Fixed Fee Accounting & Taxation Packages for Property Investors


Property investment trust fixed fee accounting & taxation packages

Perfect set and forget compliance for your passive 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 Residential Property Investors or non-GST registered Commercial Property Investors

Here are some preconfigured packages for common passive 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
$39
Suitable for non-gst registered fixed member entitlement passive property investment trusts with 1 property investment
Property Investor Annual Compliance Pack Non-GST Fixed Trust
STARTER
Includes:
- 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
More info
Entrepreneur Pack
per month
$65
Suitable for non-gst registered fixed member entitlement passive property investment trusts with 2 property investments
Property Investor Annual Compliance Pack Non-GST Fixed Trust
ENTREPRENEUR
Includes:
- 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
More info
Magnate Pack
per month
$79
Suitable for non-gst registered fixed member entitlement passive property investment trusts with 3 property investments
Property Investor Annual Compliance Pack Non-GST Fixed Trust
MAGNATE
Includes:
- 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
More info
Mogul Pack
per month
$95
Suitable for non-gst registered fixed member entitlement passive property investment trusts with 4 property investments
Property Investor Annual Compliance Pack Non-GST Fixed Trust
MOGUL
Includes:
- 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
More info
Tycoon Pack
per month
$115
Suitable for non-gst registered fixed member entitlement passive property investment trusts with 5 property investments
Property Investor Annual Compliance Pack Non-GST Fixed Trust
TYCOON
Includes:
- 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
More info

 

Looking for a fixed fee package for your Commercial Property Investment portfolio – we can help – view our Commercial 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.