Individuals

Feeling overwhelmed by your personal finances? For our individual clients, we keep track of personal finances and provide expert advice on taxation and lodgement. We understand that you need personal tax preparation services that are proactive, secure and efficient.

Accounting services for individuals

Income Tax

We provide timely advice for the preparation of your annual income tax return, as well as work with you to effectively manage your personal tax obligations. This includes advice about deductions, how to declare investment income, freelance income, inheritance and more.

PAYG Instalments & Withholdings

We can run checks to make sure your employer is paying the correct PAYG instalments and PAYG withholdings so you will not receive an unexpected tax bill.

Superannuation Guarantee Contribution Levy

Every employer is required to pay a superannuation levy on your behalf to your chosen fund. We can ensure that this is being undertaken with the right amounts at the right time.

Australian Taxation Office Liaison

For many of our individual clients we liaise with the Australian Taxation Office, we lodge on your behalf, and keep you abreast of deadlines and obligations.

Financial Reporting for General & Special Purposes

Individuals often require a more detailed level of financial reporting for things like loan applications, financial declarations, or just budgeting. We work with clients to help them understand their financial position, making it easier for them to fulfil their dreams, rather than worrying about finances.

Land Tax

In NSW, you are required to pay land tax on all land you own that isn’t your primary residence or primary production land. We work with our clients to calculate land tax payments and can lodge on your behalf.