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Schedule of Fees & Charges 2019

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 $180.00
Partnership, Company and Trust Returns
Associated Accounting Tasks
from $770.00
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 $3,000.00
Rental Property Schedules from $220.00
Quarterly Business Activity Statements (GST) from $550.00
Formation of Companies WorkCover, GST, PAYG Registration $2,000.00
Formation of Superannuation Funds $880.00
GST Registration Application $330.00

ASIC Review & associated documents                                                                                                                                                                                                    $330.00


Preparation of Contract $660.00
Sale or Purchase of Property, Documentation and Settlement $99.00
Search Fees $490.00

Verification of Identity (VOI)                                                       $45.00 Per person

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

$1,100.00 min
Investment Review Fees 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)