• Kira More Pty Ltd ABN 63 772 537 284 is a CPA Practice.

  • Click here to read or download our General Terms of Engagement

  • All prices referred to in this website are quoted net of GST.

  • © Kira More Pty Ltd 2019

Private Wealth

This category refers to clients that has private investments in their own name or family trusts.  For Self-Managed Superannuation Fund services, please see our SMSFs section.

 

We have provided examples below to give you a feel of our fee structure.  All packages include an Annual Meeting that is intended to give more focus and structure on strategic and longer term planning matters. 

 

There will be times where you will need advice on an adhoc basis and we encourage you to speak to us at anytime. If the advice requires more in-depth work and cannot be covered under the service packages, we can discuss the scope and fees for the adhoc work.

Basic

Example - You have just started out investing.  You have an investment property and/or a share portfolio of up to 10 holdings.  Your investment property is handled by an agent and your share portfolio is on a platform that provide adequate record-keeping.  You do not need much support in making decisions throughout the year.  Having an Annual Meeting is adequate.

QUARTERLY $NIL

Lodge your quarterly tax obligations with the ATO, if required.

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plus

POST FINANCIAL YEAR-END $1,500

All work related to the full year financial statements and tax-returns.

Regular

Example - You or your investment entity has 2 investment properties or a share portfolio of up to 20 holdings.  You would like to have adequate support and need 2 to 3 meetings in a year to discuss your thoughts or decisions that you may have on your investments.  One of these meetings is scheduled just before financial year-end for year-end planning matters and another, after the year-end work is done.

QUARTERLY $325 - $450

-Update your books for the quarter.

-Lodge your quarterly tax obligations with the ATO, if required.

-Quarterly meeting with you.

plus

POST FINANCIAL YEAR-END $1,200

All work related to the full year financial statements and tax-returns.

Complex

Example - You or your investment entity has a portfolio of 2 - 6 investment properties or a share portfolio of more than 20 holdings.  Or, you do not have a large holding but have a relatively large number of transactions during the year.  You require more contact and support throughout the year.  At least one meeting every quarter is required.

QUARTERLY  $450 and above

-Update your books for the quarter.

-Lodge your quarterly tax obligations with the ATO, if required.

-Quarterly meeting with you.

plus

POST FINANCIAL YEAR-END $1,200

All work related to the full year financial statements and tax-returns.