Portfolio Login

Schedule of Fees & Charges July 2021


Tax & Accounting

Standard Individual Returns
 - Complex work and calculations, multiple Income sources and/or capital gains transactions, share takeovers etc.
and failure to provide all information in the first instance will incur additional charges.
from $200.00
Partnership, Company and Trust Returns
Associated Accounting Tasks
from $880.00
Provision of Trading figures / Income Tax returns /
Profit & Loss statements to third parties
from $75.00
per document
Superannuation Fund Returns
Accounting and Audit tasks
from $3,400.00
Rental Property Schedules from $220.00
Quarterly Business Activity Statements (GST) from $550.00
Formation of Companies WorkCover, GST, PAYG Registration $2,200.00
Formation of Superannuation Funds $2,000.00
GST Registration Application $220.00

ASIC Review & associated documents                                                                                                                                                                                                    $330.00

Financial Planning

There is no charge for the initial interview.

Purchase and Sales of listed Securities Fee for Service
Purchase of Managed Funds Fee for Service


Provision of Financial Plan

 

from $1,100.00 
Investment Review Fees Fixed fee ranging from 0.88% to 1.1%
of Portfolio Value pa

 

Other Services

Generally these services are charged at an hourly rate.

Paul Finlay $300.00 per hour
or part thereof
Face to Face discussions with Paul $150.00 per hour
minimum charge
Telephone discussions with Paul $75.00 per hour
minimum charge
Office Staff $130.00 per hour

 

(all fee charges inclusive of GST)