Your all-in-one accounting and tax package for individual property investors
What you’ll get:
• Income Tax Return - PAYG Summaries and Tax deductions / Rebate claims
• Rental Schedule - up to 2 properties
• 1 CGT (Rental Property Sale) event per year (additional CGT - Rental Property events charged separately)
• PAYG Variation form
• Tax planning
• Attendance to ATO correspondence
• Advice and Consultation (Via email)
• Access to all PTS (Positive Tax Solutions) webinars and training material
If you have more than two properties in your portfolio then these properties will be charged an additional $120/property p.a. for individuals at the time of lodging your return. This includes properties that were held for only part of the tax year.
Work that falls outside the scope of the program will be charged at a rate of $110 / half hour block and then prorated to the following year’s subscription.
All subscriptions are ongoing until cancelled by the client. If you cancel your subscription during the year, you must pay the shortfall if your tax returns have been completed.
Program Joining Fee is sum of the monthly subscription that would have been charged from July of the financial year in which a return is due. Eg if you join the program in April and returns are due in July the join fee would be 10 months or $540. The joining fee is charged up front and not repeated and is ensures a full years subscription is paid to cover the first returns.
* All prices inclusive of GST