Individual Tax

Core services

Personal tax returns

As we get older our lives often become more complicated and so do our tax affairs. Our expert tax team can provide you with advice on structuring your tax affairs to minimize your tax.

Salary sacrifice arrangements

Salary sacrifice arrangements can be very tax effective. Our team can work out how effective a proposed salary sacrifice arrangement is in your circumstances and advice on the tax consequences of the arrangement.

Tax effective investments

There a myriad of investments you can choose from. Pending on your investment goals, we can provide you with taxation advice on all investments and structures to hold the investments in. Importantly, we would like to talk to you before you make the investments to ensure the best tax outcome for you.

Taxation of estates

Taxation of estates can be complex and often depends on how the estate is administered. We can provide tax advice to executors and beneficiaries of estates to avoid paying unnecessary tax on your inheritance.

International tax

Leaving Australia to live overseas or returning to Australia to live may have various tax consequences. Our tax team will be able to advice you whether or not you are treated as an Australian resident for tax purposes and of the tax consequences as they apply to your circumstances. As a partner of DFK International Accountant network we have access to tax specialists all over the world, allowing us to assist you with any overseas taxation issues.

If you have any personal tax matters that you would like to have sorted out – contact us.


You might also be interested in...

How good is your marketing? – Your accountant can help you to find out!

How successful the marketing of your product or service is, has a great deal to do with how your business operates and what it stands for, and your numbers can tell you a lot about it.

How good is your marketing?

Why you need a business budget!

A good business budget allows you to plan for business events that will affect your business’s performance over the forecast period.

Why you need a business budget

Which business structure is right for my business?

When setting up or buying a business there are a number of business structures you can use to operate the business in. Here are some of the most common structures used in Australia.

Why discounting is a dirty word!

Planning your next Sale – discounting might not be your best strategy to boost revenue! – here is why

Why discounting is a dirty word