What We Offer

We provide planning expertise that will assist you in setting up a compliant and easy-to-use Private Health Service Plan.

  • An arrangement of a health plan that includes terms and conditions relevant to your situation.

  • Assistance in the enrolment and bookkeeping with relevant government programs.

  • A training session for your bookkeeper, once the plan documents are prepared, to review the program and to orient self-administration. We assume this session is done in our offices.

  • Support by telephone for the year following the establishment of the plan to assist you in plan management.

  • A plan review after the first plan year to see how the administration is being done and to offer advice if required.

  • Simple forms for you to use (paper or electronic) to administer the health plan. The administration system will be easy to follow while creating a paper trail that supports the tax position of the plan.

  • Sample employee communication material to assist you in disseminating the plan details to all eligible employees.

  • Tax research on health plans, to assist you in evaluating your tax position and the tax fundamentals of a health plan.

No On-Going Fees

We charge a one-time fee based on the number of staff members who will be eligible for the program at the time of Plan Set Up. Currently, the fees start at $750+gst for companies with 1-2 employees. There are no ongoing admin fees or annual filing fees. We do not charge for our plan review at the end of your first plan year.

Health Plans Should Be Simple and Cost Efficient

Let's Talk About What a PHSP Could Mean for Your Business