PRICES

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.

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 $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/