Investor and Professional Packages

Transparent Pricing

Structure & tax for investors and professionals

For individuals with investment structures — whether you’re building wealth, already established, or a professional with income flowing through related entities.

Investors

Building or managing wealth

Starting out, established, or retired — investors with companies, trusts, or investment properties. You want your tax handled properly and your structure working efficiently, without surprise bills at year end.

Professionals in business

Partners, directors & senior professionals

Partners at accounting, law, or engineering firms — receiving income personally and through related entities like companies or trusts. You need comprehensive tax across your full structure, even where we’re not servicing the business itself.

Total Annual Income (salary + distributions)

$500K

$100K $1M $2M

Base service — always included

Structure & Tax Plan

Your primary investment entity plus two individual tax returns — everything covered under one annual fee. No surprise bills, no ad hoc invoices for standard work.

Indicative annual investment

$4,838

Approx. $403/month

Annual tax return & financial statements for your primary entity
2 × individual tax returns — covering salary, distributions and investment income
Annual tax planning to minimise your position before year end
Annual minutes & resolutions
ASIC compliance managed for you
Lodgement reminders — never miss a deadline

Optional upgrades

Quarterly BAS

For entities registered for GST — quarterly preparation and lodgement by a registered BAS agent. Add this if your entity has trading or investment activity subject to GST.

+$1,800/yr $450 per quarter

Quarterly Tax Estimates

We calculate your likely tax position each quarter so you set aside the right amount — no end-of-year bill shock. Particularly valuable for partners and investors with variable distributions.

+$1,800/yr $450 per quarter

Add-on

Additional Companies & Trusts

Each additional entity beyond your primary is priced at a flat annual fee — the same regardless of income level.

Per entity, per annum

$3,600

Approx. $300/month each

Annual Tax Return & Financials
Tax Planning
Annual Minutes & Resolutions
ASIC Compliance

How many additional companies or trusts do you have?

Your estimated package

Estimated total

Book a Strategy Meeting

Not ready to switch accountants yet?

Structure & Tax Masterclass

A short private program for investors and professionals who want to get their structure right and their tax strategy in place — before committing to a full-service engagement. Join the waitlist and we’ll be in touch when the next intake opens.

How to structure your investments to protect assets and reduce tax
Understanding distributions, trust resolutions, and CGT planning
What a good tax strategy actually looks like at your income level

Prices are indicative and based on typical complexity at each income level. Your exact investment will be confirmed at a Strategy Meeting. All prices are in AUD and exclude GST.

It all starts with a conversation

Investor and Professional Packages

Structure & tax for investors and professionals

Structure & Tax Masterclass

It all starts with a conversation