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Our Fees
The power of synergy: when accountants, financial advisers, and your advocators come together, the value created is greater than the sum
Individuals
Business
- Business & Corporates
- Tax Returns
- Financial Planning
- Mortgage and Finance Services
Active Trading Business Package
$330 plus GST/month
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4 x Business Activity Statement (BAS)
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1 x Financial Statement
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1 x Entity Tax Return
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Up to 2 hours of tax consulting session per year (emails, phone calls, and in-person meetings)
Passive Investment Structure Package
$120 plus GST/month
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Family Trust that holds unlisted company shares: $120 +GST per month, includes Financial Statements, Tax Returns, Minutes, and Distribution Statements.
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SMSF that holds properties or shares: $260 + GST per month includes Class software, financials and tax return, SMSF reporting, 45 mins annual consulting with a qualified financial adviser.
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Note: SMSF may not be suitable for you. Chat with our financial advisor to discover alternative and more cost-effective solutions.
Hourly Rates
Hourly rates
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Partner: $550/hour
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Manager: $385/hour
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Senior: $275/hour
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Intermediate: $165/hour
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Graduates and Admin: $121/hour
Basics
$
220 plus GST
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Annual Financial Statement
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Tax Return
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Telephone and Email Support is on Hourly Basis
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Each Investment Item: $143 (e.g., each investment property, share trading activities, CGT events)
Business Schedule for Sole Traders
$
220 plus GST
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BAS Lodgement - each $330 + GST
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Telephone and Email Support is on Hourly Basis
Speak to a Qualified Adviser
Hourly Rate
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Partner: $550/hour
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Manager: $385/hour
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Senior: $275/hour
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Intermediate: $165/hour
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Graduates and Admin: $121/hour
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What's included?
A 15-minute phone call with a qualified tax accountant (CPA or CA) for your current tax return and future tax planning. Preparation and lodgement of your tax return. -
What's not included?
Training on tax knowledge, calculation and comparison of what-ifs, weighing pros and cons. These can be engaged separately with a quoted fee.
Statement of Advice (SOA)
Find out our fees in the first complimentary 15-minute phone consultation
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15 Mins Discovery Briefing Initial Advice ‐ Preparation & Presentation of Statement of Advice ( SOA )
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Discovery Meeting - Fees will be Deducted from Our Advice Fees Initial Advice -Preparation & Presentation of Statement of Advice ( SOA )
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Note: We quote upfront with full transparency. The benefits and returns from our strategies are guaranteed to outweigh the cost.
Implement Financial Advice
Fixed One-off fee (GST incl
)
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Insurance Needs
Lifestyle / Family / Assets Protection Liaison with Insurance Provider -
Superannuation Strategies
Super Related Tax Saving Strategies Access Super to Buy Your First Understand Your Super & Charges Nominated Benefits Distribution Steady Income Stream How to Retire Comfortably Financial Projection -
Investing & Debt Repayment
Debt Related Tax Saving Planning How to Buy Your First Home Faster How to Pay Off My Mortgages Faster How to Fund My Children How to Make Money with Excess How to Invest Professionally Early Retirement Nominated Assets Distribution Financial Projection -
Note: We quote upfront with full transparency. The benefits and returns from our strategies are guaranteed to outweigh the cost.
Ongoing Financial Advice
Fixed monthly fee + a percentage of the managed assets (GST incl
)
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Resources
Unlimited Access to Knowledge Centre Access to Webinars & Newsletters Access to Adviser When You Need Money Management App Property Valuation Estimate Guides Per Year -
Review
Annual Review with Goals Alignment -
Reporting Frequency
Live Reporting -
Access to all Ideas Group Partners
Liaison with All Professional Advisers incl. Accountant , Broker, Lawyer -
Note: We quote upfront with full transparency. The benefits and returns from our strategies are guaranteed to outweigh the cost.
Home Loan
Complimentary home loan comparison services for Ideas Group clients
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Use our complimentary Loan Calculator to compare your home loan options
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Use our complimentary Maximum Borrowing Calculator to assess your borrowing power
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Talk to our professional advisor to complete a detailed assessment.
Vehicle Finance
Complimentary car loan comparison services for Ideas Group clients
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Use our complimentary Loan Calculator to compare your home loan options
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Use our complimentary Maximum Borrowing Calculator to assess your borrowing power
Business Finance
Complimentary business loan comparison for Ideas Group clients
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Use our complimentary Loan Calculator to compare your home loan options
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Use our complimentary Maximum Borrowing Calculator to assess your borrowing power
Three Secure Online Payment Options
ELECTRONIC FUNDS TRANSFER
Pay your invoice online with our bank-transfer payment option. Transfer funds directly from your bank with no additional fees. TAX INVOICE
CREDIT CARD ONE TIME CHARGE
Pay your invoice online with our credit card payment option. Credit Card surcharge of 1.5% will be applied to all credit card transactions. PAY NOW
PAYMENT PLAN 12 MONTHLY PAYMENTS
QuickFee offers an easy, no-hassle way for you to spread the cost of your invoice(s) totaling $1,000 or more up to 12 monthly payments* PAY NOW
PAYMENT PLAN 4 MONTHS INTEREST FREE PAYMENT
QuickFee offers an easy, no-hassle way for you to spread the cost of your invoice(s) totaling $1,000 or more up to 4 months interest free payments* PAY NOW
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