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Frequently Asked Questions
Please see below for some of the frequently asked questions. If you don’t find what you’re looking for please feel free to get in contact and we’ll be happy to help.
Yes, you can. This service allows for our fees to be deducted from your refund when it is issued from the ATO. There is a service charge of $25 for this option.
Normally it takes between 5 and 10 working days from the date we lodge your return, as long as there are no processing delays by the ATO.
Absolutely. Please feel free to email or post your information for me to prepare your tax return. If you need help with what to provide, please contact me for my handy checklist if you have any questions.
I you are an individual, I will need a copy of your most recent tax return and your previous accountant’s details so that we can obtain any information that would be relevant for future years.
For you are a company, trust and partnership, please provide copies of last year’s annual financial reports and tax returns.
No problem. It’s best to get these all lodged as soon as possible. Please book an appointment and we’ll get you all up to date.
Capital gains tax (CGT) is the tax you pay on a capital gain. It is not a separate tax, but part of your income tax.
The most usual way to make a capital gain or loss is to sell assets like real estate, shares or managed fund investments.
If you are an individual, some assets may be exempt from CGT, including your main residence, car, motorcycle and assets for personal use that you acquire for $10,000 or less.
There are other exemptions, rollovers and concessions that may allow you to ignore, defer or reduce your capital gain or capital loss.
If you are an Australian resident, CGT applies to your assets anywhere in the world. For foreign residents, CGT applies to taxable Australian property.
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It would be my pleasure to assist you with all your tax and accounting needs, please contact me to book an appointment.