Compliance Only
$1,200 – $2,520/year
$100-$210/month
Tax + basic obligations
Tax
BAS
Email support + limited Q&A
* No bookkeeping or payroll
Growth
$3,000 – $6,000/year
$250-$500/month
Tax
BAS
Quarterly check-ins + Email support
Light Strategy
Advisory
$6,000 – $12,000+/year
$500-$1,000/month
Tax
Ongoing advisory
Structuring
Full tax strategy
Priority access
Monthly Check-Ins
Self Managed Superfunds
Compliance Only
$1,690 – $2,000/year
Tax + basic obligations
Simple Fund
Small investment portfolio
Investor
$2,000 – $4,000+/year
Tax + obligations
Large investment portfolio
Segregated fund
Other charges
Actuarial Certificate (if required)^
Audit^
Pension Commencement-$320
Trust Deed update-$550
^ price set by other provider
Advisory
Xero
Xero Setup for Businesses – $640
* includes training
+ Setup payroll – $160
+ For each employee – $80
Health Check – $320
Training (1 hour) – $320
Setups
Structure Formation
Company * – $1,600
Trust * – $1,975
SMSF * – $1,535
Bare Trust – $2,075
Trust Deed Update – $550
ABN, GST, PAYGW – $90-175
Business Name – $90
*Includes all ASIC & ATO registrations
Extra
ASIC Change – $80-320
WorkCover – $256
Quick Advice – $90
Section 52 – $350-700
Basic Budget – $350-700
What if I did this? – $350-700
Letters – $165
what do I need
to bring to my tax appointment
I can't make it
in person to complete my Individual Tax Return
