We understand when you retire and tax laws change it can become difficult to know what tax changes apply to you.

We can identify what income needs to be disclosed to any government department or your financial advisor and ensure all available tax deductions are also identified.

Where it’s clear that you will need to lodge a tax return, we will charge our normal competitive rates. Should a return not be necessary then we will only charge a basic $66.00 fee for the service. Where we ascertain that only a tax credit refund application (usually for shares and managed funds) needs to be lodged we will apply a very competitive reduced fee of $88.00.

You will in all cases have access to our year round service and guarantee to represent you should the Australian Taxation Office query your accounts.

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