Taxation services

28 November 2023

The time stated is the threshold for the given category of standard return, or standard review. Any additional time required will be charged at $363 per hour (pro-rata).

Tax returns Fee
Individual tax return (including for the beneficiary of a trust)

$385 per standard return
(1.1hours)

Deceased estate or trust tax return (other than for a life interest trust)

$495 per standard return
(1.3 hours)

Life interest trust tax return

$611 per standard return
(2 hours)

Date of death tax return

$726 per standard return
(2 hours)

Deceased estate or trust final tax return

$907.50 per standard return
(3 hours)

Tax reviews Fee
Final tax review for a deceased estate or trust

$726 per standard review
(2 hours)

Automated tax review for a deceased estate, trust, power of attorney, and represented person / client with assets valued at:
  • Less than $10,000
  • Between $10,000 and $20,000 inclusive
  • Greater than $20,000

 

 

 

Free
$69 per review
$116 per review

Tax review (other than those stated above)

$286 per review

General accounting services Fee
Instalment activity statement (IAS) return

$217.80 per instalment activity statement

Franking credits refund

$69 per application

BAS return

$616 per business activity statement

*The taxation preliminary advice service fee for these clients/estates includes a lost superannuation search and a request for the provision, followed by a review, of all available information held by the Australian Taxation Office.

Specialised services Fee
Capital gains reconstruction

$363 per hour (minimum one hour, and pro-rata thereafter at half-hour intervals)

Taxation preliminary advice service
  • Financial Administration clients and Deceased Estate Administration. Includes a lost superannuation search and a request for the provision, followed by a review, of all available information held by the Australian Taxation Office.
  • All other clients/estates

 

 

$275 per advice

 

 

 

 

$217.80 per advice

Account by administrator preparation

$726 per document

Other taxation services Fee
Automated imputation credit refund application For deceased estates, trusts, powers of attorney, and represented persons’ affairs administered by State Trustees.

$69 per application

Taxation services not otherwise stated

$363 per hour

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023