“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.”
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
Testimonials
Hear From Some Of Our Clients
Jason Haigh
Managing Director
ThankQ Solutions
Colin Fragar
CEO
The Council Approval Experts
“Love the onboarding process. So easy. But what we like best are their values.”
Michael de Manincor
Founding Director
The Yoga Institute
“Imagine Accounting have helped us to achieve stability and growth over many years. Fifteen years with the same accountant is a long time and we are really happy to continue with them. They provide a very professional service to help small business grow”