Our Daily Service Fees

We offer a wide range of options under our Daily Service. The following table gives an overview of the different Service Levels and the monthly fees they attract. Please contact us for further clarification of the different options available to you.

Daily Service Level Breakdown

Service Level Monthly Pricing Services Provided
Silver $285/Month
including GST

See Details

  • Screen all mail and forward anything to be signed
  • Pay any expenses as and when due
  • Reconcile Banking daily (monthly for non operating accounts)
  • Review each transaction for compliance
  • Daily monitoring of contributions for compliance
  • Secure Internet access to information
  • Optional Annual GST registration and claiming of credits on behalf of fund
  • Coding information into system for up to 15 assets and up to 99 transactions
  • Generation of year end reporting
  • Lodgement of tax return
  • Lodgement of End of Year BAS/IAS
  • Arranging Audit if required

end faq
Silver Elite $330/Month
including GST

See Details

  • As for Silver plus
  • Coding information into system for up to 26 assets and up to 155 transactions – inclusive of above
  • Daily monitoring of pensions for compliance
  • Manage up to 3 current pensions streams
  • PAYG summary for pension payments
  • Process information for up to one property and up to one private unit trust OR up to two properties

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Gold $370/Month
including GST

See Details

  • As for Silver Elite plus
  • Coding information into system for up to 42 assets and up to 225 transactions – inclusive of above
  • Manage all current pensions streams
  • Process any number of properties or Unit Trusts
  • Completion and Lodgement of Quarterly BAS/IAS returns

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Platinum $432/Month
including GST

See Details

  • As for Gold plus
  • Coding information into system for up to 65 assets and up to 305 transactions – inclusive of above

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Platinum Elite $500/Month
including GST

See Details

  • As for Platinum plus
  • Coding all information for the fund
  • Monthly BAS/IAS returns if required by the ATO

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