Individuals & Property
Personal Tax Returns
from $198 each, see below for more details 
Rental Property Tax Returns
Rental Property Schedule $143 each (shared up to 3 individuals)
- Husband & Wife, both working with one rental property $198 @2 + $143 = $539
- Joint Partners, with 5 rental properties $198@2 + (5@$143ea) = $1,111
Investment-Property-Income-Expenses Spreadsheet
Rental Property Income & Expenses Statement
See Property Tab for other resources
Need Depreciation Schedule - click to order
Property Investor & Developer Advice
Initial Strategic Tax Advice from $498*
- On all Tax Issues at play, up to 1-hour meeting verbal advice.
- Quick follow up email to recap headline tax issue only.
- Investment Property Due Diligence
- Structuring for maximum tax effectiveness
- Ownership and loans setups
- Capital Gains, Stamp Duty, Land Tax,
- GST implications
- Cashflow before & after Tax Cost estimates
- Maximise Tax Deductions & Depreciation
- Residency Consideration for CGT, Negative Gearing
Tax implications of splitting blocks
Use of the Margin Scheme to reduce GST on the sale of new residential property
When does a renovation deem to be new residential property and subject to GST
Does your project become an enterprise for GST?
A couple of blogs that may help in the meantime - see blog tab for the full range of property-related blogs.*The initial verbal advice is for general information purposes only. It is not intended as legal, financial, investment advice, or property tax advice and should not be construed or relied on as such. Before making any commitment of a legal or financial nature you should seek to engage Umbrella Accountants to provide a detail written Property Tax Advice Report.
Detail Property Tax Advice Report -
from $1,980 for a detailed report covering all tax issues and practical solutions
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Individual Clients
Individual Clients & Property Investors
Tax Return $198.00 ea #
2020 Individual Tax Return Checklist
# Pre - 2014 $220 ea
# Fee from Refund not available
# extensive share portfolio, and or work-related expenses POA
MV Log Book Method Worksheet Claim $99 if the information is clearly provided and a valid Log Book is sighted! See also - MyDeduction App
Extra information on how to use and complete a valid Log Book.
Sole Trader – Non-GST Reg from $275
Sole Trader – GST Reg from $550
Uber Drivers- $220 per BAS and $220 for Annual Tax Return - Annual Accounting, BAS & Tax Return from $1,100 for a full year driving, pro-rata for part-year driving GST / Accounting Requirements for Uber Drivers
Uber Drivers Need Tax Professional Help Right Now
Super Fund Notice Required - Deduction for Personal Super Contributions