Our Professional Services

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We have IPA-qualified practitioners who are also Registered Tax Agents and can work through complex tax issues with you. 

Maximising your tax refund starts with getting your employment income and work-related deductions right. Our experienced Australian tax accountants ensure your income is accurately reported and every legitimate deduction is claimed — giving you confidence and peace of mind at tax time.

We assist employees across a wide range of industries with:

• Accurate reporting of salary, wages, bonuses, allowances and reportable fringe benefits
• Claiming work-related deductions, including motor vehicle expenses, travel, uniforms and protective clothing
• Home office and remote work expense claims
• Tools, equipment and asset depreciation
• Self-education and professional development expenses
• Union fees and professional memberships
   

We stay up to date with Australian Taxation Office (ATO) requirements to ensure your claims are compliant, properly substantiated, and optimised in accordance with the law.

Whether you are a salaried employee, contractor, FIFO worker or work from home, we tailor our advice to your individual circumstances — helping you maximise your return while minimising risk.

Let us take the stress out of tax time and make sure you’re not leaving money on the table.

Investing can build long-term wealth — but it also brings complex tax obligations. Our experienced tax accountants provide strategic advice and accurate reporting to ensure your investment income and capital gains tax (CGT) position is managed effectively and compliantly.

We assist individuals and investors with:

• Reporting income from shares, managed funds, ETFs, property and other investments
• Dividend and distribution statement reconciliation
• Capital gains tax calculations on the sale of shares, property and other assets
• CGT discount eligibility and small business concessions (where applicable)
• Managing carried-forward capital losses
• Cryptocurrency transaction reporting
• Investment structuring advice for tax efficiency
   

Whether you are an active trader, long-term investor, or disposing of a major asset, we provide clear guidance to help you understand your tax position and plan ahead.

Our focus is on accurate compliance with Australian Taxation Office (ATO) requirements while identifying legitimate strategies to minimise tax and protect your wealth.

Partner with us to ensure your investment taxation is handled with precision and confidence.

 Rental properties are one of the most popular forms of investment in Australia.  Owning an investment property can be a powerful wealth-building strategy — but it also comes with detailed tax obligations. Our experienced Australian tax accountants ensure your rental property income and deductions are accurately reported, fully compliant, and tax-effective.

We assist property investors with:

• Reporting rental income and expense reconciliation
• Claiming allowable deductions including interest, rates, insurance and property management fees
• Depreciation schedules and capital works deductions
• Interest apportionment for mixed putpose loans
• Travel and repairs vs capital improvements treatment
• Capital gains tax (CGT) calculations on property sales
• Advice on joint ownership and investment structures
   

We work closely with quantity surveyors and other advisers, where required, to maximise legitimate deductions while ensuring compliance with Australian Taxation Office (ATO) guidelines.

Whether you own a single investment property or a growing portfolio, we provide clear, practical advice to help you optimise returns and avoid costly mistakes.

Let us simplify your rental property tax obligations and help you invest with confidence.

Running a business as a sole trader offers flexibility and control — but it also comes with important tax and compliance responsibilities. Our experienced Australian tax accountants provide practical, tailored support to help you stay compliant, manage cash flow, and grow your business with confidence.

We assist sole traders with:

• ABN registration and business setup
• BAS and GST preparation and lodgement
• Income tax return preparation
• Business income and expense reconciliation
• Claiming motor vehicle and home office expenses
• Asset purchases and depreciation
• PAYG instalments and tax planning
• Referrals to qualified BAS Agents to assist with record-keeping systems set-up and support
   

We ensure your obligations with the Australian Taxation Office (ATO) are met accurately and on time, while identifying opportunities to minimise tax within the law.

Whether you’re just starting out or looking to improve profitability, we provide clear advice and ongoing support so you can focus on running your business.

Partner with us for straightforward, proactive accounting tailored to sole traders.

High Net-Wealth Individuals who commonly seek advice and tax assistance with their investments in financial instruments and investment property. Not only do we ensure that your tax position is optimised, but we also provide advice on tax-effective structuring and will work closely with your Financial Advisers to achieve your desired asset protection and financial goals. 

We assist with:

• Complex individual tax return preparation
• Investment income and capital gains tax planning
• Asset protection strategies
• Referrals to financial planners for succession and estate tax planning
• ATO reviews and audit support

 Entrust your financial affairs to a team that understands the complexities of managing significant wealth. 

Managing the tax affairs of a deceased estate can be complex and emotionally challenging. Our experienced Australian tax accountants provide clear, compassionate guidance to executors and trustees at every stage of estate administration.

We assist with:

• Registering the estate for a Tax File Number (TFN) and, where required, an ABN
• Preparing and lodging outstanding individual tax returns up to the date of death
• Preparing annual deceased estate tax returns
• Advising on capital gains tax (CGT) implications on the transfer or sale of assets
• Managing tax obligations for estate income, including rental properties, investments and business interests
• Assisting with beneficiary tax considerations on distributions
   

We ensure all compliance requirements with the Australian Taxation Office (ATO) are met accurately and on time, while identifying opportunities to manage tax effectively within the estate.

Our approach is practical and sensitive. We work closely with executors, solicitors and financial advisers to simplify the process, minimise risk, and provide peace of mind during a difficult time.

If you are administering a deceased estate and need trusted taxation advice, our team is here to help.

Partnerships and trusts offer flexibility and tax planning advantages — but they also come with specialised compliance and reporting obligations. Our experienced Australian tax accountants provide accurate preparation and strategic advice to ensure your structures operate effectively and remain fully compliant.

We assist with:

• Preparation and lodgement of partnership and trust tax returns
• Trust distribution resolutions and beneficiary reporting
• Income streaming and distribution planning
• Preparation of financial statements
• TFN, ABN and GST registrations (where required)
• PAYG and withholding obligations
• Capital gains tax (CGT) event reporting within trusts
   

We work closely with trustees, partners and beneficiaries to ensure income is correctly allocated, and tax outcomes are optimised within Australian Taxation Office (ATO) guidelines.

Whether you operate a family trust, investment trust or business partnership, we provide clear, practical advice to support compliance, tax efficiency and long-term planning.

Rely on us to manage your partnership and trust obligations with precision and confidence.