Schedule of Indicative Fees

The fee covers:

•  salary and wage income 
•  standard work-related deductions 
•  simple investment income 

If your tax affairs are more complex, such as capital gains, foreign income or extensive investment activities, we'll discuss any additional fees with you before commencing work. 

 CGT matters can range from straightforward share sales through to complex investment portfolios, foreign assets and trust structures. Fees are generally quoted on an individual basis, taking into account the complexity of the transactions and the quality of the information provided. 

A basic personal tax return with an existing rental property.  New and foreign rental properties generally attract a higher fee due to the additional review and analysis required.  Quotes are available on enquiry. 

Foreign rental properties generally require additional work due to differing financial years, foreign currency conversions, foreign tax considerations, and the application of relevant tax treaties. Fees vary depending on the complexity of the property and the information provided. 

Airbnb properties generally require considerably more work than traditional rental properties. The additional complexity often arises from periods of private and income-producing use, furnished assets, depreciation schedules, frequent purchases, and the apportionment of expenses throughout the year. 

Light business activity with clean records, a lower transaction volume and minimal adjustments required. 

Regular business activity with moderate transaction volume, some complexity and standard business deductions. 

Higher transaction volume, incomplete or less organised records, multiple income streams, or additional considerations such as vehicles, travel and business structuring.