If I use you, when is my tax return due?
Doing it yourself, it’s due 31 October. If you’re on our client list before then and your earlier returns were on time, you’ll usually have until 15 May the following year. We’ll still aim to get it done well before that, especially if there’s a refund coming.
Can you do my return if I’ve lost some receipts?
Often, yes. Bank statements, emails and the ATO prefill fill a lot of gaps. For some claims, like the 70c work-from-home rate, what matters is a record of your hours. Bring what you have and we’ll work through it.
Do you do the kids’ first tax returns?
Happily. A first job return is quick, and it’s a good chance to explain tax file numbers, super and HECS-HELP to them in plain English.
Is it worth having an SMSF?
For some families, yes. For others, an industry or retail fund is simpler and cheaper. Tom will talk through the costs, the trustee duties and what you want the fund to do before you decide. That first chat doesn’t lock you in to anything.
I’m selling an investment property. When should I talk to you?
Before you sign the contract, if you can. The contract date sets which year the capital gain falls in, and a little planning around timing, super contributions and records can make a real difference.
Can we meet by phone or video?
Yes. Lots of clients never come in. You can upload documents securely and we’ll talk it through on a call.
What does it cost?
We quote before we start. Standard returns and rental schedules have set package prices (see Services). Trusts, companies and SMSFs are quoted on what’s involved.
I got a letter from the ATO. Should I worry?
Most letters are routine: a prefill mismatch, a debt reminder, a query. Don’t ignore it, and don’t ring a number in an email or text you weren’t expecting. Bring the letter in or send us a photo and we’ll deal with the ATO for you.