| Personal Tax Returns
As a CPA Practice, you can be sure that we’ll get your personal tax returns done right the first time. Our fees are competitive, and we offer an ITR service that is convenient for you.
If a face to face appointment does not suit, why not email, phone or drop off your return. We charge set fees so you know what you will be charged and should you wish you can use our fee from refund service.
Our expertise for completing personal tax returns includes:
The Heaney Business Group office is open extended hours during the peak tax season (July – October) to accommodate your busy schedule. If you’re too busy to drop in and see us though, don’t hesitate to email through your tax information for it to be completed by correspondence.
| Tax Planning
Want to know where you are at or what is coming? Our tax planning estimates and meetings are a great place to start. At Heaney Business Group our tax planning services are tailored to meet your requirements. Our tax estimates can be as simple or complex as required. Tax Planning can help you make informed decisions about your assets and where to direct your funds before the end of a tax year ends.
As tax planning service includes:
Thinking about putting some extra money into superannuation or setting up an SMSF but want to know the advantages and disadvantages before you do?
The need to maximise your nest egg in Australia is ever increasing and it can be hard to know where to start without the right advice.
Whether you have an Industry or Retail Fund or an SMSF, Heaney Business Group can help you navigate your requirements and what is best for you.
Our personal SMSF services include:
| Rental Properties
Our experience means we are experts when it comes to dealing with residential and commercial rental properties. Having a rental property can be a great investment whether positively or negatively geared but either way both will have tax consequences. We help you navigate the rules and make sure you get the most out of your investment.
We make sure you understand your situation in relation to:
Thinking about buying an investment property? Give us a call so we can ensure you structure your investment in the best way to minimise tax and maximise returns whilst still protecting your assets.
| Capital Gains Tax
If you sell a capital asset such as real estate or shares in Australia, your first question will probably be, “How much tax will I pay?”
We can help you make sure your gain, or loss is calculated and recorded correctly.
We ensure you pay as little as possible by:
Whatever asset you may have, make sure you keep all your records so we can best assist you.
Thinking of selling an asset? Sometimes timing can make all the difference. Our tax planning estimates can help you look at whether it is the right time to sell or provide you with strategies of reducing your taxable income in a year with a large gain.
| Deceased Estates
Had a loved one pass away or been appointed the executor of an Estate? We can help you make sense of this complicated area.
When a loved one passes away it can seem like a huge task to wind up their tax affairs. When this happens an executor or legal personal representative is appointed to take on this responsibility. This includes the responsibility of managing the tax affairs of the deceased.
Once you have probate, we can assist you to:
If you have had a loved one pass away, touch base with our office to see how we may be able to help