INVESTMENT AND BUDGETING PACKAGES

Xero Personal Budgeting

Inclusions:
Quarterly budget report
  • Preparation of personal profit and loss
  • Preparation of personal balance sheet
  • Preparation of budget and commentary
  • Discussions around financial goals & strategy suggestions
Xero Software
  • Xero Cashbook Subscription
  • Setup of Xero Cashbook file
  • Unlimited users
  • Bank feeds
  • Xero file reconciled by the client*
* If the client does not want to handle the processing then this will be reconciled by money options bringing the total cost of the service to $130 incl. GST.
Individual Income Tax Return
  • Annual tax return preparation and lodgement**
** Where the return is quite complex then the fixed pricing as per our schedule may apply. This will be discussed prior to the preparation of the return.

Investment Trusts

Inclusions:
Annual Financial Statements & Tax Return
  • Preparation of annual financial statements
  • Preparation and lodgement of annual tax return
  • Preparation of Trustee Minutes
  • Preparation of distribution statements
Xero Software
  • Xero Cashbook Subscription
  • Setup of Xero Cashbook file
  • Unlimited Users
  • Bank feeds
Sharesight Subscription (If investments in direct shares)
  • If direct shares held then the portfolio software subscription will be added.
  • This will increase total cost of the package to $150 per month including GST
Trust Establishment Fee
  • Trust setup with individual trustee or corporate trustee
  • ABN and TFN registration for the trust
  • Company registered with ASIC for corporate trustee
  • $300 for individual trustees and $1,000 for corporate trustee (both prices include GST)