Individual Tax
Swan Valley Tax & Accounting provides a range of services to help individuals manage their tax needs including:
- Tax returns - individual, sole trader, partnership and trust;
- Rental properties - negative gearing;
- Shares - deductions and Capital Gains Tax;
- Salary packaging – understanding how this can benefit you;
- Tax planning – proactively managing your tax.
We feel that it is important in whatever we do for you that we help you understand what we’re doing, so you can make a more informed decision. As such, we would encourage you to ask questions if there is something that you do not understand when you meet with us.
Preparation of your annual income tax return is the most common tax need that individuals have. The tax laws change regularly and it can be difficult to keep up to date with these changes, however that is where a good accountant can be of great assistance. No-one wants to pay more tax than they need to, nor should they have to. Our job is to let you know of every available deduction and rebate that you are entitled to. More often than not, we are able to advise you of deductions on even the most simple of tax returns.
Our services are not limited to just your annual tax return, and where your circumstances are more complicated, we should be in touch more than once a year to assist with tax planning initiatives. This would include individuals who have investments in shares, rental properties and businesses.
Fees (effective 1 July 2010)
Fees for a basic salary/wage tax return start from $165.00 (incl. GST) and from $88.00 for minors (under 18). Additional fees are payable for other services including for sole traders, rental property schedules and the sale of shares. For further information please contact the office.
*Family Discount – a 20% discount off the second return is available when two family members (includes de facto) book in for the one appointment. For example if a husband and wife or father and son come to do their individual returns, the first return would be $165.00 and the second $132.00. (Note: this discount only applies to individual returns and both family members must reside at the same address. Please contact us for full terms and conditions)
Other advice is based on the same hourly rate as per business tax.
Please Contact Us to make an appointment to prepare your return or discuss your needs.
