Professional Fees Designed for Modern Businesses
Transparent, flexible pricing tailored to support your business growth.
Table of Contents
This Professional Fee Schedule forms part of the Engagement Letter (APES305) as required by Institute of Chartered Accountants Australia NZ and CPA Australia. Where hourly rates are quoted time is billed in 10 minute increments and you will be charged for time spent NOT outcomes. Out of pocket expenses are charged on a cost basis. Fee estimates current as at January 2026 and are excluding GST, excluding state stamp duty (if applicable), excluding any payment surcharges and subject to change without notice. Invoices are due and payable upon issue.
Property Investors and Airbnb/Short-Term Rental Accommodation Providers
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Investment Property / STR Consultation
A meeting with the Managing Partner of the firm who is a Chartered Accountant with over 25 years experience advising clients in investment property, short-term rentals, commercial property, and tax planning.
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$400 per hour |
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Individual Tax Return with Investment/Airbnb Rental Prepared by a CPA Property Specialist
Includes the ITR, one investment property or short-term rental, and detailed investment property deduction checklist 1.5 hours
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from $480 |
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Additional Investment Properties / Short-Term Rentals
For each additional investment/STR property
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$200 |
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Investment Property / STR Consultation (in-person, Zoom, Email or Phone)
A meeting with the Managing Partner of the firm who is a Chartered Accountant with over 25 years experience advising hundreds of clients in investment property accounting, short-term rentals, commercial property, property development and tax planning
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$400 per hour |
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Individual Tax Return with Investment/Airbnb Rental Prepared by a CPA Property Specialist
Includes the ITR, one investment property or short-term rental, and detailed investment property deduction checklist 1.5 hours
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from $480 |
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Additional Investment Properties / Short-Term Rentals
For each additional investment/STR property
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$200 |
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Minimisation of Capital Gains Tax on Sale of Property
Calculation and minimisation of Capital Gains Tax (CGT) when you sell a property and need to include it in your ITR. Fee will ultimately depend on complexity. Prepared only by a Senior Partner with extensive experience in Capital Gain Tax Law.
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$400 per hour |
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Residential Valuations
If you’re an investor: No need for a registered valuer. You save money and get compliant documentation faster. Final valuation fee will depend on complexity.
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from $299 |
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Retrospective CGT valuations (e.g., backdated to a specific year)
Where you didn’t get a valuation at the point of moving in or out of a property. Final valuation fee will depend on complexity.
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from $299 |
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Tax Depreciation Report for Investment Property
Via our partners at Duo Tax (special price normally $700)
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$595 |
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Short-Term Rental Company or Investment Property Corporate Trustee
ASIC private company incorporation for short-term rental operators including required corporate documents: Consent to act as officeholder, Consent to Occupy, Allotment Journal, Company Constitution, Register of Members, Share Certificates
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$1500 |
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Setup Short-Term Rental Chart of Accounts in Xero
Setup the firms proprietary chart of account specially designed for short term rental operators utilising platforms such as Airbnb and Booking.com
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$540 |
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Investment Property Trust with Individual Trustee
Includes the Trust Deed setup by a Lawyer on Rider Accountant’s advice but NOT including any personal legal advice
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$1500 |
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Accountant’s Letter for Lender
Accountant’s letter required by lenders for clients of the firm only and subject to verification and other checks. Professional accounting bodies of which we are a member recommend against issuing these letters which has meant that we have to report every letter to our insurance underwriters and our premium is adjusted per letter. This service is more than a letter its a guarantee that the lender relies on. Normally when we structure our client affairs we ensure the trustee or holding company has no ABN or TFN as this triggers the requirement for this letter. Existing clients can expect to pay at least $600. We do NOT issue Accountants Letters unless you are an existing client.
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starting at $600 |
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Finance Mandate Fee for Investment Property
Mandate fee to be quoted per deal. Working with our firm’s broker to secure you finance for your property investment journey. Mandate fees are applied to complex deals, SMSF, first-home buyers and Trust deals.
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$900 to $2200 |
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Short-Term Rental GST Position Paper
This position paper impacts short-term rental and commercial residential operators and has been developed by this firm in conjunction with the ATO to guide business operators how to account for GST.
