​Income tax returns

Most individuals and entities have to, by law, lodge an income tax return. So we help you prepare your income tax returns in compliance with complex income tax law, to ensure you receive the best outcome possible for the financial year. We will help you organise your systems and processes to do this.


Legal Engagement

You are responsible for the accuracy and completeness of the particulars and information provided to us by you. Any advice we provide is only an opinion based on our knowledge of your particular circumstances.

We cannot provide taxation services if we find that information you provide us contains false or misleading content, or if you omit material data. The fee for this service does not cover any inquiries made to us or investigations involving us conducted by the Australian Taxation Office. Nor does it include the cost to amend the lodged tax returns. Substantial penalties apply for incorrectly prepared income tax returns.

You are also agreeing that we can deposit tax refund amounts received on behalf of you or related entities into our trust account, and can deduct from those amounts any fees owed to us either by any member of that group.

Your tax return is usually a necessity, so let’s get together, be compliant and pay as little tax as possible!

​Service Components

  • 1
    ​Tax Agent Number
    We maintain a tax agent number so that you get the benefits that come with lodging through us, such as extended lodgement dates.
  • 2
    Pre-fill Reports
    A pre-fill report is the information that the government already has about you. We provide you with a copy so that we can double check they have the correct information.
  • 3
    Pro Formas and Templates
    If you want a template to help you comply with the ATO substantiation rules, then just ask. We have a vast array of resources that we can give to you. That way, not only are you complying with the law, but it helps us to prepare your tax returns. Don’t worry, we will also suggest pro formas and templates that will help you.
  • 4
    Deduction Ideas
    Every year we learn new tips and tricks to help you save tax by reducing taxable income. We can give you suggestions on what you are eligible to claim.
  • 5
    Asset Schedules
    We will maintain your tax-based asset schedule and update it annually. That way, if you need to know what the effect of buying or selling an asset is, you can simply call us and find out.
  • 6
    Draft Preparation
    We prepare a working draft document for you, your family and your entities. That way, we can work together to pay the least amount of tax possible.
  • 7
    Tax Estimate and Summary
    Once the draft document is complete, we provide you with a covering page showing how your tax is calculated. This gives you a very good estimate on the outcome of your yearly tax reconciliation.
  • 8
    Final Lodgement
    We send the final tax return documents to the ATO via safe and secure electronic means.

  • 9
    Fee From Refund
    We can take your fee from your refund and transfer the residual amount straight into your bank account.

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Financial Group. All rights reserved

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