Fixed-Prices

Fixed Prices – No Surprises

All standard engagements are set at an agreed fixed price.


Fixed prices mean certainty to your bottom line. The standard fee structure formula laid out below applies to long term buy-and-hold investors, and includes the preparation of financial statements and tax returns, including any related individual returns.
If you’re a large scale investor please get in touch to discuss your portfolio, for a personalised fee estimate that will not be exceeded.

What about GST?

Fees as set out below represent your total cost after accounting for GST if applicable. If you’re not registered for GST (most residential investors won’t be) the amount below is all you pay. If you’re registered (as a commercial investor, or property trader) GST is added and can then be claimed back from IRD.

Real Estate Agent Fixed Prices: From $125+GST Per Month

Most agents will be eligible for the special REA package at the base price of just $125+GST per month. If your business is really busy it could be a little more more, but the base package covers you up to 80 transaction lines and 5 commission receipts per month. This “all inclusive” service encompasses just about everything you’ll need to be able to take the admin stress away:

  • Xero subscription setup to track income and expenses
  • Code Xero transactions for you at least once a month
  • GST return compilation and filing – plus payment reminders!
  • Annual financial statements and income tax returns
  • Dealing with IRD on your behalf
  • Unlimited email support

In many cases we can even get your commission documents direct from the agency, streamlining the process even further!

Get in touch for more info or sign up now!

Investment Property Fee Calculator – Long Term Holds

First Rental - Base Annual Fee

$650 Purchase

Added charge if GST Registered

+ $150

Per Additional Property

+ $175

Added Charge for Company/LTC or Trust structure

+ $125

One-off charge per Purchase/Sale of Rental Property during year

+ $125

Please note that a rush surcharge may be added to the standard fee in the event of late provision of records (at least 9 months post-year-end). This is a deterrent, and is only applied very rarely, and only after several reminders.

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