PRICES
Personal Tax Returns
from $198 each.
Rental Property Tax Returns
Rental Property Schedule $132 each (shared up to 3 individuals)
- Husband & Wife, both working with one rental property $187 @2 + $132 = $506
- Joint Partners, with 5 rental properties $187@2 + (5@$132ea) = $1,034
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 $330*
- 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 $1,100 for a detailed report covering all tax issues and practical solutions
-
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 $55 if the information is clearly provided
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
Business Clients
- No Cost, No Obligation initial Chat to Scope out your work required and see if we are a good fit for your business.
Schedule a meeting - Click a time & place-
How Tradies Can Increase Profits by 10-25% (without spending any money)
New Business Setup
Structures required to set up a new business
Choosing Your Business Structure
ABN Application $165
Business Name Registration $165
Accountants Letter for -Lease Financial Review and the like Bank Letter from
- $220 for current clients
- $550 for non-current clients
Trust Setup - Discretionary or Unit Trust with individual Trustee $1,540#
Trust Setup - Discretionary or Unit Trust with Corporate Trustee $2,200#
Partnership / JV - Of Individuals - of Trusts - Companies - price on application #
Trading Company - individual directors and shareholders $1,980#
Due Diligence on a proposed business purchase, or to prepare for sale - POA
- Further business advice appointments if required, and outside the above scope from $275
# includes trust deeds, company constitution, minutes, ABN, ACN, TFN, GST, PAYG, Fuel Tax Credits, all information required to open a bank account and start trading ASAP.
SMSF - Setup & Annual Compliance
SMSF Bare Trust for Property Investments
SMSF Borrowing Documentation (For Bank Loans) –
Includes registration of PCT Corporate Trustee $2,200
SMSF Initial Setup with Corporate Trustee
SMSF Establishment (includes TFN/ ABN registration)
SMSF Establishment with Corporate Trustee –
Includes 1 – 4 Directors $2,200
SMSF Initial Setup with Individual Trustees
SMSF Establishment (includes TFN/ ABN registration)
Individual Trustees $1,100
SMSF Investment Strategy – Standalone basis TBA
Statement of Advice Basic included
Annual Compliance - Financials, Tax Returns, Audit - from $220 per month
https://www.umbrellaaccountants.com.au/property/smsf-investment-property/
Schedule a meeting - Click a time & place-