For a personal tax return, bring:
- Photo ID (driver's licence or passport)
- Payment summaries or income statements (your employer provides these, or access via myGov)
- Private health insurance statement
- Bank interest statements
- Records of any work-related expenses you want to claim
- Dividend statements (if applicable)
- Rental property income and expense records (if applicable)
- Last year's tax return (if you have it)
Not sure? See our what to bring checklist or give us a call.
A standard individual tax return takes around 30–60 minutes. More complex returns, those with rental properties, businesses, or investment portfolios, may take longer. We'll let you know if we need additional information before or after your appointment.
Once your return is lodged with the ATO, refunds are typically processed within 2 weeks for electronic lodgements. The ATO will deposit the refund directly into your nominated bank account. You'll receive an SMS or email from the ATO when it's processed.
Don't panic, this is more common than you'd think, and the sooner you sort it out the better. We offer prior-year catch-up services and can lodge multiple years at once. In many cases, the ATO is understanding when you come forward voluntarily. Give us a call and we'll talk you through your options.
Yes, if you work from home as part of your job, you may be able to claim a deduction. The ATO offers a fixed-rate method or an actual cost method. We'll work out which method gives you the better outcome based on your records.
FIFO workers have specific entitlements that many accountants miss. Depending on your situation, you may be able to claim:
- Work clothing and protective equipment
- Tools and equipment
- Union fees and subscriptions
- Self-education expenses related to your role
We specialise in FIFO returns, book an appointment and we'll make sure you're claiming everything you're entitled to.
Sole trader, simplest structure. You trade under your own name, report income on your personal tax return, and have unlimited personal liability.
Company, a separate legal entity. Taxed at the company rate (currently 25% for base rate entities). Offers asset protection and can be beneficial at higher income levels, but involves more compliance obligations.
Trust (typically a family or discretionary trust), allows income to be distributed to beneficiaries at lower tax rates. Often used for asset protection and tax planning by families or small businesses.
The right structure depends on your income, risk profile, plans for the business, and who else is involved. Book a start-up consultation and we'll help you choose, getting it right from the start saves thousands.
It depends on your GST registration type and turnover:
- Monthly, if your GST turnover is $20 million or more
- Quarterly, most small businesses lodge quarterly
- Annually, available for very small businesses with a good compliance history
We can handle BAS preparation and lodgement for you so you never miss a deadline.
You must register for GST if your annual turnover is $75,000 or more (or $150,000 or more for non-profit organisations). Taxi and ride-sharing drivers must register regardless of turnover.
If you're below the threshold, registration is optional, but sometimes beneficial depending on your situation. We can advise whether it makes sense for you.
Our personal tax return fees start from:
- Basic individual return, $183
- Basic return + one rental property, $234
- Basic return + basic business (sole trader), $300
- Under 21, $119
Additional charges may apply for above-average complexity. Prices valid until 31 May 2027. See our full pricing page for details.
Yes, our "fee from refund" option lets us deduct our fee directly from your tax refund before it's deposited into your account. This is available for an additional . Just let us know at your appointment.
Yes, we can conduct appointments by phone or video call if you prefer, or if you can't make it into one of our offices. Just let us know when you book and we'll make the arrangements.
We accept Visa, Mastercard, American Express, cash, bank transfer, and fee from refund (for an additional $25).
Yes, SMSFs can purchase investment properties, including residential and commercial. The property must meet the "sole purpose test" (held purely for retirement benefit) and there are strict rules around related-party transactions. We can advise on SMSF property purchases and limited recourse borrowing arrangements (LRBAs).
Common rental property deductions include:
- Loan interest (on the investment portion)
- Property management fees
- Council rates and water charges
- Insurance premiums
- Repairs and maintenance (not improvements)
- Depreciation on the building and assets
- Advertising for tenants
A depreciation schedule from a quantity surveyor can significantly increase your deductions, we can refer you to a trusted provider.