PRICES

Individual Clients

Individual Clients & Property Investors

Tax Return $187.00 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

Ensure all:-

2020 Income Statements have been "Finalised"

Managed Funds - Income Protection, Tax Deductible Super Contribution Notice have been issued

Super Fund Notice Required - Deduction for Personal Super Contributions

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

2020 Rental Questionaire

Investment-Property-Income-Expenses

See Property Tab for other resources

Need Depreciation Schedule - click to order

Property Trust Tax Returns

Rental Property held via a property trust, POA

Sharing Economy Rental Property Tax Schedules

renting out a room or a whole house or unit on a short-term basis, through platforms such as Airbnb, HomeAway or Flipkey, $220 each schedule

Partners with 2 shared rental properties (Holiday homes, or rooms) $187@2 + $220@2 = $814
Airbnb - how to declare rental income & expenses

Schedule a meeting - Click a time & place-

Property Investor Advice

Initial Strategic Tax Advice from $297*

- On all Tax Issues at play, up to 1-hour meeting verbal advice.
- 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

*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 Written Property Tax Advice Reports -

from $1,100 for a detailed reporting covering all tax issues and practical solutions

Schedule a meeting - Click a time & place-

Uber Drivers

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

Cashbook-Expenses-GST

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

ABN Application $165

Business Name Registration $165

Trust Setup - Discretionary or Unit Trust with individual Trustee $1,100#

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 - 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.