BUSINESS ACCOUNTING SERVICES

Personal Tax for Adelaide Business Owners and Investors

Personal tax advice for more complex income, investments and wealth-building decisions

Your personal tax position is often more complex when you own a business, hold investments or receive income through companies and trusts. Getting it right matters.

Vitas provides personal tax advice and tax return preparation for Adelaide business owners, professionals and investors. We help you manage the tax implications of business income, trust distributions, property, investments and capital gains as part of your broader financial picture.

This service is designed for clients with more than a straightforward salary-and-wages return. We take the time to understand your circumstances, identify the matters that need attention and connect personal tax decisions with your business and long-term goals.
How We Help

Personal tax support that connects to your bigger picture

More than lodging a return, we help you understand the relationship between personal tax, business, investments and wealth

A personal tax return can bring together income from employment, companies, trusts, property, investments and other sources. For business owners and investors, the tax implications often extend well beyond a single return.

At Vitas, we look beyond the form. We consider how your business, company or trust income, investments, property and future plans may affect your tax position, then help you understand the information and decisions that matter.

Our personal tax services span 3 key areas.
Prepare and Lodge Accurately
Get your return prepared carefully and submitted through a registered tax agent.
  • Complex income reporting: Include business, company, trust, investment, rental, foreign and other income sources.
  • Eligible deductions: Identify deductions relevant to your business, investments, property and circumstances.
  • Review and lodgement: Check the information, clarify questions and lodge your return accurately.
Understand Your Tax Position
Know what your return means and what may affect your outcome.
  • Clear explanations: Understand your taxable income, deductions, tax payable or expected refund.
  • Capital gains tax: Consider gains and losses from investments, shares, cryptocurrency or property.
  • Tax issues and debts: Get support with late lodgements, outstanding returns or tax debts.
Plan for the Future
Use your current position to make better decisions in the years ahead.
  • Tax planning: Consider your likely future position and relevant planning opportunities across your wider affairs.
  • Business connection: Coordinate personal tax with business income, company or trust distributions.
  • Investment decisions: Understand potential tax considerations before buying, selling or changing an investment.
Our goal is to make tax simple, accurate and relevant to your circumstances, so you can move forward with greater confidence.
What We Need

What information do you need for a more complex personal tax return?

We will guide you through what is relevant to your circumstances

The information required depends on your business interests, investments, structures and personal circumstances. We will provide a tailored checklist, but it may include:
Company, trust and partnership distribution statements
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Income statements and payment summaries where relevant
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Interest, dividend and managed fund statements
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Rental property income and expense records
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Business income and expense information
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Private health insurance information
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Business-related and income-producing expense records where relevant
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Details of capital gains or losses from shares, cryptocurrency or property
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Receipts and records supporting deductions
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You do not need to work out every claim before speaking with us. We can help identify what information is relevant and what records you need to keep.
Deductions

Manage deductions and tax considerations with confidence

Practical guidance based on your business interests, investments and financial circumstances

Eligible deductions and tax outcomes depend on the source of your income, your structures and your investments. We help you consider the relevant issues, including what records are needed and how decisions may affect your wider tax position. Claims must be supported by appropriate records and meet the applicable tax rules.

Depending on your circumstances, deductions may include:
Vehicle and travel expenses
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Home office and working-from-home expenses
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Tools, equipment and other work-related costs
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Professional memberships and education
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Personal superannuation contributions where eligible
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Costs associated with managing your tax affairs
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Rental property expenses and depreciation
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Investment-related costs where eligible
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The right approach depends on your circumstances. We focus on the areas that matter to your business, investments and wider financial goals, rather than applying a generic checklist.
Our Approach

How Vitas manages personal tax for complex affairs

A clear process, practical advice and support beyond tax time

When personal tax sits alongside business ownership, trusts, investments and property, a considered process matters. We make the work clear and keep it connected to the bigger picture.
Understand your position
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We discuss your business interests, entity structures, investments, property, income sources and future plans.
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Gather the right information
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We provide a tailored list of documents and help identify gaps across your entities, investments and personal affairs.
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Prepare and review your return
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We prepare your return carefully, review the relevant details and explain any important items.
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Plan for what comes next
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Where useful, we identify tax planning opportunities or issues to consider across your business and personal affairs.
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Book a Personal Tax Consultation
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Who We Work With

