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Financial advisor discussing figures with an older client


Whether your tax affairs are straightforward or complex, we can ensure that your tax return is completed accurately and lodged on time. We can help you to structure and plan your affairs to improve your overall tax outcomes.

Taxation law is constantly changing. We make sure we keep up to date with the rule changes so that you declare all the income you need to, and claim all the deductions and tax offsets you are entitled to. We will lodge your tax return promptly and check that the ATO's assessment calculation is correct.

In addition to salary and wage income, we can calculate and include (where applicable) income from:

  • Rental properties
  • Other investments
  • Centrelink
  • Superannuation funds
  • Capital Gains

If you are eligible, we can also apply for variations to income tax withholding or to Instalment Activity Statements.

Our Individual Tax Return Checklist will help to ensure that you have all the information and documentation you need.