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.
Got a question? Get in touch
If you've got financial or business questions, or you just want to run something by us, we'd be delighted to really talk to you – in person, over the phone - call us on 02 6023 1700 - or you can use the form below and we'll get back to you.