Early Career
Get Tax Sorted
Overview
Building a life together comes with a few more numbers.
Two incomes. A first home. A new baby. School fees. Maybe an investment property or plans to start a family business.
As life gets fuller, your financial responsibilities tend to grow too.
Bon Conseil help you understand how these changes affect your tax, organise your financial affairs and make informed decisions for your family's future.
Whether you're just starting out together or planning for the next generation, we're here to help you make sense of it all.
Got something on your mind? We're all ears.
Tax questions. Business plans. Family finances. Investment ideas. Or that one thing you've been meaning to sort out for months.
You don't need to have it all figured out before getting in touch. That's what we're here for.
Services
How We Can Help
When you're busy juggling work, family and everything in between, keeping up with tax matters isn't exactly at the top of your list.
But changes to your income, employment, investments or family circumstances can affect your financial position in ways you might not expect.
We'll help you understand what's relevant to your situation, get the details right and consider what needs attention as your family grows.
[01]
Personal & Family Tax
Getting married, moving in together, taking parental leave or returning to work can all affect your tax circumstances. We help you understand your individual obligations, report income correctly and identify deductions you're entitled to claim.
✔ Individual tax return preparation and lodgement
✔ Tax considerations for couples and families
✔ Parental leave and changing income circumstances
✔ Work-related deductions and additional income
[02]
Tax Planning for Family
From growing household income to future investments, we'll help you understand the tax implications of the choices you're making today. Our approach looks beyond your annual return to help you prepare for upcoming obligations and make better-informed financial decisions.
✔ Personal income tax planning
✔ Tax implications of multiple income sources
✔ Tax considerations for future investments
✔ Planning for changing family financial circumstances
[03]
Property & Investment Tax
Buying an investment property or building assets together can introduce a new set of tax considerations. We'll help you make sense of rental income, deductible expenses, capital gains tax and ownership structures, so you understand how your investment decisions affect your overall tax position.
✔ Rental property income and deductions
✔ Capital gains tax considerations
✔ Property ownership and investment structures
✔ Investment income reporting
[04]
Family Trusts & Structuring
As your circumstances become more complex, the way you structure family investments or business interests can matter. We'll help you understand the tax, administration and compliance implications of different structures, including whether a family trust may be appropriate for your circumstances.
✔ Family trust structuring advice
✔ Trust setup and tax registration support
✔ Trust accounting and tax returns
✔ Ongoing tax and compliance obligations
[05]
Inheritance & Wealth Transfer
Whether you're thinking about passing assets to your children, supporting ageing parents or understanding the tax implications of an inheritance, we'll help you work through the financial details. We can also work alongside your legal and other professional advisers to help keep the relevant tax and structural considerations connected.
✔ Inheritance-related tax considerations
✔ Capital gains tax implications of transferring assets
✔ Family wealth and ownership structures
✔ Succession and intergenerational tax planning
Explore Our Services
