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Services

Individual Tax Return 

We provide comprehensive individual tax return preparation services to help you maximize your deductions and credits. Our experienced staff can handle complex tax returns, such as those involving rental properties, dividends, and trust income. We will work with you to ensure that you get the best possible outcome when filing your taxes.

From $99
Small Business Tax Returns

Our team of experienced XERO Certified accountants can help you with all your small business tax return needs. We will provide accurate and timely filing of your returns, whether as a Sole Tarder, Company or Family Trust, as well as advice on how to best maximize your tax savings. With our help, you can be confident that your taxes are taken care of correctly and efficiently.

From $550 - competitively priced!
Self-Managed Super Funds

 

Annual Administration

• Preparing Financial Statements for the Fund

• Preparation of the Annual Return including

Income Tax Member Reporting and Regulatory

Information

 

• Advising of Fund’s activities and reviewing its

compliance with the Superannuation Industry

(Supervision) Act and Regulations, highlighting

any areas of concern

 

• Calculating member entitlements including

preservation components

 

• Preparing member statements

 

• Preparing trustee minutes, trustee declarations, gainful employment declarations

 

• Documenting the creation of and minutes of

the annual review of the Fund’s Compliance

Investment Strategy, or obtaining the Fund’s

Compliance Investment Strategy from the

Fund’s financial planner

 

• Liaising with the fund’s auditor

 

• Calculating annual pension requirements

 

• Advising on the appropriate level of pension to draw and calculation of the tax to be deducted from the pension, where necessary

 

• Liaising with the fund’s actuary, where necessary

 

Fee Structure for SMSF

 

SMSF Administration Fees*

Annual Administration fee (2 member accounts):

 

• Accumulation mode: $990 - $1,450

 

• Pension mode: $1,510 - $2,465**

 

Takeover existing fund: $0

Review existing SMSF Deed: $0

 

SMSF Audit by independent auditor arranged by CBM Accounting: $440 - $770

 

Pension Commencement (per pension):

• Member under 60: $330

• Member over 60: $110

Commutation of existing pension: $0

 

Actuarial Certificate:

Defined Benefit Certificate (Centrelink): $396

Sec 283 Certificate: $187

 

SMSF Establishment:

• Individual Trustees: $440

• Corporate Trustee: $1,573

 

Compliance PAYG, GST obligations:

• Preparation of Quarterly Activity Statement: $0

• Superannuation contribution query: $0

• Binding Death Benefit Nomination: $220

• PAYG Income tax and GST: $0

• PAYG reporting Obligation: $0

Change of Trustee with Deed update:

• Individual: $660

• Corporate: $1,430

 

* All fees quoted correct as at 1 July 2020

 

** Contingent on number of assets within the fund

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