Personal tax support for business owners and investors

Personal tax advice for clients with business, investment and wealth-building complexity

Vitas works with established business owners, professionals and investors who need personal tax support that is connected to their broader financial position. We are best placed to help where personal tax forms part of an ongoing accounting, tax planning or advisory relationship.
  • Business owners with income from a company, trust, partnership or sole trader activity
  • Professionals and executives with more complex income, investments or tax planning needs
  • Investors with shares, managed funds, cryptocurrency, property or other investment assets
  • Property owners with rental income, deductions, depreciation or capital gains tax considerations
  • Trust beneficiaries and trustees managing distributions alongside other income
  • Clients who want their personal tax connected to an ongoing accounting, tax planning or advisory relationship

What Clients Say

Joe and his team at Vitas Advisory have been a vital part of our business's success. As trusted Adelaide accountants, they've provided us with valuable insights and professional service. As a small business owner managing finances can often feel overwhelming, but Joe and his team have consistently brought clarity and efficiency to our financial landscape. Thanks to Vitas Advisory we have peace of mind knowing our finances are in excellent hands.
Trevor Kelly
Managing Director, Oakleigh Civil Pty Ltd
I've had the pleasure of directly working with Joe Maurici at Vitas Advisory as well as having referred many of my clients, all of whom have been extremely satisfied with the expert business advice provided. Joe's expertise and dedication stood out, significantly contributing to the success of any goals a business owner may have in planning. His sharp analytical skills and insightful guidance were instrumental in helping not just my clients but myself navigate complex financial matters. I highly recommend Joe Maurici for his proven ability to deliver exceptional service.
Ben Williams
Director, Loan Market
We've partnered with Vitas Advisory for 2.5 years, and they've always gone above and beyond to ensure our tax and financial matters are handled efficiently. They're the go-to accountants in Adelaide. Joe's professionalism, expertise and dedication to our financial well-being truly set him apart. His proactive approach has saved both time and money, allowing us to focus on growing our business with confidence. Not only does he provide services for all our business tax needs, he also goes above and beyond by offering scheduled monthly meetings to help grow our business.
Sonya Storic
Director, S and J Steel Fixing Pty Ltd

Frequently Asked Questions

When do I need to lodge my individual tax return?

The standard self-lodgement deadline is generally 31 October. If you lodge through a registered tax agent and remain up to date with your tax affairs, you may have an extended deadline. We can help you understand what applies to your circumstances.

What deductions can I claim on my personal tax return?

Potential deductions depend on your work and personal circumstances. They may include eligible vehicle and travel expenses, home office costs, tools and equipment, professional expenses, tax management costs and investment or rental property expenses. Claims need to relate to earning your income and be supported by appropriate records.

Can a tax accountant help me improve my tax outcome?

No tax outcome can be guaranteed. We can help ensure your return is accurate, identify relevant deductions and tax considerations, and connect your personal tax position to your business, investments and planning opportunities so you pay no more tax than required under the law.

Do you prepare personal tax returns for business owners and investors?

Yes. This is a core focus. We prepare personal tax returns for business owners and investors, considering income from sole trader activities, companies, trusts, partnerships, property and investments where relevant.

Can you help with investment property tax?

Yes. We can assist with rental income and deductions, depreciation information and capital gains tax considerations. Where a property is being bought, sold or significantly changed, it is worth discussing the tax implications early.

Can you help with capital gains tax?

Yes. We can help calculate and report capital gains or losses from assets such as shares, cryptocurrency and investment property, and explain relevant records and considerations.

Can you help with late tax returns or outstanding tax debts?

Yes. We can help bring outstanding lodgements up to date and discuss available options if you have a tax debt. Where appropriate, we can assist with communication with the ATO and payment arrangements.

How much does personal tax support cost?

The cost depends on the complexity of your business interests, income sources, investments, entities and records that need to be reviewed. We will discuss your circumstances before confirming the appropriate fee.

What happens at my first consultation?

We will discuss your income, circumstances and any questions you have. We can then explain what information is needed, outline the process and recommend the next step.