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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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
Peter Sack
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
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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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
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
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
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
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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…
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…
