Individual Services

There’s more to life than filling out forms

Individual

Individual Services

We know there’s more to life than filling in forms or poring over spreadsheets. That’s why we make tax returns and financial planning as fast, convenient and easy to understand for you as possible, so you can get on with enjoying your life.

 

Individual Tax Returns

No up front fee, we’ll take payment from your tax refund. Remember, fees are tax-deductible so you can claim for them next year.

Fast refunds. All our tax returns are electronically lodged with the ATO meaning tax refunds are usually available within 14 days of lodgement.

No need to see us in person, simply send your paperwork to us by mail, fax or email if you prefer and we can discuss over the phone or video conference via skype.

Salary Packaging Advice

Find out the most tax effective way to receive your salary.

Depending on where you work and the benefits you would like to receive you could make substantial tax savings by the correct salary package structure.

Self Managed Super Funds (SMSFs)

Running your own super fund offers you the freedom to determine where you want your super to be invested. However, setting up and managing your own super fund can be tricky and time consuming if you are not familiar with the required paperwork, reporting and compliance.

We can set up and manage your SMSF for you and also provide you with strategies to help you maximise your super and minimise your tax burden. If you are interested in learning more about SMSFs, call us today.

Property Investment Tax and Analysis

  1. How much does your investment property actually cost after tax each year?
  2. What capital growth do you need to break even on your investment over the next five years?

If you can’t answer these questions then talk to us about doing an Investment Property Analysis. 

We will show you how much the property will cost in cash flow terms, how much tax you can save,the rate of capital growth you require to break even and much more. This is a very worthwhile exercise if you are looking to invest or if you already have investment properties.

Get in Touch!

Head Office

736 Queensberry St,
North Melbourne, VIC, 3051

Branch

23 Neill St,
Beaufort, VIC, 3373