Individual EOFY Tax Checklist

Follow our checklist to get the most out of your tax return this year

Download checklist

Get ready for tax time

From working two jobs, growing a side hustle, or managing the revenue from your investments, individual tax returns can be complex.

Our checklist covers everything from organising your financial records, maximising your deductions and exploring government incentives to ensure you get the best return possible.

It’s not too late to engage a Tax Accountant

Why choose Nexis?

  • Tax for individuals, trusts, partnerships and self-managed superfunds, we have your financial needs covered 
  • A transparent approach to fees so you know exactly what you can expect from our team and services 
  • Proactively reduce your tax obligation subject to ATO regulations 

We make completing and submitting your tax return easy for you – just book an appointment.

Our Services

Tax returns and advice

We provide experienced and quality advice for your individual tax needs, including tailored information about the tax implications of negative gearing, redundancy, salary sacrificing and SMSFs.

Self-managed super funds

We provide a range of administration services to help you set up and compy with current legislation. We can also refer you to a qualified financial advisor from our trusted network who can recommend whether a SMSF is right for you.

Investment properties

We can prepare cash flow reports and explain the tax implications for properties that you have found, or refer you to a professional from our trusted network who can find property directly for you.

Trusts and asset protection

You’ve worked hard to accumulate your assets, and we are committed to helping you protect your portfolio in the areas of insurance, investment, estate planning, legal and bamking by referring you to a range of professionals in our network.

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