Individual Tax Return Preparation and Lodgement Services

Our office offers a convenient, hassle-free expert service in the preparation of your Individual Income Tax Return. We complete our tax returns with a strong attention to detail and application of current tax rules and practices, ensuring you ease of mind knowing you have met your taxation obligations and you get back the highest refund you are entitled or minimising tax payable. Our friendly and approachable staff are happy to answer your tax queries and explain your tax situation clearly and advise you on future practices that aim to improve your tax position.

We also provide advice and determine the tax implications on the following:
• Investment Properties
• Shares and Dividends
• Tax bracket implications
• Rebates and superannuation intent claims

Convenience of Appointments
During the popular tax season from July to October, our office extends our day hours to offer night and Saturday appointments for your convenience.
We offer a variety of options to complete your tax return, including:
• Face to face meetings (TBA due to COVID-19)
• Phone appointments
• Online conferencing
• Sending us your information via email, post or at reception. You can also get in touch via out contact page here.

On completion of a tax return remotely, it can be signed via electronic signing, email, post or by attending reception.

Estate Planning and Deceased Estates
Our office provides a respectful and personable approach to your Estate Planning. We can guide and assist in the development of an effective tax strategy including:
• Establishing testamentary trusts
• Minimising taxation
• Reducing estate costs
• Advising on superannuation and death benefits
• Advising on Capital Gains Tax implications of passing on or disposing of the assets of a deceased estate
• We can recommend local solicitors for the preparation of a valid will.

We can guide you in the meeting of tax obligations regarding deceased estate administering including:
• Tax File Number applications
• Preparation of final returns, if required
• Preparation of any trust returns for the deceased estate
• Assessment of the Estate’s taxation liabilities