Individual Tax Returns

We offer fixed fees on all our income tax returns so you know the cost before we start:

All fees also include an annual meeting or discussion with one of our friendly, professional staff who will review your circumstances and ensure your deductions are maximised.

For current prices, please contact the office or send us an email.

Business And Accounting Services

We are a time based professional practice and as such our fees are based on the amount and level of work required.  Hourly rates range from $80 for our junior and administration staff to $300 per hour for high level associate time.

We also offer fixed price packages for complete bookkeeping services that can be tailored to your requirements.

Upfront quotes / estimates are available upon request.

Financial Planning

Initial Meeting

At the initial meeting, your Financial Planner will explain to you the services available to you, what you can expect, and the options available to pay for the services.

General advice only will be provided in this meeting and there is generally no charge.

Personalised Statement of Advice

Our practice has a Fee for Service policy, thus charging for all services provided.  Accordingly, you will be charged a Financial Planning Advice Fee that will be based on the time spent developing your recommendations and the complexity of the advice.

Remuneration and payment will be agreed before you become a client of the practice.

The particulars of the fees, commissions and any other relevant remuneration and benefits will be disclosed to you in a Statement of Advice should we proceed to provide you with personal advice.

Our Financial Planning Advice Fee includes:

  • Initial meeting to discuss your current circumstances and understand what you are looking to achieve
  • Preparation of a comprehensive, personalised Statement of Advice that outlines our recommendations for how you can achieve your goals
  • Assistance with implementation of all investment recommendations.

Some example of the strategies that we may consider in formulating your personalised Statement of Advice are:

  • Review of your financial position including superannuation and insurance
  • Retirement Planning including detailed cash flow and wealth projections
  • Structural recommendations to maximise government benefits and minimise taxation
  • Investment product comparisons and recommendations

Ongoing Review Service

The recommendations provided to you in the Statement of Advice form the basis of a sound long-term investment strategy.  It is inevitable that over time changes will occur, not only in investment markets, legislation, fund performance and the political environment, but also in your personal circumstances.

Our Ongoing Review service includes the following:

  • Access to your Financial Planner at any time,
  • Periodic reports on your portfolio, and
  • A comprehensive annual or semi-annual review where we will evaluate your current investment strategy, portfolio, asset allocation and any other issues that may affect your financial planning requirements.

For current prices, please contact the office or send us an email.

For a copy of our latest Financial Services Guide (FSG), click here.

Self Managed Super Funds (SMSFs)

Establishment

Through our relationship with a specialist document provider and legal firm, we can arrange the complete establishment of your Self Managed Superannuation Fund including corporate trustee, Trust Deed with legal signoff, ABN registration as well as general information on the operation of the fund and trustee’s responsibilities all for a fixed fee quoted upfront.

Administration and Compliance Service

Through the use of advanced accounting software that automates significant portions of the administration function of SMSFs, we can offer a highly competitive package that includes full compliance (financial accounts and income tax return) as well as ongoing strategic support for a low fixed price.

Call us for a no obligation quote.

SMSF Audit

With extensive experience in Self Managed Superannuation Funds we have the ability to provide an independent, qualified audit service for SMSFs with fixed prices.

For current prices, please contact the office or send us an email.