Personal Services

Annual Income Tax Return


We assist you with the preparation and lodgment of your annual income tax return and lodgment. During this process our team conduct a thorough assessment of your current tax position and can provide advice regarding applicable deductions, tax strategies and management of tax obligations from year to year. 


Reach out to the team to see how we may be able to assist with your individual taxation needs.

Rental Property


We have the expertise required to assist you in a variety of areas relating to residential and commercial property.


The services we offer include:


  • Tax advice on purchasing a property
  • Assistance with your funding requirements
  • Guidance on tax minimisation
  • Advice on ownership structure
  • Capital gains tax calculations

Investments & Tax Advice- Property, Shares, Crypto


The profits or returns you make may become part of your income for tax purposes. Many expenses you incur relating to your investments are deductible – for example, interest on money you borrow to buy shares.


Australian residents for tax purposes are taxed on their worldwide income. There are tax implications you need to be aware of when you obtain, own or dispose of investments regardless of if they are in Australia or overseas. Understanding how tax works for your investments helps ensure you don't pay more tax than you need to.


With experience spanning many types of investments including property, shares and crypto contact us today to discuss both the tax benefits and implications that can occur during the lifespan and management of your investments.


Estate Planning


Estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.


For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.


The executor and trustee of a will are required to perform a number of duties. We have experience in estate planning and can guide you on the various elements in fulfilling these duties.


The areas in estate administration that we can assist with include:


  • Meeting to discuss objectives for your estate
  • Confirming assets - Valuations, inventories, and appraisals
  • Liaising with your Estate Planning solicitor
  • Advice around structures to protect your assets
  • General assistance in Estate adminstration 

Financial Planning


Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.


Through our network of trusted advisors we can help introduce an advisor suited to your needs to discuss your financial options and provide a three-stage service in financial planning that includes:


  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management


A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few. Call us today to arrange a no obligation introduction.

Superannuation


The Government encourages Australians to take responsibility for and reach their financial retirement goals. Your super is your future, and the choices you make today will help shape your lifestyle in retirement. 


Contact us now for a general discussion regarding taxation and your superannuation benefits. 

Financing


A wide range of financing options exist each with their pros and cons. At KWA we have the relationships to refer you to the right person with the right experience to secure the best financing option for your personal and financial goals.


Discuss your financing needs with our team today.

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