Hourly Rates

This rate applies to services, including support for an ATO review or audit, written tax advice, complex Capital Gains Tax (CGT) Calculations, deceased estate advice and compliance, objections to ATO decisions & default assessments. 

Billed in 15-minute increments, or part thereof.

This rate applies to services such as Income Tax Returns, simple Capital Gains Tax (CGT) Calculations, Business Activity Statements, TPARs, GST Reconciliations, business registrations, along with brief follow-up emails or phone calls tying off loose ends.

Billed in 6-minute increments, or part thereof.

This rate applies to services such as Income Tax Returns and Business Activity Statements (BAS). 

Billed in 6-minute increments, or part thereof. 

This rate applies to services such as Income Tax Returns and Business Activity Statements (BAS).  

Billed in 6-minute increments, or part thereof.

This rate applies to bookkeeping services, Business Activity Statements (BAS), Instalment Activity Statements (IAS) and SGC shortfall calculations.

Billed in 6-minute increments, or part thereof.

This rate applies to services such as general email correspondence, phone calls, scanning client documents, physical files, and saving electronic documents. 

Billed in 6-minute increments, or part thereof.

Administrative and office-related expenses, including telephone calls, stationery, property title and ASIC searches, postage and other general office disbursements. 

Per year, when we prepare another year's Income Tax Return.  

Online service only—maximum of 5 dividends from shares or ETFs. 

Additional dividends from shares or ETFs are charged at $5.50 per additional holding. 

These are returns for a typical employee, including claiming standard deductions, rebates and other sources of income, such as bank interest, up to four dividend payments, and/or managed funds (shown on the ATO's pre-filling report).

* Additional charges may be incurred if you have sold shares or other investments or have foreign income or complex deductions, where additional schedules are required. 

Includes everything in our standard tax return, plus income from 5 (five) or more dividends/ETFs/managed funds. Our fee is higher because complex returns require more time to ensure accuracy by the year of lodgement. 

* Additional fees apply where additional schedules are required.

• Motor vehicle logbook method claim - $165
• Foreign income conversion - $55
• CGT Main Residence Exemption determination - $55
• Cryptocurrency Report - $99 - $199
• Simple CGT on shares (without DRP, per disposal) - $44 
• Complex CGT on shares (with DRP or corporate actions) - $550 p/h
• CGT on Investment Property - from $460 (initially allowing 50 mins, additional time billed at $550 p/hour - prepared only by the Director / Principal with extensive experience in AustraliaCGT legislation
• As outlined below

Entry of superannuation deduction amount into your tax return, including calculation of tax-effective amount to claim and associated advice. 

Per document.

You will always receive an electronic copy of any tax documents we produce on your behalf. If you require an additional copy at any time, we reserve the right to charge per document. This fee covers our administration time. 

Please note: Your Notice of Assessment can be accessed through your MyGov account. If you do not have a MyGov account, the ATO will issue your Notice of Assessment by regular post. 

One standard tax return with one residential rental property managed by a real estate agent.

New and foreign rental properties generally attract a higher fee due to the additional review and analysis required. 

Per Property.

Fee for each additional Australian residential property held. 

Detailed entry of Full Depreciation Schedule Report from a quantity surveyor for low-value pool, division 40 and division 43 assets 

Per property.

Airbnb properties generally require considerably more work than traditional rental properties. 

The additional complexity often arises from periods of private and income-producing use, furnished assets, depreciation schedules, frequent purchases, and the apportionment of expenses throughout the year. 

Per Property.

Foreign rental properties generally require additional work due to differing financial years, foreign currency conversions, foreign tax considerations, and the application of relevant tax treaties. 

Fees vary depending on the complexity of the property and the information provided. 

Sole traders not registered for GST with clean records, lower transaction volume and minimal adjustments required. 

Sole traders who are registered for GST and have a higher volume of transactions with some complexity and standard business deductions.  

Sole traders who are registered for GST and have a higher volume of transactions or have less organised records, multiple income streams or additional complexities such as motor vehicles or a higher volume of business deductions.  

We email you a reminder each quarter for the amount of your instalment and the due date. 

Prepared from your fully reconciled accounting software package such as Xero, QuickBooks, Zoho Books, or using our Excel cashbook.  

Where data is not provided in the above formats, additional bookkeeping fees will apply. 

Prepared from your fully reconciled accounting software package such as Xero, QuickBooks, Zoho Books, or using our Excel cashbook.

Where data is not provided in the above formats, additional bookkeeping fees will apply 

Standard Individual Tax Return up to the date of death. 

This fee is time-based; the nature of any income, such as dividends, ETFs, managed funds, superannuation lump sum payments, and the sale of assets, may affect overall tax return costs

Application for a new Tax File Number for a deceased estate Trust Return.

