Individuals

For family trusts and high-net-worth individuals, we provide advice and management for personal investments, taxation and self-managed super funds (SMSFs). We offer financial planning and taxation support to individuals needing assistance with maximising profitability across areas including:
  • SMSFs
  • Personal investment advice and management
  • Reducing debt
  • Saving for a tax-effective retirement
  • Individual tax returns
We have a large and diverse portfolio of high-net-worth individual clients who we have worked with to establish, review and achieve their lifestyle and financial goals.

Individual tax returns

With our individual tax return service (starting from $220+GST per return), in addition to minimising the amount of tax paid, we offer an initial interview prior to commencing the return, and handle all ATO correspondence and queries on our client’s behalf.

We strive to offer each and every client a high-quality, personal and thorough service. Our team is highly trained and all tax returns go through a comprehensive compliance check before being reviewed by a qualified accountant.

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