Individuals with a Investment Focus, Tax Returns, Tax Planning
The Garry Wolnarek and the team at Umbrella Accountants have been working with clients for over 20 years to help build wealth via Property & Share Investments. At Umbrella Accountants we work with all professionals in the property industry (mortgage brokers, financial planners, real estate agents, developers and solicitors) to assist in providing tax planning advice and the preparation of tax returns. We also assist sole traders to grow their business or transition to a company or trust to provide greater tax and asset protection.
We can help with -
Tax Returns – BAS, ABN Registration, ATO Payment Arrangements
Rental Property, Negative Gearing & Captial Gains Tax Returns
FIFO Workers, we have a in depth understanding of all the work and travel related tax deductions
Investment Property Cashflow Projections to help build your property portfolio
Self Managed Super Fund advice and setup
Salary Sacrifice Arrangements
Estate / Deceased Estate Tax Returns
Roofing, Fencing, Pool, Landscaping
Name Changes for Individuals and Sole Traders
from previous years Tax Return prepared!
If you have changed your name since lodging your last tax return, you will need to update the changes separately before you can successfully lodge your current tax return. Previous we were able to change your name on the front page of the tax return, however this will delay the processing of your tax return now.
Only you can update you name with the ATO over the phone by quoting details from an 'identity' document that the ATO can verify (see list below). Your records will be updated in real time. Alternatively you can update your details on your My Gov Account online.
Identity documents that can be verified over the phone are:
- Australian birth certificate (full certificate, not an extract)
- Australian marriage certificate (except QLD marriage certificates)
- Australian change of name certificate
- Australian drivers licence or learners permit
- Australian Medicare card
- Australian passport
- Australian visa (using information from your overseas passport)
- Australian citizenship certificate.
For non-residents and clients who want to update their name themselves, refer to Individuals – Updating your details with us