Brisbane's Accounting & SMSF Specialists

Fees

Source-accounting-brisbane-CBD-accountantAt Source Accounting, we are not here to tell you that our fee are the lowest you will find in the market. Nor do we treat you as just another.

Our services are customers and solution orientated.

We go the extra mile to provide you with the highest level of service for the fee that best suits you and your work.   We understand that fee transparency is important to you.  So we are only too happy to give you the confidence that our fees are competitive, by giving you an/some insight/s into our fee structures below.

 

 

 SMSF Annual Audit Fee

All Source Accounting clients are provided with an absolute service.  However, under the super law, trustees are required to engage an independently approved auditor to carry out your SMSF audit.

At Source Accounting, we can refer clients to an external panel of expert Auditors. This ensures SMSF auditor independence and objectivity.  We do our best to source an SMSF auditor who will deliver great customer service, and develop a strong working relationship with you.

SMSF audit fees start from $495 per annum (including GST).

 

 Trust Compliance

Small business entity via trust – Less than $2 million in aggregated turnover or investment trusts.

Our Annual Trust Compliance package provides you with the following services from $1,100 per annum:

  • Review of MYOB/Quickbooks/Xero files.
  • Preparation of Annual Trust Financial Statements.
  • Maintenance of Beneficiary Current Accounts, calculation of distributions required and strategic advice in relation to distributions.
  • Reconciliation of Division 7A Loans including calculation of loan repayments and interest.
  • Preparation of Quarterly Business Activity Statements.
  • Preparation and Maintenance of Depreciation Schedules.
  • Preparation and Lodgement of Annual Trust Tax Return.
  • Annual Trust documentation and minutes including Distribution Resolutions.

 

Partnerships

Our Annual Partnership Compliance package provides you with the following services from $880 per annum:

  • Review of MYOB/Quickbooks/Xero files.
  • Preparation of Annual Partnership Financial Statements.
  • Maintenance of Partnership Current Accounts.
  • Preparation of Quarterly Business Activity Statements.
  • Preparation and Maintenance of Depreciation Schedules.
  • Preparation and Lodgement of Annual Partnership Tax Return.
  • Annual Partnership documentation and minutes including Distribution Resolutions.

 

Individual Tax Returns

At Source, we believe in assisting clients, regardless of their budget.  We will prepare your Individual Income Tax Returns from $99 including GST for basic returns and from $165 including GST for returns that involve property investments.

 

Specialist Services

Company Formations $990
Division 7A Loan Agreement $385
Discretionary/Hybrid/Unit or Fixed Trust Deed $495
Partnership Agreement $550

We guarantee you complete transparency when it comes to fees.  There are no hidden commissions and no ulterior motives.  We are here to serve you and act in your best interest at all times.