PROMOTIONS 

BUSINESS AND SELF MANAGED SUPERANNUATION

Terms and Conditions:

Includes Sole Proprietors, Partnerships, Companies, Trading Trusts and SMSFs. 

Availability:

  • First Consultation limited to 30km radius from Yarrabilba, QLD, Australia. 

  • First Consultation outside of 30km radius will remain free of charge, with a mileage charge applied @ $0.66 on mileage exceeding 30km, return journey. 

  • Complimentary first BAS will apply to client provided and complete accounting data within an accounting software package. 

  • Stimulus eligibility review will entail a retrospective analysis of potential eligibility for Cash Flow bonus and Job Keeper stimulus back to 12 March 2020. Where anomalies are identified this may entail a discretionary review to the ATO and / or a claim on existing accountants professional indemnity (in cases ATO deems eligibility application is void). 

  • Price match of accounting fees applies to where existing accountant is qualified, professionally registered, tax agent registered and domiciled in Australia. In these circumstances price match will be on a like for like service standard. 

See Business Accounting and Taxation packages for details of alternative all inclusive packages and discounts.

Exclusions:

  • Building and construction entities with turnover > $995K and / or > 15 employees / contractors.

  • Entities with accumulated outstanding accounting fees and / or outstanding accrued ATO obligations. 

  • Excludes Audit costs pertaining to regulatory authorities for relevant industries and SMSF unless otherwise stated. E.g. Gold and Platinum SMSF packages. 

CAPACITY EXHAUSTED

     Until 2021 FY

 
 
 
 

CAPACITY EXHAUSTED

     Until 2021 FY

 
 
 
 

INDIVIDUAL TAXATION RETURNS

CAPACITY EXHAUSTED

     Until 2021 FY

 

Terms and Conditions:

  

  • Maximum refund guarantee is confined to application of the Income Tax Assessment Act (ITAA 1997) and subsequent amendments as well as substantiation of earnings and deductibility in reference there too. 

  • Stimulus eligibility review will entail a retrospective analysis of potential eligibility back to 12 March 2020 only with reference to Superannuation release and Job Keeper access and eligibility where earnings in the relevant period declined below $750 per week.

  • Tax Return base rate is based on a standard weekday tax return inclusive of GST. 

  • Non Standard tax return items inclusive of but not limited to Capital Gain returns, Derivatives, Managed Investment portfolios and Complex Share Portfolios will incur add ons. 

 

PROPERTY MANAGEMENT

INCLUSIVE OF COMPLIMENTARY EOFY TAX

Terms and Conditions:

 

Existing Agency Fees match + Complimentary year-end Tax Services

 

  • For individual investment owner(s) or director(s) of a corporate entity only.

  • Our fixed price for service and calculation is based on tailoring a comparable service offering to your existing property agent and management services.

  • When there may be divergences, we will work with you to come to an amicable fee arrangement and service offering.

 

An Example:

Existing Property Agent fees =                                        7.75% of gross rental income.

Gross Rental Income =                                                     $500 pw x 52 weeks = $26,000

Total Property Agent Fees =                                            $26,000 x 7.75% = $2,015.00

Existing Tax Agent Fees =                                                 $220.00 (Est. single and one rental property) 

Total Existing Fees =                                                          $2,015 + $220 = $2,235.00

 

GYEA Property Mgmt fee =                                           $2,015.00

Saving =                                                                               11% 

 

 

© Gen Y Enterprises Pty Ltd ​

ABN: 58 167 159 364

Liability limited by a scheme approved under Professional Standards Legislation.