Individual Tax Returns

Individual income tax


Tax Return

• PAYG Withholding

Rental Properties

Prepare the income and expenditure statement working paper for Tax lodgement

• Regular Rental receipt and Rental expenditure

Additional fees if property disposed of during financial year;

• Calculating the capital gain or loss

• Work out the acquisition settlement cost

• Valuation report if property subject to main residence exemption

Tax Planning Session

Tax implications on:

• Future plans

• Rental property and investments

• Tax Residency issues

• Foreign investments

Investment Portfolio

• Mostly pre-filled by ATO

• If there is any pre-filled "No Franked" Distribution, you must provide a copy of the distribution statement to us for checking.

• Calculation of the capital gain or loss

• Work out the acquisition cost

• Reconciliation of all investment income

Prices from (ex GST)