Plan, Protect, Prosper:
Our Custom Service Packages
All prices include GST. Monthly prices based on 12 months per financial year. The above prices do not represent a formal quote. Every business is unique, so we can only provide a formal quote after an initial discussion and review of your specific circumstances.”
Math Magic
Essentials
250
Every month
Prepare Quarterly Business Activity Statements (BAS)
Tax Return Preparation & Lodgement
Annual Financial Statements Preparation
Maintain Fixed Assets Register and calculate Depreciation
ATO Management
Year-end business, tax and budgeting advice - 1 hour
Single Touch Payroll Requirements for employers
Review of superannuation guarantee obligations
Annual Business Health Check
Math Magic
Plus
425
Every month
Everything in Essentials Package, and
Preparation and lodgement of up to 2 individual tax returns
Maintenance of ASIC compliance records
Annual Trust Resolutions & Minutes
Taxable Payments Annual Report (where applicable)
Monthly Review of your data entry
Quarterly Management Reports
Cashflow Coaching
Half Yearly Business Performance & Management Report
Annual Strategy Session (1 Hour )
Technology Review
Math Magic
Pro
550
Every month
Everything in Solopreneur package, and
Everything in the Company package, and
Annual 12 Month Cash Flow Forecast & Profit Plan
Budgets prepared and reviewed quarterly
Tax & Accounting Packages
Find one that works for you
Not sure which package is right for you? Call us on 1300 145 230
Services can be purchased separately”
Legacy Link
Solo
1,550
Individuals
Simple Will
Enduring Power of Attorney
Advance Health Directive
Add Testamentary Trust (per person): 880
Mental Health Directive
Letter of Wishes
Generations Letter Template
Executors Company Guide
Attorneys Toolkit
Legacy Link
Unity
2,800
Couples
Simple Will
Enduring Power of Attorney
Advance Health Directive
Mental Health Directive
Add Testamentary Trust (per person): 790
Letter of Wishes
Generations Letter Template
Executors Companion Guide
Attorneys Toolkit
Legacy Link
Heritage
5,300
Family of 4
Simple Will
Enduring Power of Attorney
Advance Health Directive
Mental Health Directive
Add Testamentary Trust (per person): 750
Letter of Wishes
Generations Letter Template
Executors Companion Guide
Attorneys Toolkit
Legacy Link
Harmony
3,500
Blended Families
Simple Will
Enduring Power of Attorney
Advance Health Directive
Mental Health Directive
Add Testamentary Trust (per person): 790
Letter of Wishes
Generations Letter Template
Executors Companion Guide
Attorneys Toolkit
Estate Planning Packages
Find one that works for you
Not sure which package is right for you? Call us on 1300 145 230
All prices include GST. Monthly prices based on 12 months per financial year. The above prices do not represent a formal quote. Every business is unique, so we can only provide a formal quote after an initial discussion and review of your specific circumstances.”
Ledger Legends
Lite
210
Every month
For those with up to 50 transactions pm
Set-up cloud accounting software including Hubdoc
Up to 2 hours of general bookkeeping
Quarterly Bank feed reconciliation
Quarterly Bank and credit card reconciliations
Reconcile GST
Annual reconciliation of wages and super
Ledger Legends
Booster
425
Every month
Set-up cloud accounting software including Hubdoc
Up to 5 hours of general bookkeeping
Monthly Bank feed reconciliation
Monthly Bank and credit card reconciliations
Reconcile GST
Quarterly reconciliation of wages and super
Reconcile receivables & payables
Prepare & send customer statements
Process Payroll (up to 5 employees)
Superannuation Guarantee Lodgement
Ledger Legends
Edge
650
Every month
For those with up to 250 transactions pm
Set-up cloud accounting software including Hubdoc
Up to 8 hours of general bookkeeping
Fortnightly Bank feed reconciliation
Fortnightly Bank and credit card reconciliations
Reconcile GST
Monthly reconciliation of wages and super
Reconcile receivables & payables
Prepare & send customer statements
Process Payroll (up to 10 employees)
Superannuation Guarantee Lodgement
Bookkeeping Packages
Find one that works for you