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.
Individual tax return · most popular
from $285/return + GST
Your income tax return, prepared and lodged by a registered tax agent.
- Salary, wages and allowances
- Rental properties
- Shares and managed fund investments
- Advice on deductions and ways to reduce your tax
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
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.