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EverRise Wealth Packages
EverRise Wealth Foundation Package
169$Every month+$169 Initial set up feeThis package focuses on accurate financial reporting, tax compliance, and essential structural setup—providing clarity, consistency, and confidence in your financial position.Â- Prices start from $169/month, and will cover essentials:
- Quarterly bookkeeping & reconciliations
- Quarterly BAS & IAS lodgements
- Income tax return & financial statements
- Xero subscription, Phone & email support
- Compliance Administration and Reminder
- Please note: scope and fees may vary for complex structures
- Best Value
EverRise Wealth Signature Package
269$Every month+$269 Initial set up feeThis package integrates proactive tax planning, entity optimisation, and ongoing advisory support to improve efficiency while maintaining full regulatory alignment.Â- Prices start from $269/month, and will cover full services:
- Quarterly bookkeeping & reconciliations
- Quarterly BAS & IAS lodgements
- Payroll processing & STP lodgement
- FBT preparation & Lodgement
- Company tax return & financial statements
- Xero subscription, priority Phone & email support
- Accounts payable & receivable reporting
- up to 2 family members individual tax returns
- Compliance Administration and Reminder
- Strategic tax planning to support your next stage of growth
- Please note: scope and fees may vary for complex structures
EverRise Wealth Sovereign Package
999$Every month+$999 Initial set up feeThis package offers comprehensive oversight across tax compliance, structural governance, risk management, and long-term tax planning—supporting clients require discretion, depth, and full control.Â- This service is offered on an invitation or assessment basis
- Whole-of-group tax and accounting oversight
- Complex entity structuring and governance support
- Advanced tax planning and risk management
- Group-level compliance coordination and lodgement oversight
- Family group and related-entity tax advisory
- Ongoing strategic advisory and technical support
- Priority access and dedicated advisory contact
- Please note: scope and fees may vary for complex structures
Tax returns only & other services
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