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
  • 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

    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

    For over 20 years I have been using Knox Taxation and wouldn't go anywhere else. I always enjoy my yearly catch up with Coral and her team. Very prompt in preparing tax returns and all matters relating to running my small business. Excellent service all year round.

    thumb Karinya Interiors
  • 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.

    thumb John Peterson

    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!

    thumb Chad G

    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 .

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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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…

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