INDIVIDUAL SERVICES
Taxation
Individual Taxation is a minefield for us all. With our extensive experience, we can advise you regarding your taxation obligations including how best to structure transactions to maximise taxation outcomes. It is worth noting that a brief discussion with us now can save thousands down the track.
Our taxation services to individuals include:
- Completion of Tax Returns.
- Tax Planning.
- Multiple year tax returns
- Advice on Tax related transactions including Asset Acquisition (Rental Properties, Shares etc)
- Business Activity Statements
- Tax Exemption Opportunities (Capital Gains Tax Exemptions)
Wealth Creation
Our goal is to improve your wealth through sensible advice and Partnering with a range of trusted professionals. We team up with a variety of professionals to ensure that the best outcomes are achieved for you our client.
Professional advisers include:
- SMSF Advisers (In house) – Refer to SMSF
- Financial Planners
- Legal advisers
- Specialist Tax advisers
Estate Planning
We can assist you to plan your estate including asset protection strategies including the involvement of other professionals as required
Family Budgeting and Finance Management
We can assist you to get your personal finances in control. We have tools and techniques which will help you and your family members to gain control of your finances.
Other Services Tools
Secure Portal
Audit Insurance
We partner with Accountancy Insurance to provide Audit Shield to our clients. We offer this widely to our clients. The insurance covers professional costs incurred (Up to a limit) in relation to professional fees incurred in the event of an audit.