INVESTMENT ENTITY PACKAGES
Upfront, fixed-free pricing. No surprises here.
Light
From $125+ 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)
Medium
From $250+ GST per month
- Reasonable number of investments and transactions.
- Annual planning meeting
- Cloud accounting subscription
- Annual financial statements
- Annual tax return
- Annual tax planning
- Phone and email support
- 10-30 Investments
- Trust distribution resolution (if applicable)
- Annual ASIC compliance
- Half yearly review meeting
- Bookkeeping (needs to be scoped)
Heavy
From $500+ 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
Don’t fit? We can tailor a package to meet your needs, or offer an hourly rate.
TESTIMONIALS
Hear From Some Of Our Clients
Imagine Accounting do an excellent job with my year-end compliance, including my financials and tax returns for my business and personal affairs. I have no hesitation in recommending Mark and his team.
I would recommend Imagine Accounting to any small business owner who wants to take their business to the next level. Imagine Accounting recommended me to move to Xero and I have not looked back.
The team at Imagine Accounting have played an important role in making Tanner Kibble Denton Architects the successful architectural firm that it is today.
