Online Bookings

Individual Tax Returns 0

Individual (Employee)

30 mins

Booking of an individual tax return for an employee on salary/wages with standard deductions. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Couple (Employee)

1 hour

Booking for an individual tax return to suit a couple, where both are employees on salary/wages with standard deductions. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Individual + Rental

30 mins

Booking of an individual tax return for an employee on salary/wages with standard deductions and one rental property. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Couple + Rental

1 hour

Booking for an individual tax return to suit a couple, where both are employees on salary/wages with standard deductions, and one rental property. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Individual + Rental or Share Sales

30 mins

Booking of an individual tax return for an employee on salary/wages with standard deductions, where an investment property has been sold during the year or a parcel of shares has been sold. Additional charges may be incurred if the sale is complex or involves multiple asset sales. Please ensure all purchase and sale details are brought to the appointment. View less

Sole Trader (Non-GST Registered)

1 hour

Booking of a tax return for an individual carrying on a business under an ABN who is not registered for GST. The fee is for a basic sole trader business with no employees, no stock and no bookkeeping included in the return preparation. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Sole Trader (GST Registered)

1 hour

Booking of a tax return for an individual carrying on a business under an ABN who is registered for GST. The fee is for a basic sole trader business with no employees, no stock and no bookkeeping included in the return preparation. Additional charges may be incurred if you have multiple investments, foreign income or complex deductions. View less

Business Tax Returns 0

Sole Trader (Non-GST Registered)

1 hour

Sole Trader (GST Registered)

1 hour

BAS Preparation

30 mins · Varies

Meeting for preparation of quarterly BAS or monthly IAS for the business. We require cash books, spreadsheets or access to accounting software to prepare the BAS. View less

Partnership Tax Return

30 mins · Varies

Meeting to review requirements for partnership tax return preparation or to drop off information to complete the return. View less

Trust Tax Return

30 mins · Varies

Meeting to review requirements for trust tax return preparation or to drop off information to complete the return. View less

Company Tax Return

30 mins · Varies

Meeting to review requirements for company tax return preparation or to drop off information to complete the return. View less

Tax Advice 0

General Tax Advice

30 mins · $100

Meeting to discuss other tax issues or queries. (If you require more time than this appointment please contact the office). View less

Investment / Rental Property Advice

30 mins · $100

For clients wishing to understand the tax implications and benefits of purchasing a rental/investment property. (If you require more time than this appointment please contact the office). View less

Capital Gains Tax Advice

30 mins · $100

For clients wanting to either calculate the potential capital gain on the sale of a rental property or to discuss the implications of renting out an existing property. (If you require more time than this appointment please contact the office). View less

Tax Planning

1 hour · Varies

Meeting to discuss opportunities to legally minimise tax or plan for tax liabilities before the end of the financial year. (If you require more time than this appointment please contact the office). View less

Business Advice 0

General Business Advice

30 mins · $100

General business advice meeting. If you require more time than this appointment please contact the office. View less

ABN Application (Sole Trader)

30 mins · $80

Lodgement of ABN application for a sole trader (individual). Includes GST and PAYG registration if required. View less

ABN Application (Non-Individual)

30 mins · $100

Lodgement of ABN application for a company, partnership or trust. Includes GST and PAYG registration if required. View less

Business Structure Advice

30 mins · $100

For clients wanting to start a business we help you understand the pro's and con's of the different types of structures (sole trader, partnership, trust or company). We can also help those wanting to restructure their business. If you go ahead with establishing a new entity, the fee for this appointment is deducted from the set up costs. View less

Business Health Check

1 hour · Free

For clients who are looking to change accountants. This is a complimentary business health check where we look at key elements of the business to see how your business is performing and if we can help you. View less

Tax Planning

1 hour · Varies

Wealth Advice 0

Financial Health Check

1 hour · Varies

Meeting to discuss your current financial position (Investment portfolio, Superannuation, Insurance, Budget etc.) and explore opportunities for improvement. View less

General Wealth Advice

1 hour · Varies

Meeting to discuss the Wealth Advice process and answer general questions regarding building wealth. Can cover Investing, Retirement Planning, Superanuation, Insurance and Budgeting etc. View less

Wealth Advice Follow Up

1 hour

Follow up meeting to further progress or finalise a Wealth Plan. View less

Wealth Plan Review

1 hour · Varies

Meeting to review your current Wealth Plan or Financial Plan as part of a current ongoing financial agreement. View less

Xero 0

Xero Consultation

30 mins · Free

Take your business into the cloud and find out about the benefits of using Xero online accounting software. We will explain how Xero can help your business operate more efficiently, save you time and money. View less

Xero Set-up

30 mins · Varies

Initial appointment to set-up your Xero account, determine subscription level and register to activate bank feeds. View less

Xero Training

1 hour · Varies

Meeting to cover the basics of getting started in Xero including:
- Add invoices, transactions and expense claims
- Set up repeating invoices for those invoices you regularly send or receive
- Import Contacts or add to Contacts the people you regularly transact with
- Import your online bank statements
- Reconcile bank transactions
- View your Profit & Loss Statement and Balance Sheet
- Upload and save documents to your Xero file
- Customise your chart of accounts

View less

Self Managed Super 0

SMSF Tax Planning

30 mins · Varies

Meeting to discuss tax planning opportunities and strategies available through an SMSF. (If you require more time than this appointment please contact the office). View less

SMSF General Advice

30 mins · Varies

Meeting to discuss Self Managed Superannuation Funds, answer general questions and explore if an SMSF is appropriate for you. (If you require more time than this appointment please contact the office).
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SMSF Review

30 mins · Free

For clients who currently have an SMSF which is administered by another firm and want to discuss changing to our SMSF solution and how we can be of assistance.
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Individual Tax Returns 0

Business Tax Returns 0

Tax Advice 0

Business Advice 0

Wealth Advice 0

Xero 0

Self Managed Super 0