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Invite your team members and accounting professionals any time you like.
Fees
At Reserve Wealth Financial Services, our bookkeeping and tax fees are transparent, so you always know what to expect.
Before we begin any work, we'll discuss and agree your fees with you upfront — no surprises at invoice time.
Our fee model is based on the scope of work you need, whether that's ongoing bookkeeping, a single tax return, or BAS lodgement — you only pay for the service you actually require.
Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.
How We Are Paid
We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice, so that we can freely research, recommend and implement strategies without partiality or restrictions.
Your fees will be based on your decision for us to proceed with the following:
- Creating your financial plan
- Implementing your plan
- Providing you with ongoing service
At each stage of the process, all fees will be clearly outlined and agreed with you before we proceed.
The fee charged depends on:
- The investment needed to complete the service,
- The degree of complexity and level of expertise required to complete the services,
- Any risks associated with providing the service.
Fee-only financial planners tend to cost less and deliver more
One of the most obvious cost savings is because fees are typically less than commissions.
Bookkeeping & Tax Service Fees
We agree all fees with you upfront before starting any work, so there are no surprises.
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Ongoing Bookkeeping Fee
For ongoing bookkeeping and BAS lodgement, there are no set-up fees and no exit fees. We charge a single, transparent monthly fee for keeping your books accurate and your BAS lodged on time.
| Assets Under Management | Management Fee |
|---|---|
| $0 - $499,999 | 0.95% |
| $500,000 - $999,999 | 0.85% |
| $1,000,000 - $1,999,999 | 0.75% |
| $2,000,000 - $4,999,999 | 0.65% |
| $5,000,000 - $9,999,999 | 0.55% |
| $10,000,000 or more | 0.5% |
SMSF Bookkeeping & Tax Pricing
We provide bookkeeping and tax return preparation for Self-Managed Superannuation Funds, helping trustees stay compliant and organised.
All plans cover the basics
Financial performance reports
Create performance reports and budgets. No waiting until the end of the month.
iPhone & Android apps
Do invoicing, create expense claims, and track sales and income on the go.
Get closer to your cash flow
Quotes, invoicing and the dashboard all help for an up-to-date financial snapshot.
24/7 support included
Our friendly and knowledgeable experts are always here for you.
Regular updates included
Every 3-6 weeks we release innovative new updates based on customer ideas.
Ready to start the conversation?
Request your complimentary first appointment.