Our Professional Fees

Our Professional Fees Schedule forms part of the Engagement Letter (APES305) as required by the Institute of Public Accountants (IPA). Where hourly rates are quoted, time is billed in 6-minute increments, and you will be charged for the time spent, not the outcomes. Out-of-pocket expenses are charged on a cost basis. Fee estimates are current as of 1 July 2025 & include GST. State stamp duty (if applicable) and any payment surcharges are subject to change without notice. Our Tax Invoice is due and payable within 7 days of issue unless otherwise agreed. 

Tax advice, objections, liaising with the ATO (min. one hour)..............................................$363.00

Principal Tax Agent.................................................................................................................$340.00 

Senior Accountant..................................................................................................................$300.00

Bookkeeping Services............................................................................................................$123.00 

ASIC Agent Services................................................................................................................$275.00

Administration Services...........................................................................................................$99.00

New Client Remote Identity Verification..............................................................................$15.00

Standard Client Identity Verification check.

Enhanced Client Remote Identity Verification....................................................................$22.00

Client Identity Verification check that complies with AML/CTF requirements.

Return not Necessary...................................................................................(Starting from) $88.00*

Advise the ATO that return(s) are not necessary.

Basic Individual Tax Return........................................................................(Starting from) $199.00*

Online service only. ATO Prefilling information, no deductions (except for tax agent fees).

Franking Credit Return...............................................................................(Starting from) $132.00*

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

Additional dividends/ETFs are charged at $5.50 each.

Standard Individual Tax Return................................................................. (Starting from) $242.00*

These are returns for a typical employee, including claiming standard deductions, rebates, & 

other sources of income, such as bank interest, up to four dividend payments, and managed 

fund income.

Complex Individual Tax Return.................................................................. (Starting from) $330.00* 

Includes everything in our standard tax return, plus income from 5 or more dividends/managed 

funds. Our fee is higher because complex returns require additional time to ensure the return is 

accurate for the year of lodgement.

*Additional charges will apply for extra work required. Below is a guide on how these 

services are charged.

Motor Vehicle Deductions via Logbook Method..........................................(Starting from) $27.50

Per vehicle. 

The M/V entry schedule was based on the client-provided summarised records & receipts. 

Motor Vehicle Deductions Interest Schedules.............................................(Starting from) $27.50

Prepared by us, per vehicle loan. 

Calculating the deductible interest payments on your motor vehicle loan(s). 

Motor Vehicle Estimated Fuel Costs..............................................................(Starting from) $27.50

Per vehicle. Calculating your annual fuel costs. 

Additional Rental (Investment) Property................................................... (Starting from) $170.00

For each additional rental property, the fee can be split between joint owners. 

Enter the rental property's schedule of income & deductions, and review the depreciation 

schedules for the property and make adjustments where required. 

All income and expenses from your real estate agent's statement, or summarised by you.

Holiday House/Rental Property Private use................................................ (Starting from) $55.00

Per property, in addition to the rental property schedule, the fee can be split between joint owners. 

Calculating the private use portion of a holiday house. 

Capital Gains Calculations - Shares (No DRP facility)................................. (Starting from) $27.50 

Per holding, the fee can be split between joint owners. 

Calculations for the sale of shares, including adjustments to the cost base for capital gains & 

holding changes. 

Time-based, depending on complexity and corporate action adjustments required to cost base.   

Capital Gains Calculations - Shares (With DRP Facility)............................. (Starting from) $55.00

Per holding, the fee can be split between joint owners. 

Calculations for the sale of shares, including adjustments to the cost base for capital gains & 

holding changes. 

Time-based, depending on complexity and corporate action adjustments required to cost base.

Capital Gains Calculations - Rental Property............................................ (Starting from) $300.00

Per property, the fee can be split between joint owners. 

Entry of the capital gains schedule for the sale of rental property, including allocation of 

expenses between the final rental schedule & the capital gains worksheet, final adjustments, 

including capital gains/depreciation adjustments, ensuring all items are collated and relevant 

to the sale. 

Initially allowing approximately 50 minutes, the final cost will ultimately depend on complexity 

& the actual time spent. 

Capital Gains Calculations: Main Residence Exemption............................ (Starting from) $55.00

Per property, the fee can be split between joint owners. 

Determining the eligibility and claiming the Main Residence Exemption on the sale of 

residential property.

Cryptocurrency Annual Tax Statement........................................................(Starting from) $88.00

Annual tax report that complies with ATO guidelines from CryptoTax Calculator. 

This fee is for a one-year financial report and is dependent on the number of transactions.  

Individual Tax Return (to date of death)...........................................................$550.00 - $1,100.00 

Excludes Capital Gains Tax calculations on the sale of assets. 

Testamentary Trust Return & TFN Application...............................................$990.00 to $2,999.00 

Excludes Capital Gains Tax calculations on the sale of assets. 

Financial statements are not included. 

Individual Tax Return.....................................................................................(Starting from) $99.00*

For Tax Returns prepared by us, where additional information is supplied after preparation 

and/or lodgement.

Individual Tax Return...................................................................................(Starting from) $242.00*

For Tax Returns not prepared or lodged by us.