This is required only in the 1st year of a deceased estate Trust return lodgement. 

The minimum fee is $1,100.

This fee is time-based; the nature of any income amounts, such as dividends, ETFs, managed funds, superannuation lump-sum payments, and the sale of assets, such as complex share calculations, may impact overall tax return costs. 

Preparation of a Partnership return prepared from your fully reconciled accounting software package (Xero, QuickBooks, ZohoBooks. The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service does not include Financial Statements or the partner's Individual Tax Returns. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Preparation of a Partnership return where you do not have an accounting software package (e.g. you use our Excel cashbook or other record-keeping methods), in addition to our base fee (above). The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service does not include Financial Statements and EXCLUDES the partner's Individual Tax Returns. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your 

Preparation of a Partnership return prepared from your fully reconciled accounting software package (Xero, QuickBooks, Zoho.  The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service includes full Financial Statements, and EXCLUDES the partner's Individual Tax Returns.

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Providing your Partnership Distribution Minute template only for the financial year. 

Preparation of a non-trading Trust tax return prepared from your fully reconciled accounting software package (Xero, QuickBooks, ZohoBooks) or using our Excel cashbook with  Financial Statements.

This service EXCLUDES Trust Distribution Resolution or Individual Tax Returns for the Trustee(s) or beneficiaries. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Please note that most Trust Deeds require financial statements to be prepared.

Providing your Trust Distribution Resolution template only for the financial year for a Discretionary Trust with an Individual Trustee

Per person. Minimum charge of one and a half hours, payable in advance. 

This service includes:

Up to thirty minutes of consultation time;

Up to one hour for research and writing file notes.

The final fee is based on the actual time taken to complete. 

Per person, Per certificate.

Review of income information and determination of whether the requirements of a Sophisticated Investor Certificate by a Qualified Accountant, as defined in s.88B of the Corporations Act (Cth) 2001, are fulfilled.

Per Return.

Amending your Income Tax return that was prepared and lodged by us to include additional information not provided by you before the completion of your tax return.

Additional charges apply for additional schedules for motor vehicle logbook claims, depreciation, rental properties or capital gains, etc. 

Per Return.

Amending your Income Tax return that you or another tax agent prepared to include additional information not provided by you.

Additional charges apply for additional schedules for motor vehicle logbook claims, depreciation, rental properties or capital gains, etc. 

This rate applies to services, including support for an ATO review or audit, written tax advice, complex Capital Gains Tax (CGT) Calculations, deceased estate advice and compliance, objections to ATO decisions & default assessments. 

Billed in 15-minute increments, or part thereof.

This rate applies to services such as Income Tax Returns, simple Capital Gains Tax (CGT) Calculations, Business Activity Statements, TPARs, GST Reconciliations, business registrations, along with brief follow-up emails or phone calls tying off loose ends.

Billed in 6-minute increments, or part thereof.

This rate applies to services such as Income Tax Returns and Business Activity Statements (BAS). 

Billed in 6-minute increments, or part thereof. 

This rate applies to services such as Income Tax Returns and Business Activity Statements (BAS).  

Billed in 6-minute increments, or part thereof.

This rate applies to bookkeeping services, Business Activity Statements (BAS), Instalment Activity Statements (IAS) and SGC shortfall calculations.

Billed in 6-minute increments, or part thereof.

This rate applies to services such as general email correspondence, phone calls, scanning client documents, physical files, and saving electronic documents. 

Billed in 6-minute increments, or part thereof.

Administrative and office-related expenses, including telephone calls, stationery, property title and ASIC searches, postage and other general office disbursements. 

Per year, when we prepare another year's Income Tax Return.  

Online service only—maximum of 5 dividends from shares or ETFs. 

Additional dividends from shares or ETFs are charged at $5.50 per additional holding. 

These are returns for a typical employee, including claiming standard deductions, rebates and other sources of income, such as bank interest, up to four dividend payments, and/or managed funds (shown on the ATO's pre-filling report).

* Additional charges may be incurred if you have sold shares or other investments or have foreign income or complex deductions, where additional schedules are required. 

Includes everything in our standard tax return, plus income from 5 (five) or more dividends/ETFs/managed funds. Our fee is higher because complex returns require more time to ensure accuracy by the year of lodgement. 

* Additional fees apply where additional schedules are required.

• Motor vehicle logbook method claim - $165
• Foreign income conversion - $55
• CGT Main Residence Exemption determination - $55
• Cryptocurrency Report - $99 - $199
• Simple CGT on shares (without DRP, per disposal) - $44 
• Complex CGT on shares (with DRP or corporate actions) - $550 p/h
• CGT on Investment Property - from $460 (50 mins+ at hourly rates)
• Rental property, CGT, and business schedules (see below)

Entry of superannuation deduction amount into your tax return, including calculation of tax-effective amount to claim and associated advice. 

