INDIVIDUAL TAX SERVICES
taxing the hassle out of tax time
Completing your own tax return can be time consuming and sometimes stressful if you don’t fully understand the lodging process and documentation. Consulting with an expert accountant can ensure you’re getting the most out of your tax return entitlements.
On top of our business tax services and advice, we can help you get prepared for tax time by assisting with and lodging your personal income tax return.
We service many clients with investment properties and can help assist you to claim all relevant expenses. We also have experience in managed funds, capital gains tax, foreign income and more.
We’ll help you:
- Decipher your income tax obligations
- Accurately complete your tax return
- Gain advice on claiming tax deductions
- Understand and get on top of any tax owing
No two people’s finances are the same, therefore tax advice is dependent on your unique situation. Anyone who offers a blanket solution isn’t considering your individual tax needs. We can provide advice to clients with everyday tax obligations as well as those who have more complex needs. Our services also cover managing tax office reviews and investigations.
TAX PLANNING STRATEGIES
We can assist you in implementing tax planning strategies that meet ATO compliance requirements.
MANAGING YOUR FINANCES
Are you confident in your money management? Whether you have savings goals or are planning for the future, if you need some assistance in managing your finances, we’ve got the knowledge to help you set positive finance habits.
If you’re interested in investing in a rental property we’ll help you understand what’s involved in the investment process, additional costs you’ll need to consider and how this new investment will affect your tax payments.
CAPITAL GAINS (CGT)
If you sell a capital asset, such as real estate or shares, you’ll make a capital gain or a capital loss on the difference in what it cost you to buy the asset and what it sold for. CGT is part of your income tax, so you’ll need to report any gains and losses in your income tax return and pay tax on profits from selling the asset.