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Individual Tax Services

Individual Tax Services

Whether you are an employee, investor, contractor, business owner or expatriate, we provide personalised tax advice and lodgement services designed to maximise legitimate tax benefits while ensuring full compliance with Australian tax laws. 

Tax Planning 

Effective tax outcomes begin long before the end of the financial year. We provide proactive tax planning strategies to help minimise tax liabilities, maximise deductions and take advantage of legislative opportunities before they expire. 

Individual Tax Returns 

As Registered Tax Agents, we prepare and lodge individual income tax returns accurately and efficiently, including current and prior-year outstanding returns. 

Property Investors 

We assist property investors with: 

  • Rental property income and expense claims  
  • Depreciation deductions  
  • Capital gains tax calculations  
  • Property acquisition and disposal advice  
  • Record-keeping requirements  

Shares, ETFs & Cryptocurrency 

We provide specialist taxation support for: 

  • Share trading and investments  
  • Exchange Traded Funds (ETFs)  
  • Cryptocurrency transactions  
  • Dividend income  
  • Employee Share Schemes (ESS)  
  • Capital gains and losses  

Contractors & Personal Services Income (PSI) 

We assist contractors, consultants and professionals in determining whether PSI rules apply and ensure income is reported correctly while maintaining compliance with ATO requirements. 

Sole Traders & ABN Income 

Whether you operate as a freelancer, contractor or sole trader, we help manage: 

  • Business income reporting  
  • Deductible expenses  
  • GST obligations  
  • Record keeping  
  • Tax minimisation strategies  

Foreign Income & International Tax 

Australian residents are generally taxed on worldwide income. We assist with: 

  • Overseas employment income  
  • Foreign investments and property income  
  • Double Tax Agreements (DTA)  
  • Foreign tax credits  
  • Residency assessments  

Tax Residency Advice 

Determining tax residency can significantly impact your tax obligations. We provide guidance on Australian tax residency rules for individuals arriving in or departing from Australia. 

Departing Australia Superannuation Payments (DASP) 

We assist eligible temporary residents in claiming and receiving their superannuation entitlements when leaving Australia permanently. 

ATO Reviews, Audits & Disputes 

If the ATO contacts you regarding a review, audit or disputed assessment, we act on your behalf, manage communications and work towards achieving the best possible outcome. 

CA ANZ TPB Governance Institute AICPA