P RI C E L I ST G OL D C O A ST C I T Y / N S W C OU N T RY
Be l o w i s a s c he d u l e o f e s t i ma te d c o s t s b a se d o n st a nd a r d c ha r g e - o u t r a te s a n d a v e r a g e c o mp l e ti o n ti m e s.
P l e a se n o te t ha t t hi s i s a g ui d e o n l y a nd a ny q uo te s ho ul d b e s ub je c t t o a n i n c r e a se b a se d o n ti me i f ti me
e x c e e d s q uo te a nd r i sk u n l e s s o t he r w i se s ta te d , t he se p r i c e s d o
Re c o m me nd e d P r i c e s On l y .
INDIVIDUAL INCOME TAX RETURN
Group certificates, Non business (2015) Basic only *
Group certificates, Non business (2015) 4 + work deductions
$143
$187
Group certificates with trust account Basic *
Group certificates with trust account Lot Deduction
$165
$199
Group certificates, Director or Partner
$220
Group certificates, various other incomes e.g. foreign
$244
income, shares, investments, tax credits
Business Schedule return individual < 75,000 *
Business Schedule return individual 75,000 to 200,000
Business Schedule return individual 200,000 over
$254
$374
$540
Capital Gain per share
Capital Gain per rental
Capital Gain Active asset business under $100,000
Capital Gain Active asset business over $100,000
$40
$100
$150
$500 to $2000
Multiple rental properties - $110 per rental property*
added to your fees
(8888)
$264 +
Truck Driver LAFH (2001)
$269
Miners etc. LAFH (2001)
$440
BUSINESS RETURNS – ACCOUNTS & INCOME TAX RETURN
SOLE TRADERS
SMALL trader with no employees, with financial
statements, business schedule on return. For example,
$440 - $850
a carpenter with cheque butts and bank statements,
depending on the number of transactions
MEDIUM trader with a 1-5 employees, financial
statements and business schedule on retu rn. Accounts
either by cash book or on MYOB, Quicken or
spreadsheets. Must involve interim accounts provided
by client.
$770 1 employee
$1470 2 employee
$2100 3 employee
$2800 4 employee
$3500 5 employee
include
G ST .
LARGE trader with 5 + employees, financial statements
and business schedule on return. Accounts either by
$3500 +based
time
cashbook or on MYOB, Quicken or spreadsheets;
includes monthly, quarterly and interim
accounts. Cheque butts, bank statements.
BAS statements for sole traders Quarterly / Monthly /
$154 min and
Annually
then $88 p/h
data entry
TRUST / COMPANIES / PARTNERSHIPS
SMALL trader no employees, with financial statements,
business schedule on return. For example, a carpenter
with cheque butts and bank statements, depending on
the number of transactions.
$490 - $950
MEDIUM trader with a 1-5 employees, financial
$950 1 employee
$1800 2 employee
$2700 3 employee
$3600 4 employee
$4500 5 employee
statements and business schedule on re turn. Accounts
either by cash book or on MYOB, Quicken or
spreadsheets. Must involve interim accounts provided
by client.
LARGE trader with 5 + employees, financial statements
$6,000
and business schedule on return. Accounts either by
cash book or on MYOB, Quicken or spreadsheets;
+based time
includes monthly, quarterly and interim accounts.
Cheque butts, bank statements.
BAS statements Quarterly / Monthly / Annually
$154 min and
then $88 p/h
data entry
Interim Financials
$330-$950
TRUSTS (WITH RENTAL PROPERTIES ONLY –
ACCOUNTS & INCOME TAX RETURNS
Minimum fee with one rental property
$440
More than one rental property – each additional
$99
property
SUPERANNUATION FUNDS (SELF -MANAGED)ACCOUNTS & INCOME TAX RETURNS
Number of Investments
Estimate
Time Based
0 – 10 investments estimate
$900
11 – 20 investments estimate
$2,180
21 – 30 investments estimate
$2,680
31 – 50 investments estimate
$3,210
51 + investments
By quote
Investment properties additional per property
$180
SMSF Audit (internal auditor)
$275 / 375
Pension set up per year
$350
Rollovers each additional $150
$250
SMSF Advice about investments , contributions and
pensions $240 per hour (for comprehensive Financial
$240 +
Planning Advice see Financial Planning price list)
MISCELLANEOUS SERVICES
BAS / IAS / GST – (set GST Instalment Amount / PAYG
Withholding only) Nil Return
$154 +
BAS / IAS / GST – per quarter – depends on number of
$154 - $1200
transactions
Trust Distribution Resolution for Trust s/year
$154
Australian Taxation Office Income Tax & Integrated Client
$165+
account - Reconciliation report - compiled to show
penalties, interest and tax amounts.
