Accounting for Individuals

We aim to understand your affairs, needs and tailor practical tax solutions to minimise your tax obligations. We can help you save time and stay in control of your taxation and accounting needs.

We offer fast and accurate Individual Tax Return preparation and lodgement covering the following areas:

• Business Income for Sole Traders
• Rental Property Investors
• Contractors
• Investment Strategy for Pensioners
• Share Portfolios
• Capital Gains/Losses
• Deceased Estates
• Late or Multiple year Tax Returns
• Amendments to prior year Tax Returns

We offer a competitive & reliable service accomodating to your availability, including after hour appointments and home visits.

Helpful Hints for Tax Time

Keep a record of the following applicable to you

• Payment Summaries/Group Certificates
• Centrelink Statements
• Bank Interest Received
• Trust/Managed Funds Annual Statement
• Partner or Spouse Assessable Income
• Foreign Income Distribution Statements
• Child Support Payments
• Share Information – Dividend Statements
• Rental Income and Expenses
• Purchase & Sale Details of Shares
• Purchase & Sale Details of Investment Property
• Private Health Fund Statements
• All Work Related Expenses Deduction Details
• Any Out of Pocket Medical Expenses
• Bank Account Details – (BSB & Account number so your refund can be credited directly into your bank account, as the Tax Office are no longer issuing cheques).

For your convenience, download our checklist and email, post, fax or drop into our office when complete. Download our Individual Tax checklist here

Other Services Offered:

We have an affiliation with a wide range of professional services covering your every need including:

• Insurance Matters
• Loan Brokerage
• Mortgage Brokerage
• Legal Affairs
• Investment Property Management
• Property Inspections
• Financial Planning