Individuals
From simple tax returns to tailored advice around deductions, investments, or life changes, we’re here to make tax time easy, stress-free, and worthwhile for everyday individuals.
You don’t need to run a business to have a great relationship with your accountant. We’re in it with you, not just at tax time, but for all of life’s big (and small) financial moments.
Our services for Individual Clients include:
Tax Return lodgements
Applications for Franking Credit refunds
Rental Property Schedules
Shares and other Investments
Tax Planning & Advice
Investment Advice
Capital Gains Tax calculations including keeping detailed Capital Asset Cost base records
Applying for Australian residents property clearance certificates (Foreign Resident Capital Gains Withholding)
Assistance in calculating salary sacrifice arrangements
