VIC MICRO PARCEL

Tax Return Fee Parcel in Melbourne for Sale.

REFERENCE: S-1002
FY2026 FEES

$56K

Completed Returns

CLIENTS

143

Individuals and property investors

CATEGORY

Micro Parcel

LOCATION

Melbourne

OVERVIEW

Low complexity with some property investor returns. A perfect opportunity for a mortgage broker or financial planning firm to add additional value from their services to these clients. 

REASONS FOR SALE

This fee parcel has become available to release some capacity for the firm so it can focus on servicing business clients. 

INVESTMENT HIGHLIGHTS

  • Stable, Recurring Fees: Predictable recurring fees from the individuals in the parcel each year with solid retention and minimum servicing needs.

  • Easy Lodgments: Consistency of lodgment cycles provides reliable annual cash flows and steady year on year fee growth.

  • Ideal Bolt-on: A low touch portfolio of clients that can be absorbed and offered additional services such as loans, leases, and financial planning solutions from a multi-service firm. 

TRANSACTION OVERVIEW

  • Structure: Fee parcel sale, full transfer of engagements and client relationships.

  • Consideration: Transaction terms subject to verification of fees and agreement.

Interested? Let’s talk.

Interested parties must conduct their own due diligence. More details available upon execution of NDA.

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