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Pricing · Personal

Personal tax prices

Individual returns from $285 + GST, with rental properties, shares and managed funds included, and a fixed price before we start. Family and investment trusts on a fixed monthly fee.

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Family trust

$140/month + GST

For a family trust that holds investments or receives distributions.

  • Financial statements
  • Trust tax return
  • Trustee minutes
  • Distribution statements

Investment trust

$170/month + GST

For a trust that holds investments for you and your family.

  • Financial statements
  • Trust tax return
  • Trustee minutes
  • Distribution statements

More about personal tax returns →

Frequently asked questions

What’s included in the $285 + GST?

Your individual income tax return, prepared by a chartered accountant and lodged by a registered tax agent, including salary and wages, rental properties, shares and managed funds, and advice on deductions and ways to reduce your tax.

Why “from” $285?

The starting price covers a straightforward return. If yours is more involved, for example several properties, a property or share sale with capital gains, or years of overdue returns, we tell you the fixed price before we start.

Is the fee tax deductible?

Yes. The cost of managing your tax affairs, including our fee for preparing your return, is deductible in the year you pay it.

What do the trust packages cover?

For family trusts and investment trusts that hold property or investments: the trust’s financial statements, its tax return, trustee minutes and distribution statements, for a fixed monthly fee. A trust that runs a business is priced on the business packages.

Ready to talk?

Book a free consultation of up to an hour, in the office or by video, or just call.

Call 1300 707 766