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!
Investment Entity Packages
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)
Medium
From $275+ 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 $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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