Investors & Crypto

Smart investors need smart tax strategies.

Investing in shares, ETFs, or crypto can generate great returns — but it also comes with complex tax implications.

 

At Tax Invest Accounting, we specialise in managing capital gains, dividend income, and crypto reporting with precision. We stay ahead of constantly changing ATO regulations, so you don’t have to.

 

Whether you’re a casual investor or actively trading, we’ll ensure you remain compliant, take advantage of tax offsets, and avoid costly mistakes.

 

It’s not just about lodging returns — it’s about building tax-effective wealth.

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Our Booking Process:

This booking process begins with a “Start My Work” booking. As part of this step, you may choose an optional free 10-minute consultation to discuss any questions about what is required to complete your tax return.

Once we have received all necessary information, we will send you an SMS booking link to schedule a 20-minute appointment with your accountant.

Following this appointment, your tax return will be uploaded to your client portal, where you can

review and sign.

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Services & Fees:

Managed Funds Tax Return @ $300.00
(additional Funds @ $50.00)
 

Shares & Crypto Tax Return @ $400.00
(Shares @ $50.00 per bundle)
(Crypto Trades - Up to 100 trades included in the appointment fee)

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Tax Planning Session @ $220.00

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Tax Consultation @ $220.00

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PAYG Instalment Review/Variation @ $220.00
(The Review Includes Two Sessions)

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