Get your individual tax return done properly, with clarity on what you can claim and confidence you’re not overpaying tax in Australia.
An individual tax return isn’t just “lodging a form” — it’s making sure your income, deductions, and offsets are handled correctly, and your risk is managed if the ATO ever asks questions. We help Melbourne clients get their return lodged accurately, claim what they’re entitled to, and avoid the common mistakes that trigger delays, amended returns, or ATO follow-ups. If your income is straightforward, we keep it simple. If it’s complex, we make it clear.
IS THIS RIGHT FOR YOU?
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You’re unsure what you can actually claim (and what will get you into trouble if you claim it).
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You have more than one income stream (PAYG + side business, investments, trusts, or contract work).
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You bought or sold shares/crypto/property and don’t want to guess the capital gains tax side.
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You work from home and want to claim correctly without pushing it.
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You’ve received an ATO letter, an amendment notice, or you’re worried past returns weren’t done right.
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You’re planning a property purchase or refinance and need your tax position to support lending (without “creative accounting”)
HOW IT WORKS
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Quick intake + checklist
We send a simple checklist so we get the right info upfront (income, deductions, assets, and anything unusual). -
We review and clarify the grey areas
If anything looks like it could be incorrect, risky, or missed, we ask the questions that matter — before lodging. -
Tax strategy built into the return
We make sure you’re using the rules properly (deductions, offsets, work-related claims, depreciation where relevant). -
Lodgement + outcome explained
We lodge your return and explain the result in plain English — refund, payable, timing, and what drove it. -
Forward plan (optional, but valuable)
If your situation is changing (new job, investments, property, business), we outline what to do now to improve next year’s outcome.
WHAT MAKES US DIFFERENT
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Advice-first, not “just lodge it” → we look for errors, missed deductions, and risk points instead of rushing a quick submission.
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Finance + tax under one roof → if you’re buying a home or investment property, we can align your tax return with what lenders actually assess.
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Risk-aware claims → we’ll tell you when a claim is weak, not just tick the box and hope for the best.
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Melbourne-based and practical → local context, clear communication, and a focus on outcomes (not accounting jargon).
Frequently asked questions
How long does an individual tax return take?
If everything is straightforward and documents are ready, we can often turn it around quickly. More complex returns (investments, CGT, trusts, multiple properties) take longer because accuracy matters. We’ll tell you upfront what’s needed and what the likely timing is.
What can I claim without getting into trouble?
Generally, claims need to be directly related to earning your income and supported with records. The biggest issues we see are over-claimed WFH expenses, mixed personal/work purchases, and poor substantiation. We’ll help you claim what’s legitimate and avoid the stuff that doesn’t hold up.
Do you help with capital gains (shares, crypto, property)?
Yes. CGT is one of the most common areas where DIY returns go wrong — especially with crypto, frequent trades, or partial sales. We’ll calculate it properly and make sure it ties back to the right records.
What if I haven’t lodged in a few years?
That’s more common than you’d think, and it’s usually fixable. We’ll map out what’s outstanding, what information is needed, and the cleanest path to getting up to date (including dealing with ATO notices where relevant).
How much does it cost?
It depends on complexity — a basic PAYG return is different to one with investments, CGT, rental properties, or multiple income streams. We’ll give you a clear price before we start, so there are no surprises.
Next Step
If you want your tax return done properly — with clear advice, sensible claims, and confidence it’ll stand up if questioned — book a quick strategy session. We’ll confirm what’s needed, how long it’ll take, and what you can expect from the outcome.
Chat with DFG today
Booking in a quick call doesn't cost you anything.