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Everybody has different financial goals

Individuals

Nine to five, Monday to Friday – does that sound like you? We are experts at extracting that last legal deduction you are entitled to, and while we’re at it, we’ll educate you on what records and paperwork you need to keep, and what to look out for in the future. That’s the difference in having your return prepared by a qualified accountant.
Our service for individual tax returns aims to be fast and hassle-free: you can visit us in the office, or email us your documents and we can liaise with you offsite all thanks to the digital world.

 

Contact us to see how we can tailor a service to suit your financial needs

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” Jimmy Dean

Multiple year returns

So you’ve missed a year or two, or the ATO is demanding your obligations are all brought up to date. Don’t worry – we’ve seen it before, we have the solutions that help you get your affairs in order.

How we help

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Tax & Accounting

Tax compliance
Income tax returns
Tax minimisation
Multiple year returns
Capital Gains Tax
Rental properties

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Strategy & Advice

Tax planning
Negative gearing
Asset protection
Investment and wealth advice
Self-Managed Super Fund advice
Retirement planning

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Wealth Creation

Home loans
Loan refinancing
Household budgeting
Self-Managed Super Fund
Income protection
Life, TPD and trauma insurance

Investments

Building up that portfolio of investments, are you? Rental properties, shares, managed funds or other income generating assets – we make sure your nest egg is fully compliant with your assets income and capital gains tax.  We can also offer solutions that protect these investments and your loved ones and optimise your return now and in the future.

We help individuals just like you !

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