Taxation Services

Tax Return

  • For Individual, Sole Trader and Company

  • Comprehensive tax return preparation, review, and lodgment process 

  • Detailed ATO portal check to confirm all available data 

  • Review by a highly qualified tax agent before its lodged with the ATO 

  • Access to advice to assist in claiming eligible tax deductions

  • Tips and advice, designed to make future tax returns easier 

Tax Planning

  • Summary of your forecasted position for current financial year for each entity in your corporate group: business entities, investment entities, self managed super fund and personal tax position

  • Optimal tax strategies available to you 

  • Changes as a result of the budget that affects you and beneficial strategies available to you 

  • Prepare tax plan schedule

Planning Outcome: ​

  • Legally reduce your Annual Income Tax Liability 

  • Minimise the Capital Gains Tax Liability

  • Minimise the Tax Relief available on Retirement