Our Annual Service Fees

We offer a wide range of options under our Annual Service. The following table gives an overview of the different Service Levels and the annual fees they attract. Please contact us for further clarification of the different options available to you.

Annual Service Level Breakdown

Service Level Annual Pricing Services Provided
Silver $2,200/Year
including GST

See Details

  • Collation of source material
  • Coding information into system for up to 11 assets and up to 75 transactions
  • Review of information for compliance and Generation of year end reporting
  • Lodgement of tax return
  • Lodgement of End of Year BAS/IAS return if required
  • Reconcile up to two bank accounts
  • Arranging Audit if required
  • Annual GST registration on request, to access refund entitlements

end faq

Silver Elite $2,750/Year
including GST

See Details

  • As for Silver plus
  • Coding information into system for up to 23 assets and up to 125 transactions – inclusive of above
  • Reconcile up to three bank accounts
  • Review up to 3 current pensions streams
  • PAYG summary for pension payments
  • Process information for one property or one private unit trust

end faq

Gold $3,410/Year
including GST

See Details

  • As for Silver Elite plus
  • Coding information into system for up to 35 assets and up to 200 transactions - inclusive of above
  • Reconcile bank accounts
  • Review current pensions streams
  • Process a property and a private unit trust assets or up to two properties
  • Lodgement of Quarterly BAS/IAS returns

end faq

Platinum $4,510/Year
including GST

See Details

  • As for Gold plus
  • Processing information for three or more properties
  • Coding information into system for up to 47 assets and up to 300 transactions – inclusive of above

end faq

Platinum Elite $5,995/Year
including GST

See Details

  • As for Platinum plus
  • Coding all information for the fund
  • Monthly BAS/IAS returns if required by the ATO

end faq