Tax Returns

Compliant returns, without overpaying

We make sure your income tax return is compliant. We also thoroughly check your deductions to make sure you don’t overpay. We are efficient with all kinds of Australian tax returns, for all kinds of entities.

Individuals

Employment income and few deductions? We offer quick turnaround and make sure you didn’t miss anything.

Investors / SMSF

Rental properties, shares or crypto? In Australia or overseas – we are happy to help. We’ll make sure your capital gains and losses are correctly accounted for, and your earnings and deductions all correctly declared. We will also help you with your trust / investment vehicle (including SMSF) tax returns, if you have one.

Business

Whether you are a sole trader, own interest in a discretionary or unit trust, shares in a company, or a mix of those – we will help you untangle the net and make sure you get the best out of your structure. We help businesses of every size – from a single employee to ASX-listed companies and the Australian branches of multinationals.

Worried about the impact of 2026 Budget changes? Talk to us about what you can do to minimise the burden.

If you are in business, talk to us about business services: tax planning, accounting and business compliance, so that the best outcome on your tax return is just a formality. Business is a dynamic venture, and financial decisions may affect your tax and other bills significantly in the future. As your business advisors, we can help with those decisions and flag what matters, so your business stays on the right path of growth and smooth compliance.

For SMSF returns, talk to us about compliance management – to make sure your SMSF keeps the concessional tax rate as a complying self-managed superannuation fund.

Few facts about tax returns

Residency

  • There are different tax rates depending on whether you are a resident for tax purposes or not
  • Tax residency is a different test to visa / permanent residence
  • Non-residents may also be required to lodge tax returns
  • If you are on a temporary visa, you may need to check your Medicare status and overseas income obligations

When to lodge

  • Financial year in Australia starts on 1 July and ends on 30 June
  • If you prepare your tax return yourself, your due date for lodgement is usually 31 October
  • If you use a tax agent to prepare your tax return, your due date may extend even to 15 May next year – depending on your previous compliance
  • Only companies can change their reporting year (Substituted Accounting Period)

How am I being taxed

  • Your income from all sources (employment, investments, sole trader business, rental properties) is combined in a single tax return, and you pay tax on your marginal rates on the total amount
  • “Tax deductions” reduce the income you are taxed on – so the actual tax reduction depends on your marginal tax rate, it’s not 1 to 1. These are also called “allowable deductions”
  • Each deduction must be properly evidenced: nexus to your income, proof of purchase / payment, diary (for travel and home office), log books etc.
  • Each entity must lodge its own tax return – e.g. if you and your partner have a partnership, then you must prepare a return for the partnership, and then you report the outcome of partnership income on your return (and your partner on theirs)
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