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.

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