Individual tax returns

Salary and wage earners, rental property owners and people with income from overseas.

A tax return is rarely just a form. It is a year of payslips, rental statements, share sales and receipts, and the deductions you are entitled to are only as good as the records behind them.

Babu prepares and lodges individual returns personally. He looks at your whole situation, asks the questions that uncover deductions people miss, and makes sure everything claimed can be backed up if the ATO ever asks.

What we prepare and advise on

Income tax returns: Preparation and lodgement of your annual return, including a review of every deduction you can legitimately claim.
Rental property schedules: Rental income and expenses, interest, depreciation and the records you need to keep for each property.
Capital gains: Working out gains and losses on shares, crypto and investment property, including discounts and cost base records.
Foreign income and residency: Advice on your tax residency status and how overseas income, pensions and assets are treated in Australia.
Salary packaging: Guidance on salary packaging arrangements so you understand the tax effect before you sign.
Late and amended returns: Bringing overdue years up to date and correcting earlier returns when something was missed.

Who this is for

Employees who want every legitimate deduction claimed
Property investors with one or several rentals
New arrivals and Australians with income from overseas
Anyone behind on past lodgements

Questions about individual tax returns

When is my individual tax return due?

If you lodge yourself, the usual due date is 31 October. If you are on a registered tax agent's client list before 31 October, you can generally access later due dates through the agent lodgement program. Contact us before 31 October so we can add you to our list.

Can I send my documents without coming in?

Yes. Most clients send documents by email or WhatsApp and we go through the return over the phone. You are also welcome to meet Babu at our Bella Vista or Holder office.

I have a rental property. What records do I need?

Your property manager's annual statement, loan interest statements, council and water rates, insurance, repair invoices and any depreciation schedule. Our tax return checklist lists everything in one place.

Guides on individual tax returns

Individuals

Tax return due 31 October? How a registered tax agent can give you more time

The 31 October deadline applies if you lodge yourself. Here is how the tax agent lodgement program works, who qualifies, and what to do before the cut-off.

20 October 20264 min read

Property

Rental property deductions: what you can claim, and what the ATO looks at

A practical guide to rental property deductions in Australia: interest, repairs versus improvements, depreciation, and the records the ATO expects investors to keep.

17 October 20266 min read

Individuals

Working from home deductions: fixed rate vs actual cost method

How the ATO's two working from home methods compare, what each covers, and the records you must keep to claim either one.

14 October 20265 min read

Talk to Babu about your tax

Book an appointment at Bella Vista or Holder, or send your question on WhatsApp and get a reply from the person who will do the work.

Book an appointment Message on WhatsApp

Prefer to call? 0434 123 701