Individuals & Retirees
Our Services
Your Lifecycle
Starting Your Career
- Tax Planning
- Individual Tax Return Lodgement
- Help with setting a budget
In Your Prime
- Foreign Income
- Help with Planning & Budgeting for Investments
- Property
- Shares
- Other
It’s All About Family
- Superannuation Accounting, Reporting & Tax Returns
- Family Trusts & Structures
- Debt Reduction Strategies
- Divorce Settlements & Tax Implications.
Retirement
- Accessing Superannuation
- Managing Investments
- Deceased Estates
TO US, YOU’RE
LIKE FAMILY…
At Knox Taxation and Business Advisory, we also cherish a large base of individual tax clients.
Our goal is provide value no matter your background, occupation or salary. We also strive to build long-term relationships, rather than treating you like a transaction or number.
Many accountants are not interested in servicing individuals, but we’re not like other Accountants…
Instead, we provide a caring and personalised service to help you legally minimise your Personal Income Tax liability, by implementing tax-effective strategies.
We think beyond your Tax Return and make suggestions to assist you in taking care of your family’s financial situation, alongside your own.
For client appointments, we’re happy to conduct a face-to-face catch up because it allows us to gain the best possible understanding of:
- Your needs
- A typical day in your shoes and
- Additional claims you may be entitled to
The face-to-face contact is also a great way to have a general chat about:
- Negative gearing and tax implications on investment properties and shares
- Insurances (eg. Income Protection)
- Estate planning and wills (especially with blended families).
- Ways to maximise your claims and tax refunds
Under our guidance and advice, many of our clients have realised their potential to:
- Run their own businesses
- Purchase an investment property
- Set-up and effectively run Self-Managed Super Funds
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I always need my hand held walking through my tax affairs. The people at Knox Taxation , from the reception desk on to the lovely person who does my tax, do just that. Courtesy Professionalism and with lovely welcoming atmosphere. These people know their job!!
mick falvey
Coral and the team at Knox Tax have been incredible. Helping me through some tough times in regards to my business. But not only this, the personal support received from Coral and team has been amazing. They are not just numbers and tax people, they are humans and treat their customers with kindness, empathy and respect. I would highly recommend Knox Tax.
Jacqui Graham
I have used Knox Taxation Services for both my individual and my small business finances, over the past 20 years. I highly recommend their services and staff to everyone. If you are looking for experienced, professional and friendly service, this is the place for you. Thanks Coral and Staff for your fabulous work over the years (and more to come!)
Gill searle
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This is a great accounting firm. Great team and excellent customer service. No task is too big or too small for them. They do not treat you like a number, you are a valued customer. I highly recommend Coral and the team.
John Peterson
The Knox Taxation team provide excellent advice and have been extremely supportive. Most pleasing is their quick followup for any questions or concerns and they are always happy to help out!!
Samuel Heynemann
The staff at Knox tax have been fundamental in the growth of our wealth. Their insight into the world of tax is truly outstanding. I highly recommend their professional services!
Chad G
GET READY FOR YOUR NEXT APPOINTMENT
Please use our interactive checklist to guide you through your Tax Return, and bring this with you when you come and see us.
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Fringe Benefits Tax – does this apply to you?
As we find ourselves in the midst of the FBT season, we wanted to chat about what FBT is, and if this applies to you! Fringe Benefits Tax (FBT) is tax that is paid by employers to cover certain benefits provided to their employees. Please note, this is separate to Income Tax. What…
Superannuation is Due for the September 2023 quarter
This is just a reminder, for anyone that has employees, that the Superannuation for the September 2023 quarter is due! It is a legal requirement to pay super for eligible employees, so please read the information below on requirements and due dates. Please see due dates for superannuation below: If you are processing superannuation…
Working From Home – how to log your hours for the 2024 Year
The Australian Taxation Office have changed the way taxpayers claim deductions for costs incurred when working from home. Taxpayers can choose one of two methods to claim working from home deductions. The methods are: Actual Cost Method Fixed Rate Method While the “Actual Cost Method” hasn’t changed from previous years, the “Fixed Rate…
