This service level is usually suitable if you are employed, receive investment income, hold shares or managed funds, own investment properties, or have had a capital gains event during the year. If you're unsure, this is often the right starting point.

This service level is usually suitable if you operate under your own ABN, invoice clients directly, and want annual compliance handled properly — with optional BAS support during the year.

Suitable for active small businesses that are GST registered and need quarterly BAS support throughout the year. If you are trading regularly and filing BAS each quarter, this package keeps you covered.

Suitable for businesses with both IAS and BAS obligations during the year — such as those with employees, PAYG withholding requirements, and regular tax instalments. This is the right fit for most actively trading businesses with staff.

SMSF compliance requires annual financial statements, a tax return, member statements, and coordination with an independent auditor. We handle the full preparation and lodgement process on your behalf.

Accurate, up-to-date bookkeeping means your BAS, tax, and reporting are smoother — and there's far less catch-up work at year end. Our bookkeeping is reconciliation-based and priced by monthly transaction volume.

Suitable for businesses with employees who want wages, payslips, super, and STP lodgement handled correctly and consistently. A payroll event means one pay run for one employee — for example, one employee paid weekly creates four events per month.

Some tax matters sit outside standard annual compliance. These are areas with specific ATO rules, real penalties for getting them wrong, and timelines that don't always align with the usual year-end process.

Below is a plain explanation of each service — what it is, when it applies, what it costs, and what happens if you ignore it.

Division 7A is a tax rule that applies when a private company lends money to, or pays personal expenses for, its shareholders, directors, or their associates. This most commonly arises when a director draws money from the company or uses company funds for personal expenses — even informally.

Fringe Benefits Tax applies when your business provides non-cash benefits to employees, directors, or their associates. Common examples include a company car used for private purposes, personal expense reimbursements, entertainment, car parking, or meals. The FBT year runs 1 April to 31 March — different from the income tax year.

Capital Gains Tax applies when you sell or dispose of an asset — such as property, shares, crypto, or a business — for more than you paid for it. The gain is added to your income and taxed at your marginal rate, though a 50% CGT discount may apply if you held the asset for more than 12 months.

The Superannuation Guarantee Charge applies when employee super is paid late or underpaid. If super is even one day late, the employer must lodge an SGC statement with the ATO and pay the shortfall plus an administration fee and interest.

The IDS is required when your Australian business has transactions with overseas related parties. It covers transfer pricing (ensuring cross-border prices are at arm's length) and thin capitalisation (ensuring you are not excessively funded by overseas debt to reduce Australian tax).

A BDBN is a legal document that directs your SMSF trustee on who should receive your super benefits if you die. Without one, the trustee has discretion to decide — which may not align with your wishes or your estate plan. BDBNs typically expire every three years and must be renewed to remain effective.

A reversionary pension ensures that if you die while receiving a pension from your SMSF, the pension automatically continues to your nominated beneficiary — usually your spouse — without interruption or the need for trustee decisions at a difficult time.

Whether you need to register a new company or trust, deregister an old one, or manage ongoing ASIC obligations, we handle the paperwork and lodgements on your behalf — correctly and efficiently.

We suggest Tier 1 if your company is straightforward, you rarely change company details, and you just want someone to handle the annual ASIC statement and solvency resolution without you having to think about it.

We suggest Tier 2 if you make changes to your company from time to time — such as updating directors, addresses, or share structures — you want ASIC mail handled for you, or you need occasional access to a professional meeting space.

We suggest Tier 3 if you have frequent administrative needs that go beyond ASIC — for example, coordinating documents, managing business correspondence, or general company administration support on an ongoing basis.

Not sure which tier is right for your company? Use this guide to find the best fit based on your situation.

Where work falls outside an agreed fixed fee, package, or defined scope, hourly rates may apply. This can include additional meetings, research, correspondence, or work that expands beyond the original engagement.