Australian Taxation Office - Remittance of Penalties for
late lodgement - Tax Agent Request – each application
$165
portal
Australian Taxat ion Office - Remittance of Interest on
$165
Accounts – each application portal
Fringe Benefits Tax
Quote on
application
Taxable Payments Summary Annual Report NAT 74109 –
for Contractors reporting
$165
ABN/TFN Registration/Re registration – TFN / ABN / GST
/ PAYG
$150
221 / Form D PAYG Tax Variation Certificate – Initial
Return
$295 +
Initial Consultation – Free for first appointment
Waived
BSA Renewal / Application
$350 - $450
Business Name Registrations (ASIC)
$286 +
Quantity Survey (for rental property deductions
Quote on
application
Workers Compensation Renewal
$150 + time
Abn, GST cancellation either or both
$220 each
Long Service Leave portal lodgement
$143
ESTABLISHMENT OF (NOTE: PAYMENT IS REQUIRED IN ADVANCE FOR NEW CLIENT)
On Account
Reckon docs
Central
Structure Advice (does not inc lude deeds or constitutions )
Cash Upfront
Company 123
$440 + -
$440 + -
$1,300
$920
$660
$599
$1,890
$1,529
$1,890
$1,529
$1,890
$1,529
$880
n.a.
see below for additional f ees
Company
(I n c l u de s A S IC f e e s a n d S o l i c i t or s fe e s a b n a n d t fn )
Discretionary Trust/ Unit Trust
Discretionary Trust/Corporate Trustee
( In c l u d e s A S IC fe e s
a n d S o l i c it or s fe e s – de e d s on l y )
Unit Trust/Corporate Trustee
( In c lu de s A S IC fe e s a n d S o l i c i t or s
fe e s – de e d s on l y )
Bare Trust/Corporate Trustee
( In c lu de s A S IC fe e s a n d
S o l i c it or s fe e s – de e d s on l y )
Hybrid Discretionary Trust
fe e s – de e d s on l y )
( In c lu de s A S IC fe e s a n d S o l i c it or s
Self-Managed Superannuation Fund/Corporate Trustee
$1,890+
$1,529
$880
$599
$250
$250
( In c l u de s A S IC fe e s a n d S o l i c it or s fe e s – de e ds on l y @ n o r o l l o ve r s )
Self-Managed Superannuation Fund/Individual Trustee
( In c l u de s A S IC fe e s a n d S o l i c it or s fe e s – de e ds on l y @ n o r o l l o ve r s )
Superannuation Rollover Applications
e a ch
Actuarial Certificates from external provider
$495
Not-for-profit –


Corp Trustee – ASIC - $4,600 + constitution
Office of fair trading - $4,600 + constitution
NB Advice included in the above costs
Stamping of Deeds (only applicable in some States)
Quote on
application
CORPORATE SECRETARIAL
Company Statement fee charged by ASIC
$236
Registered Office at our Location (included annual
$297 per
annum
company stateme nt )
Preparing Company Statement (included resolution
minutes )
$143 per
annum
Change to Officeholder Shareholding Details 1 change
Change to Officeholder Shareholding Details 2 + change
$243
$297
Transfer Share Form to OSR Stamp Duty
$143
Change to Trustee of Trust
Price on
application
Company Name Change ($377 Fee payable to ASIC)
$320+ASIC
Voluntary Deregistration of Company ($38 fee payable
to ASIC)
$440+ASIC
Re- Registration of a company with ASIC
$330 +
ASIC miscellaneous – including requesting penalties be
$180 per hour
removed are charged at an hourly rate
$150minimum
AUDITS
Solicitors Trust Accounts – including letter
$2000
Real Estate Trust Account Audits – audit only – does not
$800 - $2000
inc lude preparation of financial stateme nts – this is additional
SMSF Audits (Independent Audit)
$330
ATO Audits application
Quote on
application
Not-for-Profit Audit
$330 - $4,400
BANKRUPTCY
Debtors Petitions application
$440/$1000
Filing for Bankruptcy
$440/$1000
TAX ADVICE AND PLANNING
Tax Planning meeting
$240 - $440
Structure Advice and Business application – does not
$ 880 to 1800
include ASIC fees and Solicitors fees (separate invoice)
. PAYROLL
(set up cost $100 one off)
PA
WEEKLY
Process in Software, payslip, pay to bank and Grp Cert
1-5 people
$1000+gst
$23 week
Process in Software, payslip, pay to bank and Grp Cert
5-10 people
$1200+gst
$25 week
Process in Software, payslip, pay to bank and Grp Cert
10-20 people
$1400+gst
$28 week
$850 pa
$20 week
HR PACKAGE recommended business 10 or more
HR Central access to current policy’s for employees and advice for
both employees and employers ( invoice HR Central not us)
* Note $11 reduction in country areas.
Current as of March 23rd, 2016.