Individual & Investment Tax
Personal tax support for professionals, investors, property owners and family groups.
Professional support tailored to your circumstances
Your personal tax position can involve employment, business activities, property, investments and income from overseas. We review the relevant records and explain the matters that affect preparation of your return.
How we can assist
- Individual and sole trader tax returns
- Rental property income and expenses
- Shares and investment portfolio transactions
- Capital gains on asset disposals
- Foreign income and overseas investments
- Tax planning for professionals and family groups
Our approach
We work through the supporting information with you, identify gaps in the records and discuss significant changes from the previous year. For major investment or property decisions, seek advice before committing to a transaction.
Information to have ready
For an initial discussion, the following information helps us understand your requirements. We will confirm the records needed for the engagement.
- Income statements and other income records
- Rental property statements and expense documents
- Investment transaction reports and asset purchase or sale records
Discuss your accounting and taxation requirements
Tell us about your circumstances, the support you need and any relevant deadlines. We will discuss the next steps and the appropriate scope of professional support.