Tax Returns & Planning

Individual Tax Return Preparation, Anywhere in Australia

Accurate, ATO-compliant tax returns for employees, sole traders, and investors, prepared by a registered tax agent over video or phone, not an algorithm.

Overview

Why a Registered Tax Agent Beats DIY Software, Wherever You Live

MyTax and other DIY tools can process a return, but they can't tell you whether a work-related deduction is defensible under ATO guidelines, whether your side income needs declaring differently, or whether you're eligible for an offset you didn't know existed.

As a registered tax agent under the Tax Agent Services Act 2009, we take on legal responsibility for what's lodged. A video call covers the same ground a face-to-face appointment would, and documents move through a secure portal rather than sitting in an email inbox.

What We Cover

  • PAYG employee tax returns, including multiple employers and government payments
  • Sole trader and side-hustle income (rideshare, trades, online selling)
  • Rental property and investment income schedules, wherever the property is located
  • Work-related deduction reviews (vehicle, tools, uniforms, home office, self-education)
  • Capital gains tax on shares and investment property disposals
  • Prior-year and overdue tax return catch-up lodgement

Commonly Missed Deductions

Common ATO audit triggers for individuals include work-related expense claims well above occupation averages without records, rental property deductions inconsistent with reported income, and cash-in-hand income not declared alongside lifestyle indicators. The ATO generally requires substantiating records to be kept for five years from lodgement.

  • Home office running costs, relevant to anyone working hybrid or fully remote
  • Union and professional association fees
  • Income protection insurance premiums (outside super)
  • Self-education expenses directly connected to current employment
  • Low-value pooling for work equipment

General information only, not personal tax advice. Your circumstances determine what applies to you: speak with us directly.

How it works

Our Process

  1. 01

    Consultation & Document Intake

    A video or phone appointment to discuss your year, plus secure upload of income statements and receipts.

  2. 02

    Review & Deduction Optimisation

    We check every legitimate claim against ATO guidelines.

  3. 03

    Preparation & Lodgement

    We lodge directly with the ATO as your registered agent.

  4. 04

    Confirmation & Planning

    We confirm your outcome by phone or email and flag anything to track for next year.

Who it's for

Suited To

  • PAYG employees anywhere in Australia
  • Tradies and contractors with mixed employee/sole trader income
  • Rental property investors, including those with property in a different state to where they live
  • Multiple-income earners (side hustles, rideshare, second jobs)

FAQs

Individual Tax Return Questions

  • ACCA logo

    ACCA

    Association of Chartered Certified Accountants

  • CPA Australia logo

    CPA Australia

    Certified Practising Accountant

  • IPA logo

    IPA

    Institute of Public Accountants

  • Registered Tax Agent logo

    Registered Tax Agent

    Tax Practitioners Board - Tax Agent 26371221

  • ASIC Registered Agent logo

    ASIC Registered Agent

    Australian Securities and Investments Commission

Get Your Tax Return Done Right, No Matter Where You Live

Call +61 403 868 231 or email Info@bennassociates.com.au: a registered tax agent for individuals across Australia.