Tax Return

Tax Return
End of Financial Year Returns for:

Individuals | Company | Trusts | Partnerships

  • Preparation and lodgement of income tax returns
  • Expert income tax advice
  • Assistance with ATO investigations and disputes
  • Applications for ATO Private Binding Rulings

To get the best possible outcome from your end of financial year tax return you would have over the course of the year strategised your earnings and expenses so there are no surprises come Tax Time and you are aware of your net position well in advance.

In order to do so, you would need to periodically confer with your trusted bookkeeper/ accountant/ tax advisor/ business advisor.

Our clients have invested with us on a long term basis. We are thus able to better understand their business and personal affairs and advise them the optimum combination of deductions and expenses to maximise their net Tax position.

These solutions can only be delivered by a Personal Accountant who consistently assists you in your budgeting, record keeping and reporting over the financial year. So come year end, your file is already ready with all supporting claims.

How would I benefit as a:
Salary & Wage earner

Most individuals earning a Salary/ Wage are under the impression that big-ticket deductions are not available to them and end up missing on thousands in potential VALID deductions.

Remember, pennies make the pound. Our clients are pleasantly surprised when we uncover expenses that they overlooked and suggested potential claims for the future by simple record keeping and diarising personal and work expenditure.

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Investor in Rental Properties

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Investor Shares and Managed Portfolios

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Contractor or Sole Trader

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Truck Driver

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Fly in Fly Out (FIFO) Worker

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Foreign Income recipient

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Subject to Capital Gains Tax (CGT)

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