Individual Services

From the simplest of Individual Tax Returns to the more complex, we treat every client with the same care and respect making sure we maximise your income and wealth. We also offer a full range of accounting and financial advisory services to help guide and grow individuals personal wealth.

Individual Tax Returns – we prepare tax returns which include

  • Capital Gains calculations

  • Investment Properties

  • Foreign Income

  • Crypto Currency Capital Gain/Loss or Share Trading

  • Sole Traders

Late Tax Returns – Need help getting up to date? We can assist in the preparation of prior years tax returns, as far back as 20 years if necessary. The ATO may impose late lodgment penalties and fines. We can assist in applying for the remittance of any of these

Tax Preparation & Planning

Bookkeeping

Property & Private Equity Advice

Personal Wealth Management

Superannuation Advisory

Retirement Transition

ATO Audits