Individual Tax Returns
Individual Tax Return Accountants Brisbane, Noosa, Gold Coast, Sydney and Australia-wide
Individual tax return support
that considers your full financial picture
Your tax return is more than a once-a-year lodgement. It can reflect your employment income, investments, rental properties, capital gains, superannuation contributions and broader financial decisions.
Stonehouse Accounting provides practical individual tax return support for professionals, families, investors, retirees and clients with more complex tax affairs.
Whether you need help with your annual tax return, investment income, rental property records, work-related deductions or multiple years of outstanding lodgements, our team can help you get organised and move forward with confidence.
Personal tax return accountant for individuals, families and investors
A well-prepared tax return should be accurate, complete and supported by the right records. It should also help you understand where you stand and what you may need to prepare for in the year ahead.
Our team can assist with straightforward and more detailed individual tax returns, including income from employment, investments, rental properties, trusts, companies and superannuation pensions.
We take the time to understand your situation, explain what information is required and help you meet your tax obligations without unnecessary complexity.
Individual tax return services
Annual tax returns
Annual tax returns
Investment income
Investment income
Rental properties
Rental properties
Capital gains tax
Capital gains tax
Work-related deductions
Work-related deductions
Multiple years outstanding
Multiple years outstanding
Tax planning before 30 June
Tax planning before 30 June
Who we help
Stonehouse Accounting can assist a wide range of individual clients, including:
- Employees and professionals
- Couples and families
- Property investors
- Share and managed fund investors
- Pre-retirees and retirees
- Clients receiving trust distributions
- Clients with employee share schemes
- Clients with capital gains tax events
- Clients with multiple years of overdue tax returns
- Existing Stonehouse clients who want their accounting and financial advice teams to work together where appropriate
Tax support for investors
and rental property owners
Investment income and rental property records can add complexity to your tax return.
We can help you organise and report:
- Dividends and interest income
- Managed fund tax statements
- Investment platform tax reports
- Rental income and expenses
- Loan interest and borrowing costs
- Depreciation schedules
- Repairs and maintenance
- Property management fees
- Capital gains tax events
- Records needed to support your claims
Where you are also receiving financial advice from Stonehouse Wealth Management, our accounting team can work with your adviser, with your consent, to help keep your tax and investment information coordinated.
Capital gains tax reporting
Selling an investment can create a capital gains tax event. This may include the sale of shares, managed funds, property, crypto assets, business interests or other investments.
Stonehouse Accounting can help you review the information required, calculate the taxable capital gain or loss and include the correct details in your tax return.
Common CGT events we assist with include:
- Sale of shares
- Sale of managed funds or ETFs
- Sale of investment properties
- Investment platform disposals
- Crypto asset disposals
- Inherited assets
- Partial disposals or portfolio changes
If you are considering selling an asset, it may be worth seeking advice before the transaction occurs, particularly where timing, ownership structure or broader financial planning issues may be relevant.
Work-related deductions and record keeping
Many clients are unsure what they can claim and what evidence is required. We can help you work through your work-related expenses and identify the records needed to support your tax return.
This may include:
- Home office expenses
- Phone and internet
- Professional memberships
- Work-related travel
- Tools and equipment
- Uniforms and protective clothing
- Training and education expenses
- Motor vehicle expenses, where relevant
We will guide you on what is appropriate for your circumstances and help you avoid unsupported claims.
Behind on your tax returns?
We can help you get back on track
Falling behind with tax lodgements can feel overwhelming,
particularly if more than one year is outstanding.
Stonehouse Accounting can help you work through the process one step at a time. We will help identify what information is needed, prepare the outstanding returns and support you in dealing with the ATO where required.
Tax planning before 30 June
Good tax planning usually happens before the end of the financial year, not after it.
Where appropriate, we can help you consider matters such as:
- Expected taxable income
- Investment income
- Capital gains and losses
- Deductible expenses
- Superannuation contribution opportunities
- Timing of certain income or expenses
- Rental property records
- Trust distributions
- Record keeping before year end
Where personal financial advice is required, we can work with Stonehouse Wealth Management so you receive advice from the right professional.
Accounting and financial advice working together, where appropriate
Stonehouse Accounting provides accounting, tax and individual tax return services.
Stonehouse Wealth Management provides licensed financial advice, including advice on superannuation, retirement planning, investment strategy, insurance and broader financial planning.
If you use both services, our teams can work together with your consent. This may help reduce duplication, improve communication and give your professional team a clearer view of your circumstances.
Stonehouse Accounting does not provide personal financial advice. Where you require financial product advice, we can refer you to a licensed financial adviser within Stonehouse Wealth Management.
How it works
1. Book a consultation
Tell us what you need help with, including whether your tax return is straightforward, investment-related, property-related or overdue.
2. We confirm what information is needed
We will let you know what documents, reports and records are required to prepare your return.
3. We prepare your tax return
Our team prepares your return, asks questions where needed and reviews the information before lodgement.
4. You review and approve
We provide your return for review and confirmation before it is lodged.
5. We lodge with the ATO
Once approved, we lodge your tax return and let you know what to expect next.
What information may be required
The information needed will depend on your circumstances. Common items include:
- Income statements
- Private health insurance statement
- Bank interest details
- Dividend statements
- Managed fund tax statements
- Investment platform tax reports
- Rental property income and expenses
- Loan interest statements
- Capital gains tax records
- Work-related expense records
- Motor vehicle logbook or records, if relevant
- Donations
- Income protection insurance premiums
- Prior year tax return, if you are new to Stonehouse Accounting
- ATO correspondence, if relevant
Individual tax return FAQs
Yes. You do not need to be an existing Stonehouse Wealth Management client to use Stonehouse Accounting.
Yes. We can assist with reporting dividends, interest, managed funds, investment platform tax statements and capital gains tax events.
Yes. We can assist with rental income, property expenses, loan interest, depreciation schedules and capital gains tax where relevant.
Yes. We can help you work through overdue tax returns and identify what information is needed for each year.
Yes. Where appropriate, we can assist with tax planning discussions before the end of the financial year. If personal financial advice is required, we can refer you to a licensed financial adviser.
Yes, with your consent. If you are also a Stonehouse Wealth Management client, your accountant and adviser can work together where it is helpful and appropriate.
Yes. We can assist clients in person, by phone or by video meeting, depending on your needs and location.
Stonehouse Accounting provides accounting and tax services. Personal financial advice is provided separately by licensed financial advisers through Stonehouse Wealth Management.
Need help with your individual tax return?
Whether you need help with tax, business accounting, SMSF administration or ongoing compliance, we would be pleased to speak with you.
