Individual Tax Returns
A tax return is more than a form. We prepare and lodge your return, review every deduction you are entitled to — and none you are not — and explain your result before it goes to the ATO. Salary, rental property, shares and crypto, sole-trader and rideshare income are all handled with the same care.
Want a rough idea of your tax before we start? Try the Moneysmart income tax calculator →
One checklist
A short list tailored to your income and claims, with ATO pre-fill data pulled in for you.
Return prepared
Income, deductions and offsets worked through, with questions only where something is unclear.
Reviewed with you
We explain the result — refund or payable — and what drove it, before anything is lodged.
Lodged & planned
The return is lodged, and we note what to keep and what to plan for next year.
What the engagement covers
- Income
- Salary and wages, allowances, interest, dividends, foreign income
- Deductions review
- Work-related expenses, home office, self-education, donations, tax agent fees
- Rental property
- Rental schedules, depreciation, interest and repairs versus improvements
- Capital gains
- Shares, property and crypto disposals, with the 50% discount applied where eligible
- Sole traders
- Business schedule, ABN income, rideshare and gig work, GST where registered
- Year-ahead notes
- Records to keep, PAYG instalments, and what to plan before 30 June
SMSF Annual Reporting
Financial statements, member reporting and the annual return for your self-managed fund.
Read more →Business Tax & Reporting
For when a side business grows: company, trust or partnership, BAS and year-end planning, handled in one place.
Read more →Tax-Effective Planning
Salary sacrifice, super contributions and investment timing reviewed once a year, in writing.
Read more →Know your result before it is lodged.
A first conversation is complimentary and takes about twenty minutes. You will leave it knowing the scope and the next step.