Personal Tax

Our service is not just about completing your tax return.  As part of our discussions, we check in on you and your specific tax and financial circumstances.

We will make sure you are claiming all the deductions available to you if you own a rental property. If you live outside of Adelaide in a special zone we will make sure your zone offset is accessed.

Think of us as the tax nerd who can give you all the answers you need and will advise you on options you didn’t even know existed.

In our yearly tax review, many of our clients like to discuss the impact of forward decisions such as:

  • the impact of salary sacrifice
  • the tax implications of borrowing to invest
  • good debt versus bad debt and gearing for tax minimisation
  • allowable deductions for specific occupations

Our taxation accountants are professionally qualified and continually train in new tax legislation, so they are fully equipped to answer any burning questions you may have.

You may also like to combine your tax meeting with one of our Financial Advisers or Lending Manager.  We offer a fully integrated service here at Crosby Dalwood and can offer both lending and financial planning services. If you feel you have reached a crossroads in life where you could benefit from either of these services, just mention this to our friendly receptionists when you make your tax appointment and they will book you a double appointment.

Our personal tax service includes a meeting with your accountant here on the fringe of Adelaide CBD.  We have more than sufficient client parking under our brand new premises, which will make your interview enjoyable and hassle free.

For our clients who are not located within an easy distance of Adelaide or are time poor, we can also offer our personalised service via phone or skype, our online portal and email.

We like to do business your way.