We provide a comprehensive range of Accounting and Personal Taxation services to all individual taxpayers who are investors in areas such as Shares, Managed Funds and Rental Properties.

Our aim is to ensure your taxation return is prepared with the minimum of fuss and most of all, correctly within the current laws.

This is achieved by

  • Meeting with you to go over your circumstances.
  • If you prefer, you can email or post your information. Either way we will contact you to go over your personal circumstances.

Our services

  • Preparation of income tax return
  • Preparation of BAS and IAS are required
  • Reviewing your income in line with the ATO reports, including checking of interest, dividends and managed funds
  • Reviewing tax deductions that may be available to you to ensure that your claims are maximised
  • Attend to Capital Gains Tax issues as required
  • Attend to negative gearing deductions for Rental Properties, Shares and Managed Funds
  • Providing you with a monthly emailed newsletter to help keep you abreast of important taxation and business changes
  • If required, referrals to financial planners, finance brokers and lawyers

Get in touch!