CLARITY. CONFIDENCE. COMPLIANCE.

Maximize your refund. Minimize your stress.

Individual Tax Returns (Personal Income Tax)

We prepare and lodge your individual tax return accurately and on time, making sure every allowable deduction is claimed. Whether you're a full-time employee, casual worker, or have multiple income streams, we ensure that your return is compliant with ATO standards.

We handle:

  • PAYG (Pay As You Go) income

  • Centrelink or government payments

  • Work-related deductions (e.g. uniforms, car expenses, tools)

  • Work-from-home expense claims

  • Multiple jobs or income sources

  • HECS/HELP debt implications

📌 Bonus: Free review of your previous year’s return to identify missed deductions.

Investment Property Tax & Negative Gearing

Own property? We’ll help you claim it right.

Owning a rental property comes with several tax benefits—but only if claimed correctly. We help you maximize your investment return while ensuring full compliance with property-related tax laws.

We assist with:

  • Rental income & expense reporting

  • Depreciation schedules (via Quantity Surveyor partners)

  • Negative gearing strategies

  • Capital gains tax (CGT) on property sale

  • Borrowing expenses & interest deductions

  • Property co-ownership or joint ownership tax planning

🔍 We’ll also advise if your property qualifies for any tax offsets or rebates.

Tax Planning & Advice

Strategic advice before June 30 can save you thousands.

Don’t wait until tax time to think about tax. Our proactive tax planning services help you manage your income, expenses, and investments throughout the year so you’re not hit with surprise tax bills.

We provide:

  • End-of-Financial-Year (EOFY) tax planning

  • Income deferral or timing strategies

  • Investment structuring to reduce tax

  • Superannuation contribution advice

  • Tax-effective salary packaging

  • Advice on tax implications of life events (e.g. marriage, children, inheritance)

📅 Best booked between March and June.

Capital Gains Tax (CGT) Advice

Selling shares, property, or crypto? Know your CGT obligations.

CGT can apply to the sale of almost any asset—property, shares, crypto, or even collectibles. We calculate your CGT liability, advise on available discounts, and help you structure future sales to reduce tax.

We advise on:

  • CGT on property sales

  • CGT on shares and managed funds

  • Cryptocurrency gains and losses

  • Applying the 50% CGT discount

  • CGT rollover relief and exemptions (e.g. main residence rule)

📌 We’ll also explain how holding periods and timing affect your tax outcome.

steadfast accountants consultant

Amendments & ATO Reviews

Need to fix a return or dealing with the ATO? We’re in your corner.

Mistakes happen—and the ATO notices. Whether you need to amend a previous return or have received an ATO letter or review notice, we help you respond quickly and accurately.

We handle:

  • Amendments to previous tax returns

  • ATO letters, queries, or audits

  • Objections to ATO decisions

  • Payment plan negotiations

  • Voluntary disclosures to avoid penalties

⚖️ We take care of the paperwork—and represent you if needed.

Contractor & Freelancer Tax

Independent worker? We’ll make sure you’re not overpaying tax.

If you’re self-employed or work under an ABN, your tax situation is more complex than a regular employee. We help you claim all legitimate expenses, meet your quarterly obligations, and plan ahead for tax bills.

We help with:

  • ABN registration and setup

  • Income tax return and BAS lodgements

  • Deduction tracking (laptop, home office, subscriptions, travel)

  • Superannuation for sole traders

  • Personal services income (PSI) rules

📅 Perfect for Uber drivers, consultants, creatives, and tradies.

Superannuation & Retirement Tax Advice

Planning retirement? We’ll help you transition tax-effectively.

Moving into retirement or accessing your super can have big tax consequences. We offer guidance to ensure your financial future is tax-smart and fully compliant.

We cover:

  • Tax-free thresholds for seniors

  • Superannuation withdrawal tax rules

  • Transition-to-retirement (TTR) strategies

  • Account-based pension setup

  • Inheritance & estate tax considerations

👴 We make retirement planning simple and safe.

High Net-Worth & Complex Tax Situations

More income, more assets? We’ll manage the complexity.

From multiple investments to overseas income, we manage complex tax matters for individuals with diversified portfolios or high incomes.

We advise on:

  • Multi-property portfolios

  • Dividend and trust distributions

  • Family trust beneficiary returns

  • Foreign income and tax residency

  • Structuring income to reduce tax

  • Wealth preservation strategies

🌍 We work with your financial planner or lawyer for a coordinated approach.

  • Dr. Mohit Pandit
    Their tax advice was not only clear and practical but also deeply thoughtful. They helped us navigate a complex regulatory issue while staying true to our brand values. It felt more like a partnership than just a service.
    Dr. Mohit Pandit
    Founder, The Marketing Doctor
  • Nathan S.
    They brought our vision to life with such attention to detail and authenticity. We’ve worked with other accountants before, but no one captured our  voice and values like this. The whole experience was seamless, collaborative, and genuinely inspiring.
    Nathan S.
    Founder, Culture & Threads Apparel
  • Angela R.
    Working with this team was a game-changer for our company. Their strategic insight and data-driven approach helped us restructure our finance and compliance workflows, leading to measurable growth. We finally feel confident in our direction and decision-making.
    Angela R.
    CMO, Fintech Startup