Additional Services

Per person. Minimum charge of one and a half hours, payable in advance. 

This service includes:

Up to one hour consultation time;

Up to thirty minutes for research and writing file notes.

The final fee is based on the actual time taken to complete. 

Per person, Per certificate.

Review of income information and determination of whether the requirements of a Sophisticated 

Investors Certificate by a Qualified Accountant, as defined in s.88B of the Corporations Act are fulfilled.

Preparation of an accountant's Letter required for financing using the Institute of Public Accountants template, based on current and historical factual data. 

There will be no forecast projections of your abilities to service the loan. 

We do NOT issue Accountant's Letters unless you are an existing client. Preparation of an Accountant's Letter is required for financing, using the Institute of Public Accountants template and based on current and historical factual data. 

Assistance in completing the Notice of Intent form for you to lodge with your Superannuation fund.  

You will always receive an electronic copy of any tax documents we produce on your behalf. If you require an additional copy at any time, we reserve the right to charge per document. This fee covers our administration time. 

Please note: Your Notice of Assessment can be accessed through your MyGov account. If you do not have a MyGov account, the ATO will issue your Notice of Assessment by regular post.