Personal Taxation & Accounting Services

Platinum Financial Group can assist clients with the preparation and lodgement of their Individual Tax Returns.   Our skills and tax knowledge makes the tax return lodgement process as efficient, simple and easy, while maximising your tax position.

Our experienced Personal Tax team can advise clients with a wide range of needs, including assistance with:

  • Investment income, including dividends and Managed Funds
  • Rental Properties
  • Business Schedules
  • Self-Employed Contractors
  • Capital Gains Tax
  • Motor Vehicle Schedules
  • Foreign Income

Platinum Financial Group can also assist clients with personal lending requirements, including new home loans, refinancing existing loans and investment loans. Our tax knowledge ensures that loans are structured in the most tax effective manner.