Micro Sole Trader Return.......................................................................................................$399.00

Turnover less than $30,000, no GST registration, maximum of 5 deductions. 

Financial statements not included. 

Sole Trader Business Return...............................................................................$450.00 - $1,990.00

Turnover between $30,001 and $74,999, with no GST registration, and more than 5 deductions. 

Financial statements not included. 

The final fee will ultimately depend on complexity and the actual time spent. 

Sole Trader Business Return no Financial Statements....................................$660.00 - $1,990.00

Turnover $75,000 and over, with GST Registration. Service includes GST reconciliation, 

depreciation schedule for tools & equipment, Profit and Loss Statement, and Sole Trader Tax 

Schedule and claim any eligible Low Income and  Business Tax Offsets. 

Financial statements are not included. 

The final fee will ultimately depend on complexity, the quality of your records and the actual 

time spent.

Sole Trader Business Return with Financial Statements.............................$1,100.00 - $2,490.00

Turnover $75,000 and over, with GST Registration. Service includes GST reconciliation, 

depreciation schedule for tools & equipment, Profit and Loss Statement, and Sole Trader Tax 

Schedule and claim any eligible Low Income and  Business Tax Offsets. 

The final fee will ultimately depend on complexity, the quality of your records and the actual 

time spent.

Quarterly Business Activity Statements (BAS)....................................................$198.00 - $495.00

Prepared from your fully reconciled accounting software package (Xero, QuickBooks, Zoho) 

or our Excel cashbook. 

The final fee will ultimately depend on complexity, the quality of your records and the actual 

time spent.

Annual Goods & Services (GST) Return................................................................$255.00 - $399.00

Prepared from your fully reconciled accounting software package (Xero, QuickBooks, Zoho) 

or our Excel cashbook. 

The final fee will ultimately depend on complexity and the actual time spent. 

Taxable Payments Annual Report (TPAR)............................................................$440.00 - $990.00

Report your contractor income to the ATO. 

The final fee will ultimately depend on complexity, the actual time spent, and the number of 

contractor payments. 

Partnership Tax Return.......................................................................................$660.00 - $1,990.00

Turnover between $30,000 and $70,000, no GST registration, no wages. 

Financial statements and individual tax returns are not included. 

The final fee will ultimately depend on complexity and the actual time spent. 

Trust Tax Return...................................................................................................$660.00 - $2,500.00

Turnover between $30,000 and $70,000, no GST registration.

No retail activity, no wages.

Financial statements and individual tax returns are not included. 

The final fee will ultimately depend on complexity and the actual time spent. 

Trust Tax Return..................................................................................................$880.00 - $2,200.00

Turnover $75,000 and over, GST Registered. 

The service includes GST reconciliation and a depreciation schedule(s). 

Financial statements and individual tax returns are not included. 

The final fee will ultimately depend on complexity and the actual time spent. 

Small Company Tax Return............................................................................$1,690.00 - $2,990.00

Where your Bookkeeper fully reconciles your package (Xero, QuickBooks, Zoho, etc.). 

The service includes GST reconciliation and a depreciation schedule for tools & equipment. 

Payroll, superannuation reconciliations and individual tax returns are not included. 

The final fee will ultimately depend on complexity and the actual time spent.

Special Purpose Financial Statements................................................................$340.00 - $990.00

Available for Sole Traders, Partnerships, Testamentary Trusts, and Small Companies. 

The final fee will ultimately depend on complexity and the actual time spent.

ASIC Agent Annual Service....................................................................................................$240.00

Per entity. Download your annual statement from ASIC and update the address in the ASIC 

register for the place of business, or director/secretary address, or shareholder address. 

One address change request per year. 

ABN Related Registration - Sole Trader (per registration)..................................................$165.00

For new clients to apply for an ABN, our Client Identity Verification fee of $15.00 applies. 

This fee includes GST and PAYG (W) registrations, if required.

GST Registrations or Deregistration.......................................................................................$99.00

Per registration. You must register for GST if you run a business or enterprise and your GST 

turnover is $75,000 or more, or if you provide Uber or taxi travel. This also applies to both 

owner drivers and people who lease a taxi on a daily or other basis.   

Annual Trust Distribution Resolutions..................................................................................$110.00

Preparation of the Trust Distribution Resolution and ensure the Trustees sign it before

30 June each financial year.

Accountants Sophisticated Investor Certificate...................................................................$320.00

Per certificate.

CGT Withholding Certificate....................................................................................................$320.00

For Australian residents selling real property. 

Written Taxation Advice (hourly)............................................................................................$363.00 

Based on the actual time taken to complete. Minimum charge of one hour, payable in advance.

This rate also includes the actual time taken for research and the writing of file notes.

Written Objection of an ATO Decision or Default Assessment (hourly)..............................$363.00

Based on the actual time taken to complete. Minimum charge of one hour, payable in advance.

Replacement Documents (per document)...............................................................................$33.00 

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 list is not inclusive of all the services we offer. Please feel free to contact us on 0431 259 476 to explore how we can assist you and obtain a more precise price quote. 

 📅 Book an Appointment