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
  • 5 star review  Coral and her team are fantastic to deal with. Very professional, courteous and patient. Would highly recommend Knox Taxation to any of my friends or family

    thumb Mick Sheehy

    5 star review  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!!

    thumb mick falvey

    5 star review  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

    thumb Peter Sack
  • 5 star review  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.

    thumb Drewjmitchell .

    5 star review  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!!

    thumb Samuel Heynemann

    5 star review  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!)

    thumb Gill searle

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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