Personal accounting services

Personal Accounting Services

Managing your financial affairs, getting your returns lodged on time with a minimum of fuss and being across all the current ATO rulings on tax deductions that might apply to you (which tend to change every few years), can be rather a big job.

If you’ve got investment property/ies, trusts or shares, preparing your own tax return could be a totally daunting prospect – and you could miss out on deductions that are rightfully yours to claim.

At Mason Lloyd, we’ll take care of all of that for you – providing you up-to-date accounting and tax advice that takes into account your specific circumstances and allows for the maximum return or, if you’ve incurred a tax bill, minimum impact.

We’ll help you look after and/or plan for;

• Your individual tax return and tax planning
• Tax structuring which might include setting up a family trust for property or share portfolios to help legally minimise your tax liability
• Budgeting and cash flow planning
• Estate planning

If your tax return is looking less than easy this year, give Kerry a call on 6023 1700 or get in touch via the form below.