TAX PLANNING

MAXIMISE YOUR TAX CLAIMS AND GET MORE MONEY BACK IN YOUR POCKET.

BOOSTING TAX CLAIMS FOR INDIVIDUALS AND BUSINESSES

Looking for a simpler solution to tax planning? We’re here to help!

BOOSTING TAX CLAIMS FOR INDIVIDUALS AND BUSINESSES

Understand everything you’re entitled to claim and receive more cash back at tax time.

Regardless of whether you’re an employee, a sole trader, a company or a trust, planning for tax time can be confusing. But it doesn’t have to be. Our tax experts are here to help you claim every dollar you’re entitled to, while making the lodging process quick and simple. With over a billion dollars going unclaimed every financial year, make sure you’re maximising your returns with your local tax experts at Simmons Livingstone & Associates.

Our Tax Planning Services

Personal Tax

As an employee, it’s not always clear what you can claim on tax. To make sure you’re always getting the most out of your return, our team of tax specialists will help you understand your entitlements and organise your receipts for a smooth tax lodgement process.

Sole Traders & Partnerships

Whether you’re a sole trader or in a partnership, understanding how to claim and what concessions are available can become time-consuming. With the help of our team, we’ll work with you to uncover all deductions you’re eligible to claim and work closely with you to boost your return.

Companies & Trusts

Simplify the intricacies of corporate tax planning with a complete solution encompassing returns, bookkeeping, BAS, PAYG and STP. Understand your liabilities and uncover opportunities to boost your tax refund with a team of tax experts dedicated to helping your business grow.

Why choose Simmons Livingstone & Associates?

To us, it’s personal

We won’t just give you generic guidance and send you on your way. The two most important components of our business is our staff and clients, so we always put them first.

We’re proactive

Whether it’s keeping clients informed of tax changes or spotting opportunities for growth for our clients, we’re always looking for ways to improve.

One-stop-shop

At the end of the day, we’re here to help you achieve financial goals - whatever they may be. We do this by getting to know you and your situation, then helping you in whatever way you need.

We really listen

Everyone has a different definition of financial success. That’s why we really listen to our clients, so that every recommendation is aligned to your own unique goals.

Tax Planning FAQ’s

What information do you need to help me with tax lodgement?

Individual circumstances (i.e. whether you are a small business, individual, corporate, partnership, sole-trader etc.) will dictate the information we require to lodge a tax return on your behalf. To find out what information we require, please contact us on 1800 618 800 or at admin@simmonslivingstone.com.au for an obligation-free 15-minute consult.

How long will it take for my refund to appear in my account?

Electronic returns are normally processed within two weeks. Paper returns are processed manually, taking up to 10 weeks.

The ATO will process your return and issue a notice of assessment telling you if you’re entitled to a refund or that you have a tax debt to pay. ATO processing time is normally 14 days.

If you have a myGov account linked to the ATO, your notice of assessment will be sent to your myGov Inbox. You will receive an email or SMS from myGov telling you when to check your myGov Inbox.

Sometimes, returns take longer to process than the timeframes listed above. Returns can be delayed for a number of reasons. Some of the most common reasons are:

  • you have recently lodged tax returns for previous years
  • you currently have a debt with the ATO
  • you are under an insolvency administration, for example, bankruptcy or debt arrangement
  • the Australian financial institution account details associated with your return changed during processing
  • information needs to be checked with other Australian Government agencies such as Services Australia including Centrelink, Child Support or Family Assistance Office
  • information you have provided needs to be verified, including spouse details and private health insurance information or cross-check the information.

How will COVID-19 impact personal tax returns?

If you have been eligible to receive funds as part of the stimulus package, you will need to ensure these are included in your claim.

Enquire Now

Our Accreditations