i.
A private return
One person's affairs: property, shares, trust distributions and capital gains.
From $1,450A year, including GST
DiscussFees, setonce ayear.
A fixed annual fee for the work and the questions, paid monthly, agreed before we begin.
ScrollAll fees include GST · sample figures
Engagements
Four waysto begin.
Every fee is agreed in writing, and reviewed once a year.
ii.
The family group
Two individuals, a family trust, a company and an SMSF, with a review each May.
From $10,300A year, paid monthly
Discussiii.
Family office
Everything in the family group, plus bill payments, quarterly reporting and a partner on call.
From $2,600A month, by retainer
Discussiv.
Advisory
Structure reviews, the sale of a business, succession and estate work with your lawyer.
From $3,500Per engagement, quoted first
DiscussSample fees for this template, indicative only. Replace them with the firm's own.
An indication
Before wemeet.
Tell us roughly what the family holds. The figure is indicative only; your engagement letter sets the fee.
Individuals
You, your partner, adult children
Trusts
Family, unit or testamentary
Companies
Investment or bucket companies
Super funds
Self-managed, audit arranged
Investment properties
Across all entities
Indicative annual fee
$11,050
$921 a month, including GST
Indicative only, from sample fees. It is not a quote: your engagement letter sets the fee after a first meeting.
What's included
Within the fee,and without.
The parts of a year that usually become a second invoice, set out plainly.
Included
- Calls, emails and meetings through the year
- ATO correspondence and notices
- Distribution minutes and Division 7A agreements
- The May review, before 30 June
- Liaison with your adviser and lawyer
Quoted first, in writing
- ATO reviews and audits
- Restructures, sales and purchases
- Estate and succession work
- Catching up years not lodged
Not provided
- Financial product advice (we work with your licensed adviser)
- Legal documents (we work with your lawyer)
- The SMSF auditor's own fee
Questions
Aboutthe fee.
Why a fixed annual fee?
Because you shouldn't hesitate before calling us. The fee covers the year's work and the questions that come with it.
What if our affairs change mid-year?
We agree any change in writing before the work: a new trust, a sale or a move overseas. Small changes are absorbed.
Is the SMSF auditor's fee included?
No. The independent auditor invoices the fund directly; we arrange the audit and tell you the fee beforehand.
Are your fees deductible?
Fees for managing your tax affairs are generally deductible. How that applies to you depends on your circumstances.