Individual Tax
Core services
Personal tax returns
Tax legislation is constantly changing. Expenses could be 100% deductible, not deductible, need to be pro-rated for private use or claimed over time. Our expert tax team can assist with the preparation and lodgement of your personal tax returns making sure that you declare everything you need to and claim everything you are entitled to – and nothing more. If you have better things to do and want to leave your tax return to the experts please ask our team today.
Personal Tax Planning
As we get older our lives often become more complicated and so do our finances. If you are interested in improving your personal finances, come in for a meeting with one of our Accountants. They can provide general, strategic financial planning advice focussed on:
- Tax planning & optimisation – minimising your income tax or CGT liabilities;
- Cash flow & budgeting – strategies for increasing your income, cashflow, savings & investments, and decreasing your debt
- Superannuation strategies – maximising superannuation contributions, retirement pension strategies and the pros and cons of Self Managed Super Funds
- Asset ownership structuring – whether between family members, family trusts and/or investment companies, we can discuss the pros & cons to make sure you get the flexibility you need and maximise asset protection.
Please contact us for an appointment and let us help you make your money work harder for you and get on track to achieving your financial goals. However, please note that we are not licenced to provide specific personal recommendations or investment product recommendations but if needed, our Everalls Wealth Management Team can help you with that and much more detailed personal financial planning advice.
Taxation of Deceased estates
Taxation of deceased estates can be complex depending on the assets and the beneficiaries. If you are an Executor of an Estate we can help you with the preparation of the final personal tax return as well as the Estate Tax Return/s. We can also provide tax advice, before or after an Estate needs to be administered, on how to avoid unnecessary tax on inheritances.
If you have any personal tax matters that you would like to have sorted out – contact us.
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