Income records
Review salary, allowances, interest, dividends, distributions, government payments and other reportable income.
Individual tax returns
Individual tax returns prepared with the details checked.
Oceania ANZ helps individuals organise income, deductions, investments, rental property and other tax records, then explains what is included before the return is lodged.
A clear starting point
A practical appointment for straightforward and more involved returns.
The information needed depends on your circumstances. Salary and wages may be simple, while investments, property, sole trader income, overseas interests or capital gains usually require supporting records and a closer review.
What we cover
The records and decisions to get clear first.
Work-related deductions
Check expenses against substantiation requirements and the connection between the cost and earning assessable income.
Property and investments
Organise rental income and expenses, investment statements, cost-base records and capital gains events.
Sole trader and other matters
Include business schedules, motor vehicle records, home-office information and other relevant tax items where applicable.
How it works
A practical path from first conversation to completed work.
Book
Choose an online appointment or request an in-person meeting at one of the listed offices.
Prepare
Gather income statements, receipts, investment records, property statements and any prior-year information requested.
Review
We prepare the return, ask about missing items and explain the result and any assumptions.
Approve and lodge
You review the declaration before the return is lodged with the ATO.
Frequently asked questions
Questions people ask before getting started.
What should I bring to my tax appointment?
Bring identification, bank details, income and investment records, deduction evidence, rental property statements and details of changes since your last return. We will provide a tailored list where needed.
Can you prepare returns with rental property or shares?
Yes. Rental schedules, dividends, managed funds, share transactions and capital gains can be included when the required statements and cost records are available.
Can I claim an expense without a receipt?
Substantiation rules depend on the expense and circumstances. Tell us what records you have so the claim can be considered against the current ATO requirements.
Do I receive the refund immediately?
Refund timing is controlled by the ATO and can vary if information is checked, debts are offset or details need confirmation. We can explain the lodged result but cannot guarantee an ATO processing date.
Next step
Book your individual tax return appointment.
Choose online or in person. The team will confirm what to bring based on your income, deductions and investments.