Per document.

You will always receive an electronic copy of any tax documents we produce on your behalf. If you require an additional copy at any time, we reserve the right to charge per document. This fee covers our administration time. 

Please note: Your Notice of Assessment can be accessed through your MyGov account. If you do not have a MyGov account, the ATO will issue your Notice of Assessment by regular post. 

One standard tax return with one residential rental property managed by a real estate agent.

New and foreign rental properties generally attract a higher fee due to the additional review and analysis required. 

Per Property.

Fee for each additional Australian residential property held. 

Detailed entry of Full Depreciation Schedule Report from a quantity surveyor for low-value pool, division 40 and division 43 assets 

Per property.

Airbnb properties generally require considerably more work than traditional rental properties. 

The additional complexity often arises from periods of private and income-producing use, furnished assets, depreciation schedules, frequent purchases, and the apportionment of expenses throughout the year. 

Per Property.

Foreign rental properties generally require additional work due to differing financial years, foreign currency conversions, foreign tax considerations, and the application of relevant tax treaties. 

Fees vary depending on the complexity of the property and the information provided. 

Sole traders not registered for GST with clean records, lower transaction volume and minimal adjustments required. 

Sole traders who are registered for GST and have a higher volume of transactions with some complexity and standard business deductions.  

Sole traders who are registered for GST and have a higher volume of transactions or have less organised records, multiple income streams or additional complexities such as motor vehicles or a higher volume of business deductions.  

We email you a reminder each quarter for the amount of your instalment and the due date. 

Prepared from your fully reconciled accounting software package such as Xero, QuickBooks, Zoho Books, or using our Excel cashbook.  

Where data is not provided in the above formats, additional bookkeeping fees will apply. 

Prepared from your fully reconciled accounting software package such as Xero, QuickBooks, Zoho Books, or using our Excel cashbook.

Where data is not provided in the above formats, additional bookkeeping fees will apply 

Standard Individual Tax Return up to the date of death. 

This fee is time-based; the nature of any income, such as dividends, ETFs, managed funds, superannuation lump sum payments, and the sale of assets, may affect overall tax return costs

Application for a new Tax File Number for a deceased estate Trust Return.

This is required only in the 1st year of a deceased estate Trust return lodgement. 

The minimum fee is $1,100.

This fee is time-based; the nature of any income amounts, such as dividends, ETFs, managed funds, superannuation lump-sum payments, and the sale of assets, such as complex share calculations, may impact overall tax return costs. 

Preparation of a Partnership return prepared from your fully reconciled accounting software package (Xero, QuickBooks, ZohoBooks. The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service does not include Financial Statements or the partner's Individual Tax Returns. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Preparation of a Partnership return where you do not have an accounting software package (e.g. you use our Excel cashbook or other record-keeping methods), in addition to our base fee (above). The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service does not include Financial Statements and EXCLUDES the partner's Individual Tax Returns. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your 

Preparation of a Partnership return prepared from your fully reconciled accounting software package (Xero, QuickBooks, Zoho.  The final fee is time-based, and the final cost depends on the complexity and the quality of your records. 

This service includes full Financial Statements, and EXCLUDES the partner's Individual Tax Returns.

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Providing your Partnership Distribution Minute template only for the financial year. 

Preparation of a non-trading Trust tax return prepared from your fully reconciled accounting software package (Xero, QuickBooks, ZohoBooks) or using our Excel cashbook with  Financial Statements.

This service EXCLUDES Trust Distribution Resolution or Individual Tax Returns for the Trustee(s) or beneficiaries. 

The final fee is time-based, and the final cost depends on the complexity and the quality of your records.

Please note that most Trust Deeds require financial statements to be prepared.

Providing your Trust Distribution Resolution template only for the financial year for a Discretionary Trust with an Individual Trustee

Per person. Minimum charge of one and a half hours, payable in advance. 

This service includes:

Up to thirty minutes of consultation time;

Up to one hour for research and writing file notes.

The final fee is based on the actual time taken to complete. 

Per person, Per certificate.

Review of income information and determination of whether the requirements of a Sophisticated Investor Certificate by a Qualified Accountant, as defined in s.88B of the Corporations Act (Cth) 2001, are fulfilled.

Per Return.

Amending your Income Tax return that was prepared and lodged by us to include additional information not provided by you before the completion of your tax return.

Additional charges apply for additional schedules for motor vehicle logbook claims, depreciation, rental properties or capital gains, etc. 

Per Return.

Amending your Income Tax return that you or another tax agent prepared to include additional information not provided by you.

Additional charges apply for additional schedules for motor vehicle logbook claims, depreciation, rental properties or capital gains, etc.