INDIVIDUALS
Our firm has extensive experience in advising individuals and providing services for:
Employees | Please take advantage of our experience in guiding you to ensure all taxable income is reported correctly and that all allowable deductions are claimed. |
Sole Traders | Our firm is committed to providing accurate and cost effective advice and services for sole traders. Please also free to ask about the benefits of incorporating your business. |
Investment services | Although we are not able to legally provide financial advice, we are able to provide you with advice on the tax consequences, together with advantages and disadvantages of certain investments. Please feel free to ask the consequences of purchasing a new investment or selling an existing investment. |
Superannuation Services | The Australian Tax Office provides registered tax agents with various information regarding individual clients. Please feel free to ask our office to review if you have multiple superannuation accounts. Consolidating your superannuation allows easier review of investment returns, reduce fees, and ensure appropriate levels of insurance products are used. Were you born before 1 July 1964? If so, contact our office so we can advise you on the potential ability to access your superannuation and the tax consequences of doing so. |