Fees & Terms

Our Ideal Client

Whilst you may be searching for more than just your typical accountant, we too have a criteria in assessing clients. For the relationship to work, we are looking for the following attributes:

  • Like minded people with financial goals who are taking action.
  • Clients who have organised their financial affairs by way of an accounting package or spreadsheet rather than a ‘shoebox’ of receipts.
  • Information provided to us that is accurate and on a timely basis when requested.
  • Clients who believe their accountant will help contribute in achieving their goals.
  • Clients that adhere to our terms of engagement.

Our Fees

We charge our time on an hourly basis at 10 minute intervals. Our fees vary depending on who is undertaking the work but as a guide, they are as follows:

Partner
$308 per hour
Senior Accountant
$155 - $220 per hour
Junior Accountant
$100 - $140 per hour

Please note these rates are inclusive of GST.

As you can appreciate, our time is money and therefore it is firm policy to invoice you for the initial meeting. An initial consultation will be charged at $330 (including GST) for the first hour and then standard charge rates will apply after that.

Invoices will be issued at the completion of work however if delays are experienced due to waiting on information or queries, an interim bill will be issued at the end of the month when the time cost has reached $500.

Before any work is undertaken, we are able to provide you with a quote if required.

Our payment terms are strictly 7 days and we accept cheques or EFT.

Office Hours

Our office is open Monday to Friday 8am - 5pm

Privacy Statement

The information will be strictly used by M.J. Unwin & Associates Pty Ltd for review purposes only. We ensure that your personal information will not be disclosed to other parties and we will take all reasonable precautions to keep the information secure and protect it from loss, misuse or alteration.

Our firm abides by the professional ethical standards set out by The Institute of Chartered Accountants of Australia.

Your Personal Information

(please note that all fields in this section are required to be completed )

Personal Balance Sheet

 
Description Asset Liability
Family Home
Investment Properties
How many investment properties do you own
Shares and managed funds
Superannuation
Total Bank Accounts
Motor Vehicles
Credit Cards
Other

Questions and Answers


    Our e-mail address is admin@mjua.com.au