Personal accounting,
simplified.
Straightforward tax and accounting for individuals. We bring the same clarity and care to you as to our business clients, so your personal tax is sorted efficiently and without headaches.
Your tax return,
plus a plan for next year.
Anyone can lodge last year. We also show you what to do this year, so there are no surprises next July. It comes with every return, simple or not.
A next-year estimate
Your likely refund or bill for next year, so July holds no surprises.
What to change now
The two or three moves that make the biggest difference this year, in plain words.
Every deduction checked
A qualified accountant reviews your return, not just what you typed into a form.
Here when life changes
Your first rental, shares, a side business or crypto. Same team, no starting over.
Three steps.
Then it's over to us.
We make your tax return straightforward and transparent. Here's all we ask of you.
- 1
The initial questionnaire
A quick digital form captures your basic details before we talk, so we can give you an accurate quote straight away.
- 2
The phone appointment
A brief call where we ask the right questions so you can claim every deduction you're entitled to. No jargon, just an easy chat.
- 3
Easy document upload
You get a simple checklist on your phone. Snap a photo or upload exactly what we ask for. No guesswork.
Transparent, upfront pricing for your tax return.
One flat fee based on your return type. No hidden costs, no surprises.
| What your return covers IncludedAdd-onNot included | 01 Simple From $180+GST For simple, single-income returns. | 02 MOST COMMON Standard From $270+GST For everyday income and standard deductions. | 03 Investment From $360+GST For property, shares and investment income. | 04 Business From $450+GST For sole traders and business owners. |
|---|---|---|---|---|
| Salary and wage income | Included | Included | Included | Included |
| All other ordinary income | Not included | Included | Included | Included |
| Work-related deductions | Up to $300 | All general | All general | All general |
| Motor vehicle | Not included | 1 vehicle | 1 vehicle | 1 vehicle |
| Rental property | Not included | Not included | 1 property | Not included |
| Investment income and deductions | Not included | Not included | Included | Add-on |
| Business income (sole trader) | Not included | Not included | Not included | 1 business |
| Capital gains | Not included | Add-on | Add-on | Add-on |
| Depreciating items | Not included | Add-on | Add-on | Add-on |
For simple, single-income returns.
For everyday income and standard deductions.
For property, shares and investment income.
For sole traders and business owners.
Add-on means we can include it for an extra fee, confirmed in your quote before we start.
Private wealth
and complex structuring.
For individuals and families with complex affairs, a tax return isn't enough. For a fixed monthly fee, scoped to your affairs, we manage your trusts and SMSFs, recalculate your tax position quarterly, and plan ahead to protect and grow your wealth.
Discuss private wealth management- Family trust setup and management
- SMSF administration and compliance
- Quarterly tax recalculations
- Asset protection structuring
- Capital gains tax strategy
- Estate and inheritance planning
- Investment portfolio tax accounting
- Tax planning for high incomes