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07 304 00 304  

PRICES


Personal Tax Returns

from $198 each.

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

2020 Rental Questionaire

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                             

Property Values Factors

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.
 
http://www.umbrellaaccountants.com.au/capital-gains-tax-cgt-renting-principal-home/
  
http://www.umbrellaaccountants.com.au/holiday-rental-tax-deduction-claims-ato-warning/
http://www.umbrellaaccountants.com.au/backyard-splitter-blocks-catching-southeast-qld/
 
http://www.umbrellaaccountants.com.au/property-get-an-appropriate-valuation/
 
http://www.umbrellaaccountants.com.au/demolishing-old-rental-property-cgt-implications/

*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 $1,650 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 $99 if the information is clearly provided and a valid Log Book is sighted!

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

Cashbook-Expenses-GST

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

New Business Setup

Structures required to set up a new business

Choosing Your Business Structure

ABN Application $198

Business Name Registration $198

Accountants Letter for -Lease Financial Review  and the like Bank Letter from

  1. $220 for current clients
  2. $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 $3,300#

Partnership / JV - Of Individuals - of Trusts - Companies - price on application #

Trading Company - individual directors and shareholders $2,200#

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 $330

# 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 $3,300

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 $498 per month

https://www.umbrellaaccountants.com.au/property/smsf-investment-property/

Schedule a meeting - Click a time & place-

Fields marked with an * are required

Logan City

U65/202-206 Fryar Road Eagleby, Qld, 4207 Phone: +61 (0) 7304 00304 E-Mail: garry@umbrellaaccountants.com.au

North Lakes

Unit 1.03, 15 Discovery Drive, North Lakes, Qld, 4509 Phone: 07 304 00 304 E-Mail: garry@umbrellaaccountants.com.au

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    Narangba

    16 Hall Road, Narangba, Qld, 4504 Phone: 07 304 00304 E-Mail: garry@umbrellaaccountants.com.au
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