Plans
At HelloLedger, we offer flexible and scalable plans to meet your business needs—whether you're just getting started, ready to grow, or looking
to take things to the next level. ​
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Our plans are designed to simplify your accounting, streamline tax compliance
and boost business performance.
From accounting and tax to business advice to SMSF services, find the plan that works for you. ​Choose your focus and explore our plans below.
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Need More?
Customise Your Plan​​
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We know every business is unique.
That’s why our plans come with optional add-ons and upgrades to give you
even more flexibility and support when you need it.​
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Build the plan that fits your business—simply choose a base plan and add what you need.
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Accounting & Tax Plans
"Get your basics covered."
Everything you need to keep your business organised and compliant—no fuss, just the essentials.
Gives you the essentials for keeping finances in order.
"Step up your game."
Take control of your business with deeper insights, better planning, and a clear path to growth.
More support with budgeting and planning to help you grow.
"Fast-track your success."
Boost your business with tailored strategies, detailed reports, and expert support to push you to the next level.
Full support with real-time financial insights for serious growth.
Foundations $497 per month OR
$4970 annual (2 months free)
Get organised
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Xero configuration to make sure your running smoothly.
Save time
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Monthly bank reconciliation for accurate records.
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Financial reports for better decision-making by 20th of each month.
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Query responses within 72 hours to keep you moving.
Gain clarity
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Monthly reporting with KPIs, balance sheet, cash flow and management report
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Quarterly review call to stay aligned and on track.
Plan and grow
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Self-guided strategic planning to maintain focus.
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Access to 8 week cash flow self-guided analysis to strengthen your cash management.
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Year-end business, tax, and budgeting advice for smooth closure.
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Annual financial statements and tax return to ensure compliance.​​​
Business Advice Plans
Pathway
“Chart your path to success.”
At your own pace gain the knowledge and tools to build a strong financial foundation and set a clear course toward business success.
For people who want to work at their own pace and set goals.
Navigator
"Build a foundation for success."
We’ll help you establish a strong financial base, optimise your cash flow, and create a clear path toward long-term business success.
For those who want regular advice each month to keep on track.
Mastermind
"Accelerate your journey to success."
You’ll gain expert insights, join a high-level mastermind, and implement strategies that fast-track your business to greater profits and lasting success.
For fast-growing businesses that want top-level advice and support.
Pathway $197 per month OR
$1970 annual (2 months free)
Gain Clarity and Direction
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Self-paced modules guide you through setting clear goals and defining a growth plan, and chart your path to success.
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Self-Guided Action Plan: Apply what you’ve learned with structured steps at the end of each module to keep you moving forward.
Achieve Faster Results
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Progress Tracking Checklists: Use self-check tools to assess your progress and stay aligned with your goals.
Improve Efficiency and Operations
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Monthly reporting with KPIs, balance sheet, cash flow and management report
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Quarterly review call to stay aligned and on track.
SMSF Plans
Core
“Simplify and stay compliant.”
Get the essentials to manage a simple and compliant SMSF, including annual financial statements, tax returns, and regular compliance reviews.
Perfect for individuals with straightforward SMSFs focused on standard investments like cash and shares.
Progress
“Grow your SMSF with confidence.”
Designed for growing SMSFs, this package supports property investments, managed funds, and pension accounts while ensuring compliance and flexibility.
Ideal for SMSF holders with diverse investments and pensions, looking to expand their portfolio and maximise growth opportunities
Summit
"Take your SMSF to the next level."
Comprehensive services for complex portfolios, covering non-standard assets, multiple properties, pensions, restructures, and borrowing arrangements.
Best for experienced investors managing complex SMSF portfolios and seeking advanced strategies and flexibility.
Core $110 per month OR
$1320 annual
Stay Organised
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Access the HelloLedger App, including HelloLedger Pulse 💓, your exclusive source for important SMSF updates, crucial deadlines, and compliance reminders. You’ll also gain access to a library of checklists and essential guides designed to help you stay on top of your SMSF responsibilities and ensure compliance from day one​
Annual Financial Statements and Tax Returns
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​Keep your SMSF compliant with essential administration.​
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Regular Compliance Reviews
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Maintain peace of mind knowing your Fund meets regulatory requirements.
Add-on flexibility
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Tailor your SMSF services with optional add-ons, including audit coordination to ensure your fund meets regulatory requirements. Whether you need additional compliance checks, specific asset support, or extra reporting services, you can customise your package to suit your SMSF needs as they evolve.