Taxation Services

Individual Tax

• Income Tax Returns: Preparation and lodgement of personal income tax returns with the ATO, including all eligible deductions, offsets and income sources such as salaries, investments, rentals or side hustles.
• Tax Planning: Personalised strategies to forecast tax liabilities, including advice on superannuation contributions, capital gains and life events like property acquisitions. 
• Maximising Deductions: Identifying all eligible deductions to maximise your tax savings (e.g. home office, depreciation or rental losses). 
• Specialised Support: If you have specific tax-related questions, we're here to provide expert tips and help you understand the tax rules, so you can make informed decisions. 
  

Business Tax

Accurate and timely tax preparation is essential for avoiding penalties and ensuring smooth compliance. We handle the end-to-end process for sole traders, partnerships, companies and trusts:

• Income Tax Returns: Preparation of business tax returns including all required schedules and calculations. 
• FBT Returns: Preparation of Fringe Benefit Tax (FBT) returns for companies providing employee benefits. 
• Capital Gains Tax: Calculations and guidance on investment transactions such as business sales. 
• Amendments and Reviews: Assistance with prior year amendments or ATO audits to resolve any issues efficiently.
  

Tax Planning & Advisory

• Year-End Tax Planning: Customised strategies to forecast tax liabilities and implement measures like income deferral, expense timing or entity restructuring. 
• Business Structure Optimisation: Guidance on choosing or changing business structures (e.g., from sole trader to company) to reduce tax exposure and protection of assets.
• Investment Tax Advice: Tailored planning for shares, property, or superannuation including CGT minimisation and negative gearing strategies.
• Compliance Consulting: Keeping you updated on ATO requirements and legislation changes.