Individuals & Retirees
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
It’s All About Family
- Superannuation Accounting, Reporting & Tax Returns
- Family Trusts & Structures
- Debt Reduction Strategies
- Divorce Settlements & Tax Implications.
- Accessing Superannuation
- Managing Investments
- Deceased Estates
TO US, YOU’RE
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
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!)
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.
Haven't been with Knox all that long, but Coral and team have been amazing. I'm also not overly savvy with the numbers so Coral is always happy to explain and guide which has been greatly appreciated. Would highly recommend anyone to give Knox Taxation a try, you won't regret the decision.
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!!
Knox Tax and Business Advisory were critical to the establishment of the business and structure at start-up. Their continued diligence, professionalism and customer service has made on-going business administration and completion of compliance obligations a straight forward and streamlined process. Peter Sack Managing Consultant VISTECH Consulting