PRICES
Individual Clients
Individual Clients
Tax Return $187.00 ea #
# Pre - 2014 $220 ea
# Fee from Refund not available
Rental Property Schedule $132 each (shared up to 3 individuals)
MV Log Book Method Worksheet Claim generally included if information is clearly provided
Sole Trader – Non GST Reg from $275
Sole Trader – GST Reg from $550
Typical Individual Example
– Husband & Wife, both working with one rental property $187 @2 + $132 = $506
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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
Business Clients
- Free, No Cost, No Obligation initial Chat to Scope out work required
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How Tradies Can Increase Profits by 10-25% (without spending any money)
New Business Setup
Structures required to set up a new business
ABN Application $165
Business Name Registration $165
Trust Setup - Discretionary or Unit Trust with individual Trustee $1,650#
Trust Setup - Discretionary or Unit Trust with Corporate Trustee $3,300#
Partnership / JV - Of Individuals - of Trusts - Companies - price on application #
Trading Company - individual directors and shareholders $1,980#
Due Diligence on proposed business purchase, or to prepare for sale - price on application
- 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.
Property Investor Advice
Initial Strategic Tax Advice from $297,
- On all Tax Issues at play, up to 1 hour meeting verbal advice and summary notes.
- Investment Property Due Dilgence
- Structuring for maximise 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
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Property Developers Advice
Tax implications of splitting blocks
Use of the Margin Scheme to reduce GST on sale of new residential property
When does a renovation deemed to be new residential property and subject to GST
Does your project become an enterprise for GST.
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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/
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