Premium Tax Return Service for Investors

Price

Price depends on your specific situation and is impacted by factors such as complexity of your personal, investment and/or business affairs, completeness of data, compilation of data, number of different accounts, wallets and exchanges, types of transactions, number of investments traded and timeliness of advice and assistance sort.

Our pricing generally begins^ at:

^ Starting price is lower when these services are combined and/or also a part of a business group.

Investors

• $770 incl. GST per annum for each residential rental.
• $2,200+GST per annum for each commercial/industrial/large format retail rental.
• $770 incl. GST per annum for modest and domestic only share investing.
• $2,200 incl. GST per annum for more complex / international share investing.

Traders, Crypto & Businesses

• $3,000+GST per annum for modest affairs;
• $6,000+GST per annum for intermediate affairs*; and
• $12,000+GST per annum for complex affairs*.

* Intermediate and complex affairs typically involve multiple exotic transactions including derivatives/options/forex, subdivisions or real estate flipping, business operations, DeFi, margin trading, mining, multiple NFTs, non-major blockchains, non-major exchanges, non-major wallets and/or missing information.

Ultimately, the price is determined on a case-by-case basis and we can provide a specific quote in due course (after receiving all source information), giving you a clear understanding of the price before proceeding with tax return preparation services.

Information We Need

The following information is what we need to prepare a quote and your tax return:

1. Copy of most recently lodged tax return.
   • Include all applicable prior year tax returns where amendments are required.

Real Estate

1. Rental property statements and associated expenses.
2. If maintained, access to your bookkeeping software (or spreadsheets) containing all transactions.
   • Please ensure your bank, loan and credit card accounts are all reconciled.
   • Please ensure your receivables and payables are all reconciled.
3. Bank statements associated with real estate income and expenses.
4. Loan and credit card statements associated with real estate.
5. Agreements for all relevant new loans taken out during the year.
6. Deductible and non-deductible percentage for loans, if applicable.
   • If you have drawdown money on a loan and used it for personal expenditure, we need to know.
7. Real estate acquisitions and disposals:
   • Contract / Offer & Acceptance.
   • Final Settlement Statement.
   • Development costs.
8. Accounting, legal and professional fees.
9. Invoices for all expenditure that might be tax deductible.

Shares / Forex / Derivatives

1. Investment trading account statements:
   • You can usually download an End of Financial Year Report from your broker which shows investments owned at 30 June, and all your purchases and sales throughout the year.
   • If you sold investments purchased in a previous financial year, we will also need the prior years’ acquisition transactions.
2. If maintained, access to your bookkeeping software (or spreadsheets) containing all transactions.
   • Please ensure your bank, loan and credit card accounts are all reconciled.
   • Please ensure your receivables and payables are all reconciled.
3. Trading account bank statements associated with profits, income, expenses and losses.
4. Loan and credit card statements associated with trading.
5. Agreements for all relevant new loans taken out during the year.
6. Deductible and non-deductible percentage for loans, if applicable.
   • If you have drawdown money on a loan and used it for personal expenditure, we need to know.
7. Accounting, legal and professional fees.
8. Invoices for all expenditure that might be tax deductible.

Crypto

1. A spreadsheet record of each cryptocurrency you currently own (i.e. the ticker such as BTC, ETH) and the quantity held today (or 30 June if you have an exact record).
   • Here is a template.
   • It can also be helpful to include a column for the location of the crypto (i.e. wallet/exchange) and the quantity at each location.
   • If you have NFTs, then include the description, token ID, location (i.e. wallet/exchange), relevant blockchain (e.g. Ethereum/Solana/Binance Smart Chain) and acquisition transaction hash.
   • If it involves a SMSF, then we also need screenshots of your exchange/wallet after login, showing the crypto, the quantity and the date.
2. A list of each exchange and wallet you have used throughout the period.
   • Here is a template.
   • For each wallet, the record must include all the relevant blockchains (e.g. Ethereum, Binance Smart Chain, Polygon).
   • Also, for each exchange/wallet, list the types of transactions which have occurred (e.g. spot trading, futures trading, margin trading, earn/interest accounts, staking, liquidity pools, farming, mining, borrowings, gaming, etc).
3. All CSV/Spreadsheet file exports from your exchanges and wallets revealing all your trades, deposits and withdrawals up to today (or 30 June if you have those holding records).
4. All read–only API Keys and Secrets for your exchanges.
   • If you require assistance with gathering data from your exchanges/wallets, such as instructions for how to get CSV Exports/Setup APIs, then please let us know.
5. If there is missing information, 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.
6. Loan and credit card statements associated with cryptocurrency investing.
7. Agreements for all new cryptocurrency-related loans taken out during the year.
8. Deductible and non-deductible percentage for cryptocurrency-related loans, if applicable.
   • If you have drawdown money on a cryptocurrency-related loan and used it for personal expenditure, we need to know.
9. A complete breakdown listing all Australian dollar (and foreign currency, if applicable) deposits and withdrawal to exchanges for cryptocurrency purposes.
10. The amount of Australian dollars (and foreign currency, if applicable) held on exchanges today (or 30 June if you have an exact record).
11. A complete list of transactions where cryptocurrency has been used for non-investing purposes. Such as using cryptocurrency for:
    • Personal expenditure.
    • Donations.
    • Gifts.
12. Records of anything else related to cryptocurrency that we need to know. For example:
    • Hardware wallet costs.
    • Mining/Staking costs.
    • Trading subscriptions.
    • Trading advice fees.
13. Records of any tax deductible expenditure. If you are unsure if something is tax deductible, then include it and we can determine tax treatment.

Other

1. Where business/ SMSF is involved, refer here:
   • Business tax return instructions.
   • SMSF tax return instructions.
2. Any other information that you believe will provide us with a more complete understanding of your tax affairs

You may provide this information by email, or alternatively you can upload to our secure client account facility. If you would like to use the client account facility, then please let us know and we will arrange for a team member to setup your account.