Investment Entity Packages

Upfront, fixed-free pricing. No surprises here.
And as a Xero platinum partner we receive a 30% discount on Xero subscriptions – which we pass on to you!

Light
From $160+ GST per month
  • Basic entity with minimal investments and transactions.
  • Annual planning meeting
  • Cloud accounting subscription
  • Annual financial statements
  • Annual tax return
  • Annual tax planning
  • Phone and email support
  • 0-10 Investments
  • Trust distribution resolution (if applicable)
Heavy
From $550+ GST per month
  • Substantial investments and transactions, likely multiple entities.
  • Annual planning meeting
  • Cloud accounting subscription
  • Annual financial statements
  • Annual tax return
  • Annual tax planning
  • Phone and email support
  • 30+ Investments
  • Trust distribution resolution (if applicable)
  • Annual ASIC compliance
  • Half yearly review meeting
  • Bookkeeping (needs to be scoped)
  • Quarterly investment reports
  • Full administration
  • Annual asset protection review
  • Annual estate planning review
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Don’t fit? We can tailor a package to meet your needs, or offer an hourly rate.