Commercial property investment trust fixed fee accounting & taxation packages
Perfect set and forget compliance for your passive commercial, retail, office, or industrial investment property portfolio. Easy monthly payments helps manage cash flows and allows you to match the timing of overhead expenses to income inflows more accurately.
Packages suitable for GST registered Commercial Property Investors
Here are some preconfigured packages for common passive commercial property investment fixed trust arrangements. Please note that these packages are not suitable for trusts with mixed investments, discretionary trusts or those with actively managed properties.
Starter Pack
per month
$95
Suitable for GST registered fixed member entitlement passive property investment trusts with 1 property investment
Property Investor Annual Compliance Pack GST Registered Fixed Trust
STARTER
STARTER
Includes:
- preparation of quarterly financial accounts
- preparation and lodgment of quarterly business activity statements
- preparation of annual financial accounts
- preparation of end of year member distributions statements
- preparation of end of year rental schedule
- preparation and lodgment of annual trust income tax return
- preparation of annual financial report incorporating financial statements
Limits:
- one property per subscription
*conditions apply
Entrepreneur Pack
per month
$129
Suitable for GST registered fixed member entitlement passive property investment trusts with 2 property investments
Property Investor Annual Compliance Pack GST Registered Fixed Trust
ENTREPRENEUR
ENTREPRENEUR
Includes:
- preparation of quarterly financial accounts
- preparation and lodgment of quarterly business activity statements
- preparation of annual financial accounts
- preparation of end of year member distributions statements
- preparation of end of year rental schedules
- preparation and lodgment of annual trust income tax return
- preparation of annual financial report incorporating financial statements
Limits:
- two properties per subscription
*conditions apply
Magnate Pack
per month
$149
Suitable for GST registered fixed member entitlement passive property investment trusts with 3 property investments
Property Investor Annual Compliance Pack GST Registered Fixed Trust
MAGNATE
MAGNATE
Includes:
- preparation of quarterly financial accounts
- preparation and lodgment of quarterly business activity statements
- preparation of annual financial accounts
- preparation of end of year member distributions statements
- preparation of end of year rental schedules
- preparation and lodgment of annual trust income tax return
- preparation of annual financial report incorporating financial statements
Limits:
- three properties per subscription
*conditions apply
Mogul Pack
per month
$179
Suitable for GST registered fixed member entitlement passive property investment trusts with 4 property investments
Property Investor Annual Compliance Pack GST Registered Fixed Trust
MOGUL
MOGUL
Includes:
- preparation of quarterly financial accounts
- preparation and lodgment of quarterly business activity statements
- preparation of annual financial accounts
- preparation of end of year member distributions statements
- preparation of end of year rental schedules
- preparation and lodgment of annual trust income tax return
- preparation of annual financial report incorporating financial statements
Limits:
- four properties per subscription
*conditions apply
Tycoon Pack
per month
$195
Suitable for GST registered fixed member entitlement passive property investment trusts with 5 property investments
Property Investor Annual Compliance Pack GST Registered Fixed Trust
TYCOON
TYCOON
Includes:
- preparation of quarterly financial accounts
- preparation and lodgment of quarterly business activity statements
- preparation of annual financial accounts
- preparation of end of year member distributions statements
- preparation of end of year rental schedules
- preparation and lodgment of annual trust income tax return
- preparation of annual financial report incorporating financial statements
Limits:
- five properties per subscription
*conditions apply
Looking for a fixed fee package for your Residential Property Investment portfolio or is your GST turnover below the registration threshold? We can help – view our Residential Property Investment Trust Fixed Fee Packages.
Need Fixed Fee Accounting & Taxation services for Personal Property Investors or a Discretionery Trust? Contact us for a quote.