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Heaney Business Group

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Rental Schedule

If you have more than one (1) rental property, please make a note when booking this appointment.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Phone Appointment (Individual with a Rental)

Meeting to Discuss Tax/Drop Off Docs

You are being invited to a scheduled Zoom meeting.

Topic: Gemma Heaney's Personal Meeting Room

Join Zoom Meeting
https://us04web.zoom.us/j/2175556784pwd=UzVKRDF5am9NS2g3YUZDN2R4QVpmZz09

Meeting ID: 217 555 6784
Passcode: 453086


New Client Zoom Meeting

Heaney Business Group can help you wind up a new Self-Managed Superannuation Fund as we are authorised SMSF advisers!

Our accounting services include:
- Winding up a SMSF 
- SMSF administration 
- SMSF borrowing 
- Purchasing a property through your fund 
- Detailed investment reports 
- Binding death benefit nominations 

Contact us today for a quote.

I am interested in winding up a SMSF

Discovery Phone Call - New Client

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Phone Appointment (Couple Tax Return)

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Rental Schedules

If you have more than one (1) rental property, please make a note when booking this appointment.

Each rental property is an additional cost of $110.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Individual with Multiple Rentals)

Your appointment may include:
•	Declaration of Income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Rental Schedule

If you have more than one (1) rental property, please make a note when booking this appointment.

Each rental property is an additional cost of $110.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Couple with Multiple Rentals)

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Rental Schedule

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Individual with a Rental)

Income Tax Return (Individual Basic Tax Return)

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Business Schedule
•	Reconcile Income & Expenses

Please note this is for Sole Traders with an ABN and do not charge GST.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Sole Trader)

Heaney Business Group can help you setup a new Self-Managed Superannuation Fund as we are authorised SMSF advisers!

Our accounting services include:
- Establishing a SMSF 
- SMSF administration 
- SMSF borrowing 
- Purchasing a property through your fund 
- Detailed investment reports 
- Binding death benefit nominations 

Should you move forward with a setup of an SMSF your meeting fee will be deducted.

I am interested in setting up a SMSF

We can help you manage all your taxation needs, including for example:
• Preparation and lodgement of income tax returns 
• Review your current and future taxation position 
• Business Activity Statement Preparation 
• Fringe benefits tax return 
• Capital gains tax 
• Tax effective business structuring 



Meeting to Discuss/Drop Off EOFY Business Docs

Heaney Business Group can help setup a new business in the correct structure and provide structure advice or assist in the purchase of an existing business. 

If you are to proceed with a business setup, this amount will be deducted from the setup cost.

I'm looking to set up a Business

Looking to switch accountants to manage your financial affairs? Heaney Business Group is here to help.

Book today for a free 60 minute business consultation with our Director, Gemma.

Heaney Business Group - building healthy relationships for life!

I'm a new client and would like to meet you

Client Meeting

Your appointment may include:
•	Declaration of Income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Business Schedule
•	Reconcile Income & Expenses

Please note this is for Sole Traders with an ABN and do not charge GST.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Couple with a Business)

Income Tax Return (Couple Basic Tax Returns)

HBG can help provide the reassurance that your business is operating smoothly and efficiently - or point you in the right direction to make this happen.

With our Business Health Check, we'll review your insurance, legal/HR, succession, accounting processes, finance, and any investments you may have.

Heaney Business Group - building healthy relationships for life!


Business Health Check

Phone Appointment (Individual Tax Return)

Are you having issues with Xero?

Do you need some extra training or are looking to setup your business with Xero?

Book an appointment with us today or contact us for a quote!

Xero Training / Setup

Meeting with Gemma Heaney to go through Tax Estimates 

Cost for this service: TBA


Tax Planning

Your appointment may include:
•	Multiple years 
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes

Each additional tax return will be an additional cost of $165.

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Multiple Individual Basic Tax Returns)

Please select this option if you would like an accountant to call you at a specific time, rather than coming in for an appointment. 

Client Meeting Phone Appointment

I'm an existing client and would like to come see you

Hire of Boardroom at 
Unit 7, 12 Belgravia Terrace,
Rockingham WA 6168

Available features at disposal:
- Internet access
- Access to kitchen and bathroom amenities
- Whiteboard
- TV

Boardroom Hire

Your appointment may include:
•	Declaration of Income
•	Health Insurance
•	Deductions
•	Investments/Shares
•	Dividends
•	Employee Share Schemes
•	Prepare Rental Schedule

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Income Tax Return (Couple with a Rental)

The option to have a quick 30 minute meeting if you don't think you need much time.

Your appointment may include:
•	Declaration of income
•	Health Insurance
•	Deductions
•	Investments/Shares

As a CPA Practice, you can be confident of the accuracy and quality of your tax return.

*Please note that additional charges may apply where extra work is requested.

Heaney Business Group

Heaney Business Group

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