Education & Coaching

How to Complete Your Own Tax Return

In these sessions we take you through a realtime, step-by-step guide to completing your own tax return.

Not only will you get in-depth, one-on-one tutoring with a CPA registered tax agent but you will also be able to successfully lodged your tax return.

These coaching sessions are ideal for those with full-time employment and work-related expenses.

If you:

• own rental property,
• received dividends / investment distributions,
• sold assets,
• run a sole trader business or
• have other non-work related income

We can assist but recommend contacting us first as there will likely be an additional charge due to more time being needed.

Please note, if you run a business through a partnership, trust or company structure these sessions are NOT suitable for you.

Please click here to secure your time.

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Crash Course in Year-End-Tax-Planning

It is important to consider tax planning strategies to ensure you are effectively managing your financial affairs, not only to understand your tax position but also help achieve your financial goals.

In these sessions we help you step through the different opportunities, how they should be implemented, and the future tax consequences from adopting the strategies.

We initially help you calculate valid and reliable income and expense projections, then simulate different tax planning options helping you minimise your tax liability within the framework of the Australian taxation system.

Are you running a business?

These sessions are ideal for those with up-to-date reconciled records using malleable cloud-based software (e.g. Xero, MYOB, Reckon etc)

Do you want personal tax planning advice?

These sessions are ideal for those with salaries and/or investment income in the higher tax brackets. Prior to the call we highly recommend having your latest payslip with YTD figures as well as detail on total investment income received over the past 2 years. (For share holders it is often handy to be set-up and have your login details ready for either www.computershare.com or www.linkmarketservices.com.au)

These sessions highlight tax planning opportunities specifically applicable to you, but you need to be proactive and act quickly to take advantage of these strategies. We encourage you to schedule a meeting as soon as possible to assess your tax planning options.

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