Individuals and Family Office
Personalised tax, advisory, and financial support for individuals to stay compliant, protect assets, and make confident decisions for their future.
Managing your personal finances can be complex, especially when it comes to tax compliance, investments, and long-term planning. We provide clear, tailored advice to help you meet your obligations and achieve your goals.
Whether you need your annual tax return completed, support in dealing with the ATO, or strategic guidance on managing debt, our services are designed to save you time, reduce stress, and protect your financial position.
We also offer specialised support for property investors and high-net-worth individuals through our Family Office Services, ensuring your wealth is managed with precision and care. With Bon Conseil, you have a trusted partner to navigate your personal finances with confidence.
Individuals and Family Office
Services
Individual Tax Returns
We prepare and lodge your individual tax return on time, ensuring you meet all ATO requirements while claiming every eligible deduction. Our service is designed to make tax time simple, stress-free, and optimised for your financial situation.
Tax Advice
We provide strategic guidance tailored to your circumstances, helping you make informed financial decisions year-round. From investment planning to optimising deductions, we ensure your tax position supports your long-term goals.
Family Office Services
We oversee all aspects of your personal and family wealth, including tax, investments, and compliance, ensuring your affairs are managed efficiently and with discretion.
ATO Correspondence
We act on your behalf in all communications with the ATO, from answering queries to managing disputes. Our focus is on achieving timely resolutions while protecting your rights and minimising disruption.
Investment Properties
We manage the tax aspects of your investment property, including deductions, capital gains, and negative gearing considerations. Our goal is to help you increase profitability while staying fully compliant.
Debt Advisory
We review your debt obligations, explore cost-effective repayment options, and create a tailored plan to reduce financial strain and protect your assets.