Personal Tax Returns
Shane can provide a fixed quote for your personal tax returns and other entities such as family trusts and self-managed super funds. Fees start from $250 plus GST per year for individuals and $450 plus GST per year for couples. This includes preparation of your income tax return and FREE tax advice year round, by email or phone.
Flexibility
Ad-hoc meetings when required to discuss personal tax issues
Personal Service
Work directly with Shane
Planning
Enabling you to budget appropriately for your tax
Peace of Mind
Knowing your personal tax situation is looked after by a tax professional
One of the biggest advantages of having a dedicated accountant is we will be able to help you make informed choices regarding important life decisions, such as:
• Minimising the capital gains tax impact of buying and selling assets
• How a family trust can help manage your family’s wealth and spread the tax burden
• Property, both main residence and investments, and how to structure financing
• Administering Self-Managed Superannuation Funds (SMSF)
• Family events, getting married, having children, divorce, and your estate
• Testamentary Trusts and estate planning for your family
• Changes to your work, employee shares, contracting, starting a business or retiring
It’s of the utmost importance for our clients to have security and prosperity in their lives, so we can work with your financial advisor and solicitor, or we can recommend one we trust. Call us today if you want to have a chat about your tax.