Bundle and save

We prepare a custom annual quote based on the services you need.  

You’ll receive a 20% discount off the  full annual fee total.  

You simply sign a monthly direct debit authority — no chasing invoices, no surprises.  

For one-off or smaller services, upfront payment applies.  

You can bundle any combination of:

• Company, Trust & Individual Tax Returns  
• BAS & IAS lodgements  
• SMSF administration and audit  
• ASIC registry support  
• Tax planning and annual minutes  
• Monthly bookkeeping & debt collection  
• Cash flow reporting & business strategy

 Client A (ad hoc pricing):

Total annual services = $14,000

Bundle & Save price (20% off):

→ $11,200/year 

→ Paid via direct debit at $933.33/month 

→ That’s a saving of $2,800 for staying organised and loyal.

✔ No end-of-year bill shock 

✔ Predictable monthly payments 

✔ Priority support and ongoing guidance 

✔ Full-service support — all under one roof 

✔ Peace of mind — without paying more 

• Business owners juggling tax, BAS & super

• Families with multiple returns or entities

• Clients who hate getting surprise invoices

• Anyone who wants real support — not just once a year 

• Book a quick chat to review your current services  

• We’ll provide a personalised bundled quote  

• Approve and sign a direct debit authority  

• That’s it — we handle the rest.