01

Individual

Tax returns for individuals, prepared carefully and lodged on time. We work through every income source, deduction and offset so the return reflects your actual position.

Straightforward returns are welcome, and so are the more involved ones with several income sources, investments or a few years to catch up on.

Read more about individual tax returns

What this covers

  • Salary, wages and multiple income sources
  • Work related deductions and offsets
  • Dividends and other investment income
  • Prior year and outstanding returns
02

SMSF

Services for self-managed super funds, from setting the fund up to the accounting and compliance it needs every year.

We prepare the fund's accounts and annual return, and coordinate the independent audit every SMSF is required to have, so the fund stays on track with its obligations.

Read more about SMSF accounting

What this covers

  • Fund setup with an individual or corporate trustee
  • Bare trust setup
  • Annual accounts and SMSF annual return
  • Independent audit coordination
  • Ongoing compliance
03

Company Accounting & Compliance

Accounting for companies from incorporation onwards, covering financial reporting and the tax obligations that come with running a company.

We keep the compliance side current so directors can concentrate on the business, and raise anything that needs attention before it becomes a problem.

Read more about company accounting and compliance

What this covers

  • Company incorporation and setup
  • Annual financial statements
  • Company tax returns
  • FBT returns
  • Division 7A agreements
04

Not-for-Profit Organisations

Accounting for not-for-profit organisations, where reporting requirements and governance expectations differ from a standard business.

We help with the financial reporting, grant acquittals and compliance that funders, members and regulators expect.

Read more about not-for-profit accounting

What this covers

  • Monthly accounting
  • Financial reporting
  • Grant acquittals
  • BAS and IAS lodgement
  • Governance support
05

Bookkeeping, BAS & IAS

Bookkeeping that keeps your records accurate, with business and instalment activity statements prepared and lodged on schedule.

GST, PAYG withholding and instalments are reported correctly, and where lodgements have fallen behind we work through the backlog.

Read more about bookkeeping, BAS and IAS

What this covers

  • Bookkeeping and reconciliations
  • BAS preparation and lodgement
  • IAS preparation and lodgement
  • GST and PAYG reporting
  • Overdue lodgement catch up
06

Business Advisory

Practical financial guidance for business owners, looking at how the business is performing and what the numbers say about the decisions ahead.

That includes budgeting, forecasting and growth planning, and for new businesses, getting the structure and registrations right from the start.

Read more about business advisory

What this covers

  • Financial performance review
  • Budgeting and forecasting
  • Growth planning
  • Business structure and new business setup
07

Capital Gains Tax Management

Advice on the capital gains tax consequences of selling or disposing of assets, including property, shares and business assets.

We look at the exemptions and concessions that may apply before a disposal, while there is still room to plan, as well as reporting the gain correctly afterwards.

Read more about capital gains tax

What this covers

  • Asset disposals
  • CGT exemptions and concessions
  • Planning ahead of a sale
  • Reporting capital gains and losses
08

Investment Property

Accounting for investment properties, with rental income reported correctly and the deductions that go with it claimed properly.

That covers interest on investment loans, depreciation claims and the records you will need when a property is eventually sold.

Read more about investment property tax

What this covers

  • Rental income reporting
  • Interest deductions
  • Depreciation claims
  • Property expense records
09

Cryptocurrency & Share Trading

Accounting for people who trade cryptocurrency or shares, where the number of transactions makes accurate record keeping essential.

We make sure disposals are captured and reported in line with ATO requirements, whether you trade occasionally or frequently.

Read more about crypto and share trading tax

What this covers

  • Cryptocurrency transactions
  • Share and CFD trading
  • Record keeping
  • ATO reporting

Fees

Clear pricing, agreed upfront.

Fees depend on the work involved, so we set them out before we begin rather than after. Once we understand what you need, you will have a clear figure and know exactly what is included.

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Get in touch

Let's get your tax sorted.

Whether you're lodging your tax return or looking for ongoing business support, GBTax is here to help.

Send an enquiry and we'll come back to you to arrange a time, or email info@gbtax.com.au.