| 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:

  • Maximising your tax deductions
  • Rental schedules
  • Capital gains tax schedules
  • Sole trader business schedules
  • Dividend and Investment schedules
  • Advice and setup of associate leases and novated leases
  • Advice for employee share schemes
  • Div 293 Advice
  • Excess Concessional Contributions Advice

We are experts in, Defence, Teachers, Nursers, FIFO, Police, Uber, Employees, Rentals and Small Business.
Click here to use our handy end of year checklists.

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:

  • Preparation of annual tax estimates
  • Preparation of tax estimate scenarios (dependant on your situation)
  • Capital gains tax estimations
  • Rental and other investment estimations
  • Superannuation contribution scenarios
  • Face to face meeting to present and discuss our findings

Our expertise can help you to legally minimise your tax regardless of what stage of life you are at. Click here to read our Tax Planning information for business.

| Superannuation

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:

  • Superannuation contribution advice and whether these should be made as concessional or non-concessional.
  • Spouse superannuation contribution advice
  • Assistance with notice of intents
  • Salary sacrifice superannuation advice

Our services also extend to that of Self-Managed Superannuation funds. Click here to read more.

| 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:

  • Ownership structure
  • Negative and positive gearing
  • Maximising deductions
  • Depreciation
  • Capital Gains Tax
  • Structuring borrowings
  • GST and
  • Stamp Duty

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:

  • Calculating the correct cost base
  • Applying CGT Discount
  • Ensuring any exemptions apply
  • Applying CGT carried forward losses

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:

  • Complete the deceased final tax return.
  • Apply for the Tax File number of the Estate.
  • Complete the Estate income tax returns until the Estate is wound up and all assets distributed to beneficiaries.
  • Liaise with lawyers (where necessary).
  • Provide beneficiaries with the information they need to include in their own tax returns (if necessary) .
  • Where necessary calculate tax payable by the Estate.

If you have had a loved one pass away, touch base with our office to see how we may be able to help

| Why Choose Us?

Smart Tools & Tech

You’ll have access to the best tools and technology to assist us to plan, monitor and accomplish your business goals.

Success Roadmap

Your success doesn’t happen by accident, we plan it with you, then help you make it happen.

No Fee Surprises

Our fees can be agreed and fixed up front before we start work, so there’s no surprises.

Always Accessible

If on an annual package, you will have a minimum of 2 points of contact including a partner and manager. We also won’t charge for phone calls & incidental meetings.

0/5 (0 Reviews)
Scroll to Top
Call Now Button