Service & Fee Schedule - Tax

 

Depending on your personal or business circumstances, taxation can be a complex area in which accurate, informed advice with regard to obligations and structure can result in substantial savings.

Outlook has experience and expertise in a wide range of areas, including:

    •          Specialist tax needs and consulting
    •          Reducing tax liability through tax planning
    •          Managing Capital Gains Tax
    •          Maximising the benefits of salary packaging
    •          Analysis and advice on employee share schemes
    •          Income tax return preparation
    •          Taxation compliance –business financial reporting (Sole Traders)
    •          UK pension income
    •          Dividends and income from managed funds, property or other investments

We now offer “express” tax return preparation for individuals. Listed below is an overview of the services available and an indicative price guide.

express

 

·          Salary, wages and pensions

·          Interest & Dividends

·          Basic deductions, donations, tax agent fees

$165

Intermediate

 

·          Payment Summaries (including pensions)

·          ETP’s

·          Interest

·          Dividends

·          Capital gains on shares (buy & sell contract notes only)

·          2 or less Managed Funds (e.g. Asgard)

·          Employee Share Plan - S.139E elections only

·          Net Medical Expenses (summarised)

·          Professional deductions, donations, tax agent fees, motor vehicle, clothing/uniform, low-value pool assets

$220

Advanced

·          Education Tax Refund

·          Rental properties – multiple, 3 or less (summarised)

·          3 or more managed funds &/or an investment portfolio

·          Foreign income (e.g. pensions)

·          Agribusiness statements

·          Capital gains on shares (Dividend Reinvestment Plans)

·          Balancing adjustment event on disposal of income producing asset, e.g. car

·          Work-related self-education deduction, travel, investment related costs, personal super contributions

$330

Complex

·          Business with turnover less than $75,000

·          Capital gains – construction of cost base (de-mergers, takeovers etc.) and/or unit trust redemptions

·          Rental Properties – 4 or more

 

 $550

P.O.A.

·          Capital gains – property

·          Employee Share Plans – advice and planning around S.139E elections and/or other activity

·          Deceased Estates & Date of Death Returns

·          Instalment Warrants

·          Residency/non-residency issues

·          Personal income tax advice on any of the above issues

 

P.O.A

 
  1.     If using our ‘express’ option, you will need to have all the information with you at the time of the interview/telephone call.
  2.     The tiers are cumulative, i.e. ‘Complex’ includes everything in ‘Intermediate’ & ‘Advanced’.
  3.     Prices start from the base amounts, so clients can only rely on this as a guide.
  4.     Summarised information is desired in order to keep the fee as close to the base amounts as possible.
  5.     P.O.A. does not infer that the cost will be more than the ‘Complex’ tier.

 

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