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
- 01
Consultation & Document Intake
A video or phone appointment to discuss your year, plus secure upload of income statements and receipts.
- 02
Review & Deduction Optimisation
We check every legitimate claim against ATO guidelines.
- 03
Preparation & Lodgement
We lodge directly with the ATO as your registered agent.
- 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
Association of Chartered Certified Accountants

CPA Australia
Certified Practising Accountant

IPA
Institute of Public Accountants

Registered Tax Agent
Tax Practitioners Board - Tax Agent 26371221

ASIC Registered Agent
Australian Securities and Investments Commission
Related services
All servicesGet 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.
