Our Fixed Service Fees

Income Summaries | Expenses | Bank interest | Dividends

Sole Trader Business Schedule

Rental Schedule

Capital Gains Tax Schedule

Non-resident Foreign Income Schedule

* $275.00 per schedule (Incl GST)

Amendment of previously lodged income tax returns. * From $275 - Final fee depends on the number of years and complexity.

Preparation and lodgement of deceased individual and estate income tax returns. * From $550 - Final fee depends on the Estate and complexity..

Trading entity with a maximum of 1 employee includes: Annual Tax Return, Financial Statements, Yorke analysis, unlimited phone & email support.

Trading entity with 2 or more employees includes: Annual Tax Return, Financial statements, Yorke analysis, unlimited phone & email support.

Larger trading entity with multiple employees and more complexity includes: Annual Tax Return, Financial statements, Yorke analysis,  unlimited phone & email support.

Comprehensive support for multi-entity operations, staffing & compliance.

Includes Action Plan, ABN registration, Business Name, GST (if applicable), ATO Portal setup, and Xero ledger setup. 

Includes Action Plan, basic Partnership Agreement, ABN & GST registration (if applicable), Business Name registration, Xero file setup. 

Includes Action Plan,  Certificate of Registration, ABN registration, Company Constitution, Consents to act as Director/Secretary, Application for shares, Minutes of Directors Meeting, Consents, Appointment of Public Officer, ATO Portal setup, and Xero file setup. 

Includes Action Plan,  Establishment Deed for Individual Trustees, Consent to act as Trustee (and related minutes) ABN registration, Business Name, GST (if applicable), ATO Portal setup, and Xero file setup. 

Includes Action Plan, Trust Deed, Consent to Act as Trustee (and related minutes), Trust Distribution Minute Template,  ABN, TFN & GST registration, ATO Portal setup and Xero file setup. Certificate of Registration, ABN registration, Company Constitution, Consents to act as Director/Secretary, Application for shares, Minutes of Directors Meeting, Consents, Appointment of Public Officer.

Xero transaction processing and reconciliation, accounts payable and receivable management, Payroll and superannuation processing, bank, credit card, and loan reconciliations , file review and clean-up as needed. 

Billed hourly — only pay for the time your business truly needs.

Per notice (for receipt and on-forwarding to trustees for payment)

Includes 3 hours of bookkeeping, reconciliation of GST liability, PAYG withholding, review other items such as super, wages and PAYG tax instalments and tax provisioning.

Acting as your company’s registered office for ASIC correspondence, Lodging director and company detail changes with ASIC, Preparing annual solvency resolutions, Assisting with annual review requirements and updates.

GST & PAYG (wages) registrations and/or amendments.

ASIC Search and application for business name. 

* Registration of name will be dispersed separately.

Monitor business inflows, outflows, and financial health.

Review income, deductions, and strategies before year-end

For new or simple funds with minimal activity (e.g. new setup, cash only, no investments yet).

Typical fund with up to $2M in assets, regular contributions, pension, and basic investments such as cash, term deposits,, share and wrap platforms with any institution.

More complex Funds with assets such as collectables, foreign assets,  property portfolios, private trusts and companies.

 Finalise and close your SMSF with full compliance (Audit charged separately).

Annual Audit with External Auditor

Actuarial certificate for quantifying your fund’s exempt pension income.

Per notice (for receipt and on-forwarding to trustees for payment)

Annual Title Search Fee per title for all properties held.

* From $50 depending on State & Territory pricing.

Compliant, efficient SMSF audits tailored for small firms