Personal tax accountant Sydney: personal & high-net-worth tax returns
Personal income tax returns for individuals, executives and high-net-worth clients across Kellyville and Sydney, handled with the same care we bring to our business clients.
When your tax affairs go beyond a simple return
SMA Business Advisory is a personal tax accountant Sydney individuals and high-net-worth clients turn to when their tax affairs go beyond a straightforward annual return. Whether you need a standard income tax return in Kellyville or you’re managing multiple income streams, investments and capital gains, Manraj Singh, a CPA-qualified, registered tax agent with 15+ years’ experience, oversees your return from start to finish.
Personal and high-net-worth tax returns involve sensitive financial detail, so every client’s affairs are handled directly and confidentially, under Manraj’s oversight. This page covers personal tax returns and compliance specifically; if what you actually need is advice on structuring a family group or trust, our Personal and Family Groups advisory service is the better starting point.
Your personal return,
coordinated with everything else
We prepare your personal return with the same rigour as a business lodgement, coordinating multiple income sources into one accurate, consistent return.
- Individual tax returns
- Investment & rental property income
- Capital gains tax
- Multiple income streams
- Coordination with your business return
Your personal and business tax, joined up
Because we also prepare business, trust and company returns, we can see how your personal and business tax positions interact, rather than treating your personal return in isolation.
Your personal and financial information is treated as strictly confidential throughout, and is only ever used to prepare and lodge your return.
- Confidential, direct handling of your personal financial affairs by a CPA
- Personal and business returns coordinated so the figures are consistent
- Capital gains, investment and multiple-income-stream returns handled properly
- SMSF and international tax matters referred out, not handled outside our scope
Frequently asked questions
Answers to the questions we hear most often. If you can’t find what you’re looking for, get in touch and we’ll be happy to help.
What's the difference between this service and your business tax return service?
This service covers your personal income tax return as an individual. Business income tax returns cover returns for companies, trusts and partnerships. Many clients need both, prepared together so they’re consistent.
Do you handle capital gains tax on property or share sales?
Yes. We calculate and report capital gains and losses, including applicable concessions, as part of your personal tax return.
Can you prepare my income tax return in Kellyville if I have rental properties in other states?
Yes. We prepare returns for Kellyville-based clients with rental properties and investments located anywhere in Australia.
I have income from several sources, including a business and investments. Can you handle all of it in one return?
Yes. Coordinating multiple income streams into a single, accurate return is a core part of this service.
Do you provide SMSF advice as part of personal tax returns?
No. SMSF advice is outside the scope of our current services. We’re happy to refer you to a specialist if this is something you need.
Is my personal financial information kept confidential?
Yes. Your personal and financial information is treated as strictly confidential and is only used to prepare and lodge your return.
Can you help if I haven't lodged a personal tax return in a few years?
Yes. We can help assess what’s outstanding and work through a plan to bring your lodgements up to date.
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