Our Annual Compliance service provides you peace of mind that all ATO requirements have been met.

Annual Compliance

from $550.00/monthly

1. Free Accounting Software or BYO

We provide you with a free standard Xero subscription.

2. Annual Financial Statement and Tax Return(Single Entity)

  • Preparation of your Annual Financial Statements including fixed asset schedule
  • Preparation and lodgement of Company Income Tax Return
  • Preparation and lodgement of your personal Income Tax Return and Business Schedule rental properties, CGT events and investment portfolios are extra
  • Dividend Statements and Statutory Minutes
  • 1 - hour Annual business strategy meeting

Additional Services

  • Monthly business performance snapshots (if Xero is reconciled)
  • ATO tax balance email reminders to help you avoid ATO penalties for late payment
  • Telephone & Email support to assist with any queries in relation to your business
  • Annual FBT Questionnaire. If required, FBT Return will be charged additionally

Let's Talk

Samuel Testa

Director - Tax & Legacy

“In a world of uncertainty, we provide our clients “Peace of Mind” knowing that the legacy they have created is protected for generations to come”
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