Frequently Asked Questions
Why should a customer hire you over another service provider?
My service is very personalised, as I work for myself. I like to look after my clients and are interested in their business. There is no middle man, clients have my direct contact details. Having been a partner previously in an Accounting firm and a financial planner, I have many years of experience
What experience, skills, qualifications or training do you have to make you the right person for the job?
I have worked in an accounting firm since leaving school, from Junior receptionist, to Partner and Financial Planner. I hold a Bachelor of Business Degree with Accounting Major, Advanced Diploma of Business Accounting, RG146 Compliant, SMSF Specialist, Level 3 Office Administration and Financial Ski
Is there a particular aspect of your trade or industry that you specialise in?
I specialise in Self Managed Superannuation Funds (SMSF) compliance, although all services are available. SMSF are an amazing vehicle should people/families/friends wish to manage their own superannuation. Having the ability to combine up to 4 members in one fund offers exciting opportunities
How do you normally charge for your service?
My services are invoiced at the end of the job. Currently as a base, my fees start from $99 for a basic Individual Return, plus $50 per rental property or business schedule. $300 for Partnership, $750 for a Company, $750 for a Trust and $1450 for a Self Managed Super Fund.
What makes your pricing competitive?
Lower overheads. Not having to account for all time to an employer to cover their costs. Having years of experience and knowledge assists with completing the job in a timely manner.
How can a customer save money before you start the work? Please give 3 tips
The more organised the client is, the less the fees. However I will give you tools and ideas to assist you with this once you are on board.
What are the typical things that you need to know before you can provide a quote to a customer?
The first thing I require is your email address. I have systems in place and checklists to assist you with everything else required.
What do you like most about your job?
To assist with reducing the STRESS of taxation compliance from clients and to look to achieve the maximum return as possible.