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SMSF & Portfolio Packages

Minimum Package SMSF  Minimum Package Investment Portfolio
Monthly pricing
(including GST)
From
$265 *
Monthly pricing
(including GST) 
 From
$175*
Unlimited software support Unlimited software support  
SMSF Annual Financial Statements Trust Annual Financial Statements
SMSF Income Tax Returns Trust Income Tax Returns  
SMSF External Audit    
Annual review and strategy meeting, in person, phone, Skype Annual review and strategy meeting, in person, phone, Skype 
Secure client login access Secure client login access  

Additional Features

 

Additional Features 

Corporate Secretarial Corporate Secretarial  
ASIC lodgement ASIC lodgement  
Access to us by phone and email Access to us by phone and email  
Record keeping processes Record keeping processes    
Regular newsletters and alerts    Regular newsletters and alerts
Connect with us via our social media Connect with us via our social media  
Optional features for an additional monthly
amount $75 per month*
Add $75  Optional features for an additional monthly
amount $75 per month*
 
Add $75
BAS preparation and lodgement   BAS preparation and lodgement    
Tax planning and projections   Tax planning and projections  
Tax planning meeting via phone or Skype Tax planning meeting via phone or Skype
Minimum Package :- SMSF
Monthly pricing
(including GST)
From $265 *
Unlimited software support
SMSF Annual Financial Statements
SMSF Income Tax Returns
SMSF External Audit
Annual review and strategy meeting, in person, phone, Skype
Secure client login access

Additional Features

Corporate Secretarial
ASIC lodgement
Access to us by phone and email
Record keeping processes
Regular newsletters and alerts  
Connect with us via our social media
Optional features for an additional monthly
amount $75 per month*
Add $75 
BAS preparation and lodgement 
Tax planning and projections 
Tax planning meeting via phone or Skype

 Minimum Package :- Investment Portfolio
Monthly pricing
(including GST)  
From $175*
Unlimited software support  
Trust Annual Financial Statements
Trust Income Tax Returns  
Annual review and strategy meeting, in person, phone, Skype 
Secure client login access  

Additional Features 

Corporate Secretarial  
ASIC lodgement  
Access to us by phone and email  
Record keeping processes   
 Regular newsletters and alerts
Connect with us via our social media  
Optional features for an additional monthly
amount $75 per month*
 
Add $75
BAS preparation and lodgement   
Tax planning and projections  
Tax planning meeting via phone or Skype

Save yourself valuable time with our Optional Bookeeping feature from an additional $99 per month

* Subject to size of SMSF and/or Investment portfolio

Accounting & Tax

Our Accounting services are solely dedicated to helping small to medium businesses with all the paperwork and forms that are needed.

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Business Planning & Advisory

Your business not as profitable as you want? What's more important - Cost cutting or growing revenues?

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Financial Planning

Financial planning ensures your financial goals can be met through the development of comprehensive...

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