Your Tax

Working out your tax return should be stress-free – Moiler Partners can help you minimise your tax so you can spend your time doing the things you love!

Some of the factors we take into consideration at tax time on your behalf include:

• Pre June 30 tax planning
• Business versus personal income
• Ensuring all entitled deductions are claimed
• Capital gains issues
• Fringe benefits
• Asset purchase timing
• Investment properties and interest payments
• Business tax planning
• Superannuation

Before you come in to see us at tax-time, download our tax return checklist below. This will ensure you bring in everything we need to complete your tax return quickly and easily. The checklist will also guide you through the tax documentation process. 

Individuals checklist Small business checklist

Estate Planning
We also offer help with estate planning services. A small amount of initial planning can make an enormous difference for loved ones. Getting good advice early makes a lot of sense.

We can help you with:

• Minimising taxation when distributing your estate
• Lowering tax for your dependents on death using Testamentary Trusts
• Review of your needs in relation to wills, enduring powers of attorney, and wealth protection
• Review of your affairs to consider security, control, and inheritance