Individual Tax
We help Individuals for many types of tax requirements. We support our individual clients legally minimize their income tax liability and implement tax effective strategies like negative gearing to help them grow their personal wealth..
Check List for Individual Tax Return..
✔️ Group certificates/PAYG payment summaries
✔️ ETP Group certificates/payment summaries
✔️ Pensions & Com Super group certificates/payment summaries
✔️ Social Security & Centrelink group certificates/payment summaries
✔️ Any interest earned
✔️ Dividend statements
✔️ Private Health statement & details
✔️ Rental income & expense details
✔️ Capital Gain/Loss details e.g. share & property sales/purchases
✔️ Trust distribution tax statements
✔️ Partnership income & expense details
✔️ Business income & expense details
✔️ Foreign income
✔️ Other income details
✔️ Travel expenses e.g. airline/bus tickets related to work travel
✔️ Motor vehicle expenses e.g. kms travelled and engine size, log book if applicable
✔️ Dry-cleaning or laundry costs associated with protective clothing/uniforms
✔️ Replacement of protective clothing/uniforms
✔️ Self-education costs
✔️ Union dues
✔️ Other work related expenses including home office, computers, mobiles etc.
✔️ Donations
✔️ Investment expenses including borrowing costs, interest on loans, investment advice fees
✔️ Accounting fees & travel expenses associated with preparation of your tax return
✔️ Medical expenses (if more than $2000)
✔️ Medicare Levy exemption details
✔️ Income Protection insurance
✔️ Number of dependents and their dates of birth
✔️ Spouse’s income details
We help Individuals in many professions including.
✔ Electricians
✔️ Tradesmen
✔️ Plumbers
✔️ Couriers
✔️ Truck Drivers
✔️ Chefs
✔️ Cleaners
✔️ Taxi Drivers
✔️ Waitresses
✔️ Carpenters
✔️ Technicians
✔️ Store Person
✔️ Medical Specialists
✔️ Developer Programmer
✔️ Nurses
✔️ Dentists
✔️ IT Programmer
✔️ Community Support Worker
✔️ Apprentices
✔️ Ambulance Officers
✔️ Construction Workers
✔️ Warehouse Officer
✔️ Store Person
✔️ Laborer
✔️ Trainer
✔️ Mechanics
✔️ Doctors – GP’s
✔️ Physiotherapists
✔️ Executives
✔️ Architects
✔️ Artists
✔️ Police Officers
✔️ Security Guard
✔️ Laboratory Technician
✔️ Disability Support Officer
✔️ Real Estate Sales
✔️ Engineers
✔️ Teachers
✔️ Sales Representatives
✔️ Pharmacists
✔️ Osteopaths
✔️ Bank Manager
✔️ Hairdressers