Personal Tax Solutions

Tax Return Preparation

Take the stress out of tax time by allowing us to process your Individual tax return. We can maximise your tax deductions to ensure the best outcome for you. If you have moved out of town or just cannot make it to a face-to-face consultation, or the COVID restrictions have hit again, we offer Zoom or phone consultations with the ability to email your tax return for an electronic signature.

Rental Properties

Rental and other related income must be included in your Income Tax return. We can help you determine which rental income is assessable, which expenses you can claim and provide guidance and assistance to make it easier to record the necessary information for future years.

To find out more visit the ATO website:
https://www.ato.gov.au/Individuals/Investments-and-assets/Residential-rental-properties/Rental-expenses-to-claim/

Capital Gains Tax Advice

Capital gains or Capital loss can be the consequence of:

• The sale or gift (or other disposal) of shares or units.
• The receipt of distributions of capital gains from managed funds.
• The receipt of non-assessable payments from companies or managed funds.
• The sale of that Rental Property.
• The sale of that block of land you have just subdivided off your home lot.

We can help you to determine the correct capital gain or loss and apply any Index or Discount applicable.

Tax Planning

Tax planning allows you to arrange your financial affairs to keep your tax to a minimum. We can help you to achieve this goal whilst in ensuing you are in line with regulations