Individual Tax Returns

Filing your individual tax return doesn’t have to be stressful or time-consuming. Our experienced team of tax professionals is here to make the process smooth, accurate, and beneficial for you. We ensure your return is lodged on time and in full compliance with ATO regulations, while identifying every eligible deduction and offset to help you maximise your refund.

We thoroughly assess your circumstances to ensure you're claiming all eligible work-related deductions. These deductions apply to expenses directly related to earning your income, and we tailor our review to your occupation and work habits. For example, if you use your personal car for work-related travel (excluding commuting), you may be able to claim fuel and maintenance costs. Similarly, if you work from home, you could be eligible to claim a portion of your electricity, internet, and office equipment expenses. We stay current with ATO guidelines to ensure every legitimate deduction is identified—maximising your refund while keeping you fully compliant.

We help property owners navigate the full range of tax obligations and entitlements, ensuring accurate reporting and maximising allowable deductions. From claiming interest on your mortgage and property management fees to depreciation on assets and repairs, we tailor our advice to your specific situation and property type. Whether you own one rental or a portfolio, we stay up-to-date with ATO guidelines to ensure you’re compliant and making the most of your investment returns. 

Capital Gains Tax (CGT) in Australia applies when you sell a capital asset—such as property, shares, or a business—for more than you paid for it. Our CGT services help you understand, calculate, and manage your tax obligations with confidence. We assess your eligibility for key concessions and exemptions, including the 50% CGT discount for assets held longer than 12 months, and the main residence exemption, which can make the sale of your family home completely tax-free if certain conditions are met 

Understanding how the Medicare Levy and Medicare Levy Surcharge apply to your tax situation can be confusing—but we’re here to make it simple. As part of our individual tax return services, we assess your income and private health insurance status to determine whether you're liable for the standard 2% Medicare Levy or the additional surcharge. We help identify any eligibility for reductions or exemptions 

 Division 293 tax is an additional 15% tax applied to concessional super contributions when your combined income and contributions exceed $250,000 in a financial year

This tax is designed to reduce the superannuation tax concessions available to high-income earners. Our team helps you identify whether Division 293 applies to your situation by carefully reviewing your income sources—including salary, investment income, fringe benefits, and concessional contributions