Personal Tax

Whether you are simply too busy to lodge your own tax return or if you have complex personal tax matters, our team leaves no stone unturned when completing your tax return. By understanding your financial position and long term objectives, we can apply the relevant provisions to ensure your tax liability is optimised. Our checklists, processes, and peer review gives you peace of mind we’ve delivered the best possible outcome.

Some of the areas that we can help are:

  • Personal tax returns
  • Business schedules
  • Transitioning from employee to self-employment
  • Capturing all the allowable deductions for rental properties
  • The right way to invest in property deals
  • Making sure you get the most out of share investing
  • Capital gains tax on sale of assets
  • Estate planning
  • Retirement planning
  • Travel allowances, rebates, and other offsets