Personal Tax

Basic through to complex income tax matters

We pride ourselves in our extensive income tax knowledge and the ability to take complex matters and translate them into plain English. Our team has a range of specialised areas, so we offer services from basic to highly complex tax returns.

Legally minimising tax obligations

It is our passion to legally minimise your tax obligations, giving you the best possible outcome while remaining compliant to current legislation.

Investment properties

Positively or negatively geared, depreciation, land tax and income tax withholding variations.

Share & managed fund portfolios

Share & managed fund portfolios – including dividends, foreign income, interest and capital gains.

Capital Gains Tax

Including share, investment property and other asset sales, cost base calculations, CGT estimates and exemption criteria.

Deceased Estates

Final Individual and trust tax returns

Advice & record keeping

It is important to us that we help you understand how your income tax works, how you can make it work for you and how you can better manage your records. When we complete your personal tax, you can expect us to help you navigate any areas of uncertainty you may have.

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Our Monthly Packages

Start Ups

From $400 + GST / Monthly
  • Initial Meeting
  • Year End Financials
  • Year End Tax Returns
  • Annual Tax Planning
  • Unlimited Phone & Email Support
  • Financial Wealth Check for Investing

Growth Stage

From $600 + GST / Monthly
  • Initial meeting establishing your Goals, Mission, Vision & Values
  • Year End Financials
  • Year End Tax Returns
  • Annual Tax Planning
  • Unlimited Phone & Email Support
  • Half Yearly Performance Review & Meeting (Including Business Performance KPI Check)

Peak Performers

From $800 + GST / Monthly
  • Initial meeting establishing your Goals, Mission, Vision & Values together with a Budget Overview
  • Organisation Flow Chart
  • Year End Financials & Tax Returns
  • Annual Tax Planning
  • Unlimited Phone & Email Support
  • Quarterly Management Reports and Meeting
  • Cashflow Improvement Strategy
  • Half Yearly Performance Review & Meeting (Including Business Performance KPI Check)
  • ATO Relationship Management
  • Annual Meeting to Reset Goals
  • Financial Wealth Check for Investing

* These are indicative prices only. Please contact us for a customised quote.