INVESTMENT AND BUDGETING PACKAGES
Xero Personal Budgeting
Inclusions:
Quarterly budget report
Individual Income Tax Return
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 Cashbook Subscription
- Setup of Xero Cashbook file
- Unlimited users
- Bank feeds
- Xero file reconciled by the client*
Individual Income Tax Return
- Annual tax return preparation and lodgement**
Investment Trusts
Inclusions:
Annual Financial Statements & Tax Return
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 Cashbook Subscription
- Setup of Xero Cashbook file
- Unlimited Users
- Bank feeds
- 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 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)