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Returns with more moving parts
Useful when your tax position includes multiple income sources, deductions, or supporting records.
Individual Tax
Individual tax support that stays organised, careful, and easy to follow.
This service page is built for salary earners, investors, and individuals whose tax affairs involve more than a simple annual return.
What this service covers
The initial scope is designed to cover the most common and most commercially useful areas for personal tax work in Australia.
- Annual tax return preparation and review
- Investment income including shares and ETFs
- Rental property and related deductions
- Capital gains tax support
- Complex income situations and documentation guidance
Who this is well suited for
- Salary earners with deductions and changing circumstances
- Clients with investment income and capital events
- Rental property owners
- Households wanting more confidence in their tax records
Support areas
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Investment and portfolio activity
Helpful for clients handling dividend income, managed funds, ETF holdings, and disposal events.
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Property-related tax matters
Designed for rental property owners who need steadier handling of income, expenses, and record keeping.
Common questions about individual tax
Yes. This page is intentionally scoped to include investment activity and the supporting review that often comes with it.
No. A practical summary of your situation is enough to start. We can then outline what records and documents should be gathered.
No. Clients in Melbourne are a core focus, but remote support across Australia can also be accommodated where suitable.
Need support with a more involved personal tax matter?
Send through a short summary and we can help you identify the next step.