The choice is yours. This is what we believe!

We’ve put together the following standard packages for Individual clients and small businesses with Sole Trader Structure. The packages include all the services, excluding payroll services, for clients to comply with their taxation and GST requirements.

You may choose your package based on your needs and budget and can upgrade your package during the year. You can also purchase services on their own in higher packages if this is what you want. For example, if you are considering “Gold Package” which is the most popular package, we can still do “End of the Year Taxation Planning” and recommend you strategies to minimise your tax. 

With these packages and having our ongoing support during the year, you may not need services of external bookkeepers except for your payroll services. Alternatively, we can train you how to take care of it yourself if you want to do it yourself. Don’t worry. We’re here to support you fully during the year. Of course, we can take care of your payroll too if you like. The choice is absolutely yours. We’re here to support you.

Consider Choosing Your Package Based on Your Needs and Budget

BRONZE

Ideal for clients with no employees and not registered for GST.

Extra services provided by our sister company:

1- Financial health check of your home/commercial loans

  • Annual tax return
  • Your partner's annual tax return (if any)
  • Up to 1 face to face/online meeting per year
  • Up to 4 general tax queries per year over the phone
  • Regular updates and reminders-email/text
  • Exclusive invitation to our informative events

SILVER

Ideal for clients with no employees but registered for GST.

Extra services provided by our sister company:

1- Financial health check of your home/commercial loans

  • Cloud accounting subscription - MYOB, Sage or Xero software
  • Unlimited MYOB, Sage or Xero support
  • Up to 6 general tax and business queries over the phone
  • BAS/IAS review and lodgement
  • Preparation of full financial statements
  • Annual tax return
  • Your partner's annual tax return (if any)
  • Up to 4 face to face/online meetings
  • Regular updates and reminders-email/text
  • Exclusive invitation to our informative events

GOLD – MOST POPULAR

Ideal for clients with employees and registered for GST.

Extra services provided by our sister company:

1- Financial health check of your home/commercial loans

  • Cloud accounting subscription - MYOB, Sage or Xero software
  • Unlimited MYOB, Sage or Xero support
  • Up to 10 general tax and business queries over the phone
  • BAS/IAS review and lodgement
  • Quarterly superannuation processing
  • Annual payroll reconciliation and reporting
  • Preparation of full financial statements
  • Annual tax return
  • Your partner's annual tax return (if any)
  • Up to 4 face to face/online meetings
  • Annual work cover report
  • Regular updates and reminders-email/text
  • Exclusive invitation to our informative events

PLATINUM

Ideal for clients who would like to have piece of mind and full support during the year.

Extra services provided by our sister companies:

1- Financial health check of your home/commercial loans

2- Review of your financial position and investment recommendation

  • Cloud accounting subscription - MYOB, Sage or Xero software
  • Unlimited MYOB, Sage or Xero support
  • Unlimited general tax and business queries over the phone
  • BAS/IAS review and lodgement
  • Quarterly superannuation processing
  • Annual payroll reconciliation and reporting
  • Preparation of full financial statements
  • Annual tax return
  • Your partner's annual tax return (if any)
  • Up to 5 face to face/online meetings
  • Annual work cover report
  • Regular updates and reminders-email/text
  • Exclusive invitation to our informative events
  • VIP after hours phone/online meetings
  • VIP parking spot when visiting us
  • VIP express posts mailing
  • Year end annual tax planning
  • Tax minimisation strategies and recommendations

5 Steps to sign up with us and enjoy our services and support.

Step 1- Completion of “New Client” form: We need some info about you to evaluate your needs and requirements;

Step 2- First COMPLIMENTARY meeting: Having a 30 minute face to face/online meeting to get to know each other more;

Step 3- Receiving our quotes: Giving you a quote for all packages to choose one based on your needs and budget;

Step 4- Signing agreement: Once you’ve accepted our quote, we prepare our agreement and send it to you for signing;

Step 5- Joining Countax Family: We will send you our welcome pack and start our long lasting business relationship. 

 

 

We’ve made it so easy for you.

 

 

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