Tax Accountants Newcastle

Dedicated Tax Accountants in Newcastle

Personal wealth and financial freedom are important to you and important to us. You might be looking for an accountant for a stress-free tax return, or you might have a complex situation and looking at what’s next in life.

Wherever you are on your journey, we’d love to help you create your beautiful financial future – and that goes way beyond a simple (or complex!) tax return.

Questions we love to answer:

  • How can I build wealth outside of my job?
  • Can I pay less tax?
  • Should I be thinking about my Super?
  • How do I make the most of my investment properties?
  • When will I be ready for retirement?
  • There are lots of accountants in Newcastle, why should I choose The Garis Group?
Child Friendly Accounting Firm Newcastle

Need to bring the kids to your next appointment?

No problem, we’ve got your back!

Here at The Garis Group, we understand the daily struggle of juggling work, family and life admin, so, one of the exciting areas we introduced in our office is our designated KIDS CORNER!

We have movies, iPad connection, books, colouring-in, puzzles, blocks and much more, the kids are sure to be entertained while we talk tax!

Personalised Tax Solutions Tailored to Your Life

The Garis Group is passionate about delivering personalised tax solutions that align with every phase of your life. As trusted tax accountants in Newcastle we offer flexible services designed to simplify your finances whether you’re launching your career, raising a family or planning for retirement. Our dedicated team takes the time to understand your unique circumstances so we can tailor strategies that empower you to achieve your financial goals with confidence.

Simple and Stress-Free Tax Returns

We believe that lodging your annual tax return should never be a source of frustration or worry. At The Garis Group we streamline the process by gathering the right information upfront, minimising paperwork and ensuring accuracy. Our goal is to provide clear, straightforward support so you can feel assured every step of the way.

Expert Guidance for Complex Tax Situations

When financial matters become more intricate our expert accountants are here to guide you. Whether you have multiple investments, own property portfolios or are preparing for retirement, The Garis Group delivers personalised solutions for complex tax circumstances. We keep abreast of ever-changing regulations so you receive accurate advice that maximises your tax position.

Building Your Financial Future Beyond Tax

As experienced tax accountants in Newcastle The Garis Group goes beyond basic tax compliance to help you create a secure financial future. We focus on holistic strategies, integrating sound tax practices with wealth-building advice to enhance your overall prosperity. By collaborating closely with you, we craft tailored plans that not only manage your current obligations but also position you to take advantage of opportunities that foster lasting financial well-being.

Strategic Advice for Wealth Building

We