PERSONAL TAX RETURNS

GET THE MOST OUT OF YOUR TAX RETURN AT A TIME WHEN YOU NEED IT MOST.

ACHIEVING THE BEST POSSIBLE TAX RETURNS FOR INDIVIDUALS

Book your virtual tax appointment here and let us help you maximise your claims.

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ACHIEVING THE BEST POSSIBLE TAX RETURNS FOR INDIVIDUALS

Maximise your tax refund and make the most of your eligible deductions with expert tax services.

Your circumstances are unique and so are your tax entitlements. That’s why we offer personalised tax services that consider all aspects of your situation. Especially if you’ve been working at home or had your normal role altered due to COVID-19, there are likely some additional deductions available to you that you may not be aware of. Chat with our expert tax consultants to find out everything you’re entitled to claim and get more cash back at tax time.

Download your free tax planning checklist to make sure
you don’t miss out on any eligible deductions.

Personal Tax FAQ’s

How much will it cost for you to prepare and lodge my tax return?

Tax preparation and lodgement is tailored to each individual and their requirements. We work with you to ensure you will receive the maximum return and to ensure your return is compliant. Speak to us today with no obligation or fee in our free 15-minute consult.

Can I have your fee taken from my tax refund?

Yes, if you would like for our service fees to be deducted from your refund, we can arrange for this to happen. Please notify your accountant when they prepare your return. If you’re in a tax payable position, we will require payment upfront.

I have been working from home. What kind of deductions am I entitled to?

While working from home, you may be eligible to claim certain deductions that are directly related to your work. These items are not universal and need to be discussed to ensure you are eligible to claim. For more information on what items you may be able to claim while working from home, please contact us on 1800 618 800 or email us at admin@simmonslivingstone.com.au. We offer a complimentary 15-minute consult to support you.

How long will it take to receive my refund?

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 approximately 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.

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.

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