Our Services
Three services. One promise: spot-on advice.
Whether you’re an individual, a small business owner, or an SMSF trustee, here’s what we do, who it’s for, and how we’ll quote it.
For business owners
Small Business Tax, Advisory & BAS
Running a small business is hard enough. Doing your own tax shouldn’t add to the stress. We handle the compliance — whether it’s BAS, GST, or year-end returns — so you can focus on growing the business.
Who it’s for
- Sole traders earning more than $50k/year
- Companies and trusts with annual turnover up to $5m
- Owners who want a single accountant for everything, not a team that changes each year
- Businesses currently struggling with overdue BAS or ATO debt
- People who want to manage their own self-managed superannuation fund
What’s included
- Annual company, trust, or sole trader tax return
- Quarterly BAS preparation and lodgement
- GST registration and advice
- Year-end tax planning meeting (May / June)
- Director and beneficiary tax returns
- ATO correspondence handled on your behalf
- Unlimited email and phone support
How we price
Transparent fixed fees, quoted up front.
We scope the engagement before any work starts and agree to the fee in writing. No hourly billing for quick phone calls and no bill shock when we complete your work.
Book a free fit-check call →
For individuals
Individual Tax Returns
A good individual tax return isn’t just data entry. It’s making sure every legitimate deduction is claimed, every income source reported correctly, and every long-term decision — negative gearing, super contributions, capital gains timing — is considered properly.
Who it’s for
- PAYG employees — simple or complex
- Property investors with one or more rentals
- Share, ETF, and crypto investors
- People with side hustles or contracting income
- Anyone who’s behind on returns and needs to catch up
What’s included
- Full review of your income, deductions, and offsets
- Lodgement to the ATO via our registered tax agent portal
- Detailed summary of your refund or amount payable
- Tax planning notes for next year (where useful)
- Help with ATO queries or audits if they arise
How we price
Fixed-fee pricing, quoted before we start.
Every return is quoted up front based on your situation. Property investors, share and crypto traders, and complex returns are scoped individually. No hidden costs.
Get my tax return started →
For SMSF trustees & accountants
SMSF Audit & Compliance
Every self-managed super fund must be independently audited each year. We’ve built our SMSF audit practice on three things: fast turnaround, an approachable style, and a calm professional approach when issues come up — because they sometimes do.
Who it’s for
- Accountants who need a reliable, independent audit partner
- SMSF trustees whose existing auditor is slow, expensive, or hard to reach
- Funds with property, LRBAs, related-party loans, or other complex assets
- Trustees switching auditors mid-year
What’s included
- Full financial and compliance audit under APES 110 and ASA / ASAE standards
- Independent Auditor’s Report
- Management Letter where issues are identified
- ATO Auditor/Actuary Contravention Report (ACR) if required
- Direct phone access for queries during the audit
- Same-week turnaround for clean files received complete
Audit fees
From $440 for clean funds. From $550 — funds with property or LRBAs. Complex funds quoted on assessment. All fees fixed and disclosed before we start.
Request an audit quote →
Not sure where you fit?
That’s exactly what the free 15-minute chat is for. We’ll listen to what’s going on, tell you which (if any) of these services suits you, and quote it up-front.
Book a free chat