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$720 |
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Amendment for Lost Negative Gearing
If you have missed depreciation or other property claims in prior years we will need to amend the proper year return to claim the most money
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$360 per year |
Individuals
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Standard Basic Individual Tax Return
Covers most salary or wage earners with basic deductions. Any extra work required will be charged at the adhoc rate
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$260 |
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Individual Tax Return Capital Gains Tax Schedule
Cover shares, crypto and other capital gains or losses
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$120 per schedule |
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Ad Hoc Tax Work, Phone Call, Emails and Amendments
Extra accounting, tax work, phone advice, emails or amendments to prior year returns will be charged at an hourly rate for work performed
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$240 per hour |
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Individual Tax Return ATO Objection
An amendment, out of time request, correction or dispute regarding a prior year issued ATO Notice of Assessment.
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from $780 |
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ATO Private Ruling
A private ruling is binding advice that sets out how a tax law applies to you in relation to a specific scheme or circumstance.
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from $2880 |
Sole Traders
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Sole Trader Tax Return Prepared by a Chartered Accountant
Covers very small sole trader businesses with an ABN and an ITR 2 hours
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from $540 |
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Sole Trader BAS (Business Activity Statement)
Standard price covers a basic BAS. Generally there will be 4 BAS each financial year
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from $132 |
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Ad Hoc Tax Work for Sole Traders
Extra accounting, tax work, phone advice, emails or amendments to prior year returns will be charged at an hourly rate for work performed
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$240 per hour |
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New Australian Business Number (ABN)
New sole trader business with ABN add GST registration and business name as extra charges if required
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$240 |
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Annual GST Return
GST return for the whole financial year, generally only applicable if your income for the year is less than $75,000
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$240 |
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Taxable Payments Annual Report (TPAR)
Part of the taxable payments reporting system (TPRS), many businesses lodge a TPAR to report payments made to certain contractors
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$120 |
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Tax Return Amendments
Amendments are charged for each year for up to 2 years from the Notice of Assessment. After 2 years an objection is required and this will be quoted on a cases by case basis.
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from $260 |
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Uber Drivers Tax Return
Tax return that covers the individual tax return, Motor Vehicle Claim as well as the Small Business Schedule required by Uber drivers
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$400 |
Companies
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Company Tax Return Prepared by a CPA
The base rate is for companies that have a bookkeeper and use an accounting system like Xero, otherwise add the Ledger Preparation service
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from $640 |
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ASIC Agency Annual Service
Required for all company clients - Preparation of the Annual Company Review and associated documentation
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$260 per annum |
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Company BAS with Xero
This service covers only the review of each BAS in Xero and lodging with the ATO, it doesn't include preparation of the BAS
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from $132 |
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Company BAS Preparation
For clients that don't use Xero and require preparation of the BAS using the Ledger
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$260 |
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Xero Training and Support
Xero Certified Advisor and Partner level support for Xero
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$240 per hour |
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Payroll and FBT Returns
Posting payroll and submitting annual FBT returns
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from $240 |
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Annual Financial Statements Preparation
Full profit and loss, balance sheet and cashflow reporting
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from $1200 |
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Corporate Business Advisory
Engagements for business advisory work and forensic accounting are quoted on a project by project basis
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$400 per hour |
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Annual Ledger Preparation
We will import your bank statements to our ledger ready to prepare BAS and Company Tax Return
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$960 |
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Division 7A Loan Agreement
ATO compliant loans from Company to Director
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$360 |
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Setup a New Company with ASIC
Includes ASIC registration, company name search, consent documents, company constitution, register of members, and share certificates
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$1500 |
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ASIC Annual Company Return Management
Review ASIC correspondence to ensure solvency and send for payment
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$240 per annum |
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Resident Company Director, Secretary and Office for ASIC
For foreign or non-resident directors requiring local resident office holders in Australia
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$649 per annum |
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Apply for Company TFN and ABN
Application to the Australian Business Register and ATO for TFN and ABN
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$240 |
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Company Serviced Office Address for Privacy
Useful for companies wanting a registered office address without using a home address
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$44 per month |
Trusts
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Setup a Discretionary (Family) Trust
Setup discretionary original trust deed (plus certified copy) prepared by legal firm under our instruction including our out of pockets expenses and trustee resolution but NOT including your own legal advice, state based stamp duty or ATO Tax File Number
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$1500 |
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Setup a Unit Trust
Includes the Trust Deed and the associated accounting fees but not including your own legal advice
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$2000 |
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Setup a Hybrid Trust
Includes the Trust Deed and the associated accounting fees but not including your own legal advice
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$2400 |
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Setup up a Corporate Trustee (simple Trustee only)
ASIC private company incorporation including required corporate documents: Consent to act as officeholder, Consent to Occupy, Allotment Journal, Company Constitution, Register of Members, Share Certificates
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$1500 |
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Trust Tax Return
Simple Trust tax return – more complex returns will incur fees at the hourly rate
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from $480 |
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Trust Resolutions
per Resolution and minimum one will be required each financial year
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$120 |
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Set of Trust Accounts
Produced in Xero ledger based on bank transactions sent via CSV file downloaded from the bank
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from $720 |
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UPE Investment Agreement
An ATO compliant agreement for reinvesting unpaid present entitlements back into the Trust
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$560 |
Partnerships
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Set of Trust Accounts
Depends on the complexity of the return and hours spent
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from $360 |
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Partnership Accounts
Preparation of accounts using Xero ledger
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from $720 |
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Partnership Agreement
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$900 |
Self Managed Super Fund (SMSF)
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Register Corporate Trustee + Superannuation Trust
Setup the superannuation trust and the corporate trustee including ABN and GST but NOT including consulting and tax advice. You should seek independent financial advice before setting up a SMSF
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$2000 |
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SMSF Minutes & Resolutions Package
Ensure compliance with ASIC and ATO requirements for managing the fund
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$176 |
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SMSF Borrowing – Custody Trust
For just the custody (or bare) trust required when borrowing money to buy an asset for a SMSF including the required resolutions and compliance letter
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$1600 |
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SMSF Limited Recourse Borrowing Arrangement
Full borrowing documents that may be required by a lender or for private loan agreements or mortgages
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$960 |
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SMSF Pension Pack
Per pension when moving to pension phase
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$400 |
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SMSF Amendments
Change of name, change trustee, amendments, corrections, replacement deed, vesting deed etc
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From $600 |
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SMSF Binding Death Benefit Nomination
Per member
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From $300 |
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SMSF Investment Strategy
Document your investment strategy to comply with the relevant laws
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$208 |
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SMSF Annual Accounts
Annual GPFR accounts generated using BGL SimpleFund 360 suitable for audit and including BGL fee
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From $1200 |
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SMSF Annual Audit
Outsourced audit fees as required by Australian law. Final cost will depend on the quantity and complexity of transactions.
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From $600 |
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Actuarial Certificate
May be required when transitioning to retirement
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$352 |
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SMSF Borrowing Bank
Required when borrowing funds from the bank to buy investment property
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From $500 |
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SMSF Borrowing Related Parties
Required when borrowing from related parties
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From $1250 |
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SMSF Change of Trustee
When you need to change the trustee e.g. for borrowing purposes
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$560 |
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Mandate Fee for SMSF Borrowing
SMSF borrowing is complex and this mandate fee will cover the additional advice to be given on structuring the loan
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up to $2000 |
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SMSF Annual BGL Software Administration Fee
Simple Fund 360 is Australia’s leading SMSF administration software with powerful automation and AI-powered technologies for streamlining SMSF compliance.
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$175 |
Forensic Accounting
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Forensic Accounting Report on Business Losses
Minimum number of hours required to quantify business losses is 10 hours @ $360 per hour. Additional time may be required and will be quoted on a case by case basis.
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From $4000 |
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Family Law Forensic Accounting
Under instruction from an aggrieved party or from legal advisors, family law matters require delicate handling and often require substantial amounts of investigation.
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$400 per hour |
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Business Valuation Disputes
Our firm will provide a valuation report on the value of a business in case of commercial disputes or family law matters.
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From $5040 |