Sword Advisory

Chartered Accountants

We stop you being over taxed

with our personal tax return &
tax advice servcies

Book a call back
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Personal tax return and advice meeting
//Changing rules

Completeness, complexity and accuracy are

the most common concerns when completing personal tax returns

Every year the government changes tax rule which can affect your personal tax return and advice.

Changing rules and technology add to the complexity and increase the gap in not knowing what you don't know.

Applying old rules or not understanding how the ATO define legislation affect accuracy.

The ATO is now collecting record new amounts of data regarding your financial transactions every year. These amounts are sometimes prefilled in you tax return to improve accuracy but may also not appear for for a variety of reasons.

Where there is a misalignment of data between the ATO already know and your records. The ATO may choose to apply their own figures and increase your risk of audit.

//We care

We know dealing with the ATO, even for simple things, can become frustrating

The ATO is one of the largest and most complicated entities in Australia, just getting to discuss an issue with right personal can be a navigational crises in time critical situations.

The chances are, we have already dealt with this situation before and have a known path we can travel to resolve your personal tax situation.

Becoming a licenced tax agent takes years of training and experience and as your tax accountant, our role is to deal with the ATO on your behalf so you can avoid the frustration preparing personal tax returns and just focus on the outcome.

Tax agent

Call Us

08 6169 2882

//What we do

Personal tax services include

Tax returns and tax advice on transactions and investments

Once you engage us as your tax agent, we will track your lodgements to make sure they're on time. If you make us your tax agent before the 31st October, you will automatically get a lodgement extension to the 15th of May next year.

Tax advice

Prevention is better than cure. Give us a call before a substantial transaction to see if you need more advice.

Trust and foreign income

Not all income is treated the same. Get it right and you minimise tax and avoid penalties.

Investments

Deriving income from assets or from the sale of property are complex and contain some exclusions. We make CGT events easy.

Tax returns

You can trust us to prepare Individual and sole trader tax returns with care, as if they were our own.

// you are busy or live in a remote area

Virtual tax accountant

You can come to see us at our office or you can choose to work with us online.

Video conferencing

Online ID checks available

Work with us in your time

Secure portal for document delivery

Download your reports

ATO debt assistance

3

3 Steps
for a tax return

1 You discuss and confirm the details of your personal tax return to claim all of the allowable deductions for our accountants to carefully prepare.

2 We send you a copy by email to inspect and electronically sign. This speeds up processing to get you a refund sooner.

3 The tax return is lodged and you receive notification in about 8 days from the ATO.

//Price list

Personal

Tax return

For the preparation and lodgement or personal individual tax returns. Prices start from here and are inclusive of GST.

Free 20minute meeting either before or after the preparation of the tax return.
Free
Simple tax return including employment income and employment Deductions.
$185.00
Preparation of a schedule for a rental property. Costs of preparing rental property schedules can be shared.
$231
Preparation of a schedule for a rental property. Costs of preparing rental property schedules can be shared.
 $110
Preparation of Capital Gains Tax calculation and schedule for real property.
 $308
Preparation of Capital Gain Tax calculation and schedule for shares, other equities and collectables. Starting from:
$66 
Costs of preparing rental property and CGT schedules can be shared between owners if you are all clients of Sword Advisory.  
//Price list

Sole Trader

Tax return

For the preparation and lodgement of sole trader business tax returns. Prices start from here and are inclusive of GST.

Free 30 minute meeting either before or after the preparation of the tax return.
Free
Simple tax return including preparation of a business schedule from high quality Xero bookkeeping files.
$456.50
Preparation of General Purpose Financial Statements for the financial year.
$520
Preparation and lodgement of BAS per quarter.
$165
Preparation of a schedule for a rental property. Costs of preparing rental property schedules can be shared.
$231
Preparation of a schedule for a rental property. Costs of preparing rental property schedules can be shared.
 $110
Preparation of Capital Gains Tax calculation and schedule for real property.
 $308
Preparation of Capital Gain Tax calculation and schedule for shares, other equities and collectables. Starting from:
$66 
Costs of preparing rental property and CGT schedules can be shared between owners if you are all clients of Sword Advisory.  

You will find value in our delivery of your
personal tax return and advice

Contact us to find out how easy it can be

// Our Blogs

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