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
-
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
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
Mick Sheehy
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
-
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.
Drewjmitchell .
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
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.
Karinya Interiors
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.
the latest from
our blog
- All
- Uncategorised
How to be nice (not naughty) at Christmas with tax
As we lean towards the busy time of year, Christmas, we just wanted to run though a few things tax that may affect you or your business! There is the office Christmas party to organise, gifts to buy for all the team, hampers and other Christmas gifts to give to key clients and suppliers. …
Making Additional Super Contributions
With the 2024 Financial Year coming to a close in a couple of weeks time, we just wanted to talk about additional super contributions you may want to make before June 30. If you are considering on making a contribution into your Super fund to utilize a deduction – it would be wise to do…
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…
