Business owners and their families
Your own return, rental properties, shares and crypto, prepared alongside your business so the whole family picture fits together.
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Each year
What you need to do
- Tax return: 31 October, or later when we lodge for you
- Trust and partnership distributions included
- Private health insurance and the Medicare levy surcharge
- PAYG instalments if you have investment income
We track every one of these for you and remind you in time.
Services
How we help
Individual tax return
Wages, investments, shares and super income, with every deduction you are entitled to and nothing you are not.
Rental property schedule
Rental income and expenses, interest, depreciation and capital works, for each property you own.
Capital gains tax
Sales of shares, property, crypto and business assets, with the discounts and concessions applied correctly.
Crypto tax
Crypto trades, swaps, staking and DeFi worked out from your exchange records.
Tax planning before 30 June
A meeting before year end to look at timing of income and expenses, super contributions, trust distributions and asset purchases.
Visa support: 188, 482 and 186
Financial records for business and employer-sponsored visas, kept the way the Department of Home Affairs expects.
Centrelink forms
Income and asset forms for Centrelink when you own a business, company or trust.
Questions
Common questions
General information only, not advice for your situation.
Can you do my return as well as my business's?›
Yes, and it is better that way: we match distributions, dividends and salary across all your returns.
Do my adult children's returns have to be done by you?›
No, but many clients ask us to, especially where they receive trust distributions.
Find out who would look after you
Confidential · No obligation · Registered tax agent 26173619