Individual Services

Income Tax Returns

We know there’s more to life than filling in forms or poring over spreadsheets. That’s why we make tax returns as fast, convenient and easy to understand for you as possible, so you can get on with enjoying your life.

Below is an example of some of the services we offer for individuals:

Individual tax returns for:

  • Employees
  • Share Investors
  • Motor vehicle expense claims
  • Rental property investors
  • Business Income for sole traders
  • Capital gains
  • Contractors
  • Late or multiple year Tax Returns

Once you’re happy with your tax return, you can pay for your tax preparation straight away or for added convenience, choose to have the fee deducted from your tax refund and the remainder deposited directly into your bank account. Remember, fees are tax-deductible so you can claim for them next year.

Tax Planning & Investment Tax Advice

Through our extensive consultation process, we’ll develop a clear plan for implementing structures that will minimise your overall tax position and provide asset protection. This is particularly beneficial in situations where there are changes in personal circumstances (eg. marriage, retirement etc), you are projected to receive a large taxable income or when planning to invest in real estate, shares or in a business.

Maybe you would like the most tax effective way to receive your salary. Depending on where you work and the benefits you would like to receive you could make substantial tax savings by the correct salary package structure.

Self Managed Superannuation (SMSF) Advice, Accounting & Compliance

Running your own super fund offers you the freedom to determine where you want your super to be invested. However, setting up and managing your own super fund can be tricky and time consuming if you are not familiar with the required paperwork, reporting and compliance.

We can set up and manage your SMSF for you and also provide you with strategies to help you maximise your super and minimise your tax burden.

Services we offer include:

  • Establishment of Self Managed Superannuation Funds
  • Completion of Information for the Insurance and Superannuation Commissions
  • Superannuation Audits
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefits
  • Advice on Employer obligations

To find out how we can help you, phone us on 03 9379 8155 or click here to book a consultation.