Munro's Accountants and Advisors

Consultation

We offer consultations with respect to business strategy, accounting, tax and asset protection.*

Consultations comprise the following service:

  • Up to 60 minute consultation via Zoom or in-person at our Perth office.
  • A brief follow up email summarising the key discussion points/advice.

If you would like to book a consultation, then please read all the below and then book using the appropriate link.

If you are not sure if a consultation is right for you, then please email digital@munros.com.au. Be sure to include your name, phone number, background information and questions. We will respond within one business day, suggesting whether or not a consultation is necessary or what your other options are.

* Please note, we do not provide financial advice, except in limited circumstances regarding superannuation. Should such limited financial advice concerning superannuation be necessary, as part of our regulatory compliance we will need to issue you with a Statement of Advice, which would be separately priced in addition to the consultation fee.

Frequently Asked Questions

What do I get from the consultation?

Consultations allow you to meet with a specialist advisor from Munro’s to discuss and address your situation, questions, concerns and options. Your Munro’s advisor will use their many years of experience and expertise to provide you with readily available answers and advice.

Whilst we of course do our very best to provide the necessary advice during the initial consultation, we are not always able to address everything in one consultation. Where your situation/plans include complex matters which cannot be fully addressed during the initial consultation, we can provide further advice and assistance as required as part of a secondary consultation and/or project. This additional work will be separately priced based upon your unique circumstances following the first consultation, and agreed with you before proceeding further. There is no obligation to proceed should you not wish to receive the additional advice and assistance.

Will I need further advice?

This depends on your circumstances and can only be answered with a maybe. Until such time that we explore what it is you are doing and plan to do, we cannot say whether or not one consultation will be sufficient to address everything. We make our expertise available to you by way of a consultation, capped at the agreed price, so as to best address what you need and allow us to let you know what further advice and assistance (if anything) is needed. Our clients continue to be very pleased with our professional services and we are confident we can help you too.

If you remain unsure if a consultation is right for you, then please email digital@munros.com.au. Include your name, phone number, background information/circumstances and questions. We will respond within one business day, suggesting whether or not a consultation is necessary or what your other options are.

Do you offer free initial consultations?

No.

Why do you charge for consultations?

We charge a fair price for consultations because you have asked us to provide you with advice and there are costs associated with providing that advice.

Do you offer discounted consultations?

Only in exceptional circumstances. If you are a startup or not-for-profit then you are welcome to email digital@munros.com.au to request a discounted consultation. Please be sure to state your name, phone number, background information/circumstances and questions. We will respond within one business day letting you know if you qualify for a discounted consultation.

How do I pay?

Payment for consultations are accepted using Stripe or direct bank deposit.

Stripe

When booking online, your payments are securely processed by Stripe. We accept payment using Mastercard, VISA and AMEX.

After you select your consultation date and time, you will be asked to answer a few questions and then pay using Stripe.

To complete payment, you need to include the Name as it appears on your debit/credit card, your card number and expiry date.

Direct Bank Deposit

If you would prefer to pay using direct bank deposit, then please call our reception at (08) 94275200.

Do I need a consultation?

If you need advice - have questions or are uncertain about what is best for you - then a consultation is perfect for you. Should you simply require a tax return to be prepared and lodged, then you are better off asking for a quote.

What do I do if all I need is a tax return done?

If all you need is a tax return prepared and lodged (i.e. you don’t require any advice), then rather than book a consultation you can request a quote from us. Since everyone's circumstances are unique to them, in order to provide a quote we firstly need to review your situation and relevant activity/transactions. To allow us to do this, please email digital@munros.com.au the following information:

  1. Tell us your name and phone number.
  2. Explain what you want.
  3. Explain your situation/activity/transactions.
  4. Where applicable, provide the following:
    • A copy of your most recently lodged income tax return and financial statements.
    • Access to your bookkeeping software or spreadsheets containing all transactions. Essentially the records associated with all your income and expenses.
    • Anything else which we should know about your tax affairs.

If you are a cryptocurrency investor, then please also include the following (where applicable):

  • A copy of your most recently lodged income tax return. Include all applicable prior year tax returns if amendments are required.
  • All CSV/spreadsheet file exports from your exchanges and wallets revealing all your trades, deposits and withdrawals up to today. Alternatively, let us know which exchanges you have used and we can send you instructions for API/CSV exports.
  • A record of each cryptocurrency you currently own (i.e. the ticker such as BTC, ETH) and the quantity held today. Best if you can provide this in a spreadsheet with a column for the crypto ticker (e.g. BTC) and a column for the quantity.
  • Records of anything else related to cryptocurrency that you believe we need to know. For example, hardware wallets and mining/staking costs.
  • If there is any missing information, then please provide as much detail as possible with respect to missing transaction data. Such as what transaction details do you know are missing and what cryptocurrency were traded/mined/staked/earnt/sold/lost (coin ticker, approx. date and quantities). The more detailed information you provide, the easier it will be to account for missing trade data.
  • Records associated with your other non-crypto income and investments. For example, rental property statements and associated expenses; share trading reports, etc.
  • Records of any tax deductible expenditure. If you are unsure if something is tax deductible, then include it and we can determine tax treatment.
  • Anything else which we should know about your tax affairs.

Consultation booking links

Please ensure you use the correct booking link.

 

About Munro’s

A bit about Munro’s and our expertise. We are an accounting and business advisory firm with our headquarters in Perth. We’ve been in business for almost 50 years and we provide exceptional tax and business services to clients across WA and Australia. We have many longstanding clients who operate small-medium businesses, and investor clients who have invested in pretty much every asset class including cryptocurrency.

We’re very proud to be using systems and knowledge in a way which we believe is unrivalled and for your benefit. This includes helping you minimise your taxes as much as legally possible.

We have an outstanding reputation, which is confirmed by our many verified 5-star Google reviews. See here: https://g.page/munros/

Our team very much looks forward to working with you.