Individuals & investments

We assist with individual tax returns and help design the best tax strategy for you and your wealth goals.

Personal tax returns

Competitively priced, straightforward personal tax returns, using our cloud-based system to upload and manage all your documents. (Or, you can still submit us your hand-written documents and receipts, too.)

Taxation advisory

Have you structured your taxes in the best way to maximise your returns? Ask us how we can help.

Investments and rental property tax compliance

Rules and regulations change frequently in this space. Avoid surprises and be comfortable you’re meeting your requirements, while accessing any tax concessions or benefits for which you may be eligible.

Investment property tax analysis (for potential new investors)

Will a new investment property work in your favour, once you’ve factored in your other income streams, potential additional costs and tax implications? We can do the sums for you and provide an objective opinion.

Capital gains taxation (CGT) advice for investments

When does CGT apply? When are you exempt? How is it calculated? You give us your investment details, we can the apply the latest CGT laws to your favour.

Salary sacrifice assistance and advice, both super and non-super options

Are you salary sacrificing currently? Or considering salary sacrificing? Find out what might be possible and the difference it could make to your bottom line.

Income tax withholding variations

Need to vary the amount of tax your employer is withholding from your earnings? We can help draft your request and calculate in advance whether you should amend your withholding for the current tax year.

General advice

We can provide general guidance on tax strategy and the implications this might have on income across your earnings and asset streams.

Get in touch to find out how we can assist your business

Arrange a time to speak with us

How we help

Not sure what you need? Here are a few ways we can work with your business.

“Referrals are our main means of meeting new clients and we often end up looking after a number of people in a client’s network.”

Individuals & families | Personal tax returns

We offer competitively priced personal tax returns that can help give you peace of mind you’ve dotted your i’s and crossed your t’s. Whether you’ve sold a few shares this year, changed jobs a couple of times, or done some freelancing work on your side hustle, sometimes it’s easier to just hand over your details and let the professionals do the rest. We build relationships with our clients that last for the long-term. In many cases, we start by doing a personal tax return for one client. The next year, they bring along their spouse as well. Then, a few years later, we might be providing investment property tax analysis or reviewing salary sacrificing options so they can maximise their income, both now and into their retirement.

“Because we build long-term relationships, we encourage clients to speak to us before making major investing decisions if they want to understand potential tax implications.”

Investors | Investments and rental property tax compliance

Before buying or selling an investment property (or other investment), investors should consider their tax obligations. They also need to think about when they want to trigger a capital gains tax event. Timing can make a lot of different to returns, and we always encourage clients to speak to us if they would like to get an idea of the potential tax implications of their investments. Once a property is in a client’s portfolio, we can also advise on the range of tax deductions and offsets that may be available. We can help ensure your investments are tax compliant while assisting you to manage your tax obligations in a way that benefits you and your family.