Chartered Accountants · Tax Agents · Mortgage Brokers

Straightforward advice,properly accounted for.

Aurum Accountants is a Newcastle practice covering individual and business tax, BAS, structuring, SMSF and bookkeeping — plus home and investment lending under Choice Aggregation.

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Welcome

Welcome to Aurum Accountants,
your tax, accounting & lending advisers.

We're a Newcastle-based practice handling individual and business tax compliance, advisory, bookkeeping and BAS agent services — with mortgage broking under Choice Aggregation, so lending decisions are assessed alongside your tax position rather than separately from it.

Clear guidance, built around your numbers.
What We Do

Our Expertise

From annual compliance to structuring and lending, every engagement is scoped around what you actually need.

01

Individuals & Investors

Salary and wage returns, rental properties, share and crypto capital gains, and sole trader income.

02

Business & Compliance

Company, partnership and trust returns, BAS lodgement and entity structuring for growing businesses.

03

Advisory & Bookkeeping

Tax advice, private ruling applications, ATO objections, audit assistance and full-service bookkeeping.

04

Mortgage Broking

Home and investment lending, refinancing and first home buyer applications, under Choice Aggregation.

05

SMSF & Superannuation

Concessional contributions, carry-forward, Division 293, LRBAs and SMSF annual compliance.

Fee Schedule · FY2027

Indicative fees, inclusive of GST

Every engagement is scoped before it starts. These are typical starting fees for typical scope — your quote is confirmed once we've seen your records.

Individuals, Investors & Sole Traders

Individual tax returnFrom $170Standard employee return — salary/wage income, standard deductions and rebates, bank interest, some dividends, managed fund statements. Includes a consultation to finalise and lodge.
Complex / extensive deductionsTime basedSelf-education expenses, sabbaticals, travel/per diems, motor vehicle logbook, relocations, or home office/home loan interest claims for employees.
Income from trusts & portfoliosTime basedWhere no tax summary is provided, or reconciliation of trust/portfolio distributions is required.
Sole traderAdd from $120Prepared from your completed business template; excludes bookkeeping or accounts re-preparation.
Annual GST returnFrom $200Prepared alongside the income tax return, from your completed GST-registered business template.
Rental property — standardFrom $80 / propertyAgent statement provided, totals recorded on the Aurum checklist. Fee may be shared between co-owners; extensive adjustments charged on time.
Capital gains — shares / cryptoFrom $8 / transactionIndividual CGT calculation; fee depends on complexity and volume. High-volume traders should obtain a tax report from suitable software.
Capital gains — investment property saleAdd from $220Based on original costs, asset register or depreciation report, using Aurum's CGT template.
Amended tax returnVariableMinor amendments to Aurum-prepared returns may be no charge; amending another agent's return is typically re-priced as new.
Quick emails, calls & incidentalsUsually no chargeRelated to completing and lodging the current return.

Businesses — Companies, Partnerships & Trusts

Company tax returnFrom $1,2901–3 employees. Prepared from reconciled Xero / QBO / MYOB — financial statements, EOFY journals, consultation & strategy review.
Partnership tax returnFrom $660Prepared from reconciled software or Aurum Excel templates; fee varies with complexity, volume and record quality.
Trust tax returnFrom $1,100Simple family trusts, investment trusts and discretionary trading trusts, from reconciled software or Aurum templates.
Establish company (Pty Ltd)$1,280One-hour structuring consultation, ASIC fees and registration pack disbursements, plus ABN / TFN / PAYG-W / GST registrations.
BAS preparation & lodgementFrom $170Varies with business size/scale and accounts preparation required. Excludes payroll services; extensive adjustments charged on time.
ABN / GST registration formsFrom $55No charge for existing clients, or when completed as part of a tax consultation.
Cash flow analysis & budgetingBy arrangementScope and fee agreed after an initial discussion.

Other Services — Advisory & Bookkeeping

Professional advisory & consultation$270 / hrAccounting and tax advice, discussions, private ruling applications, ATO objections, audit assistance.
Full-service bookkeepingBy arrangementPayroll and BAS via Xero and integrated apps, with preferred bookkeeping partners.
SMSF annual complianceFrom $1,310Financial statements, member statements, annual return and audit coordination for a corporate trustee SMSF.

These are indicative starting fees only, based on typical scope. Actual fees are confirmed at engagement and depend on complexity, volume of transactions, and quality of records provided. Rates are subject to change without notice.

About Andy Au, Director

Andy is a CPA and registered tax agent, and director of Aurum Accountants Pty Ltd — a dual-service tax, accounting and mortgage broking practice based in Newcastle. His work spans individual and business tax compliance, advisory, bookkeeping and BAS agent services, alongside mortgage broking under Choice Aggregation.

Core technical areas include Australian individual and business income tax, CGT, superannuation (concessional contributions, carry-forward, Division 293, SMSFs and LRBAs), trust and company structuring (Division 7A, franking, s100A), FBT, payroll (STP Phase 2, SG compliance) and BAS/GST — assessed alongside lending serviceability where a client's tax and finance decisions intersect.

  • B.Com, CPA
  • Tax Agent 24713660
  • Dip. Financial Planning
  • Dip. Financial Mkts & Bus. Mgmt
  • JP Justice of the Peace
  • Broker Choice Aggregation
    • Get In Touch

    Our Office

    In person at Tighes Hill, or online — tell us what you need and we'll scope it before anything is charged.

    Phone
    1800 407 795
    Email
    admin@aurumaccountants.com
    Office
    Unit 3/4 Revelation Close
    Tighes Hill NSW 2297
    Mailing
    PO Box 114
    Carrington NSW 2294
    Send an enquiry.

    Tell us a bit about what you need — we'll come back to you to scope it before anything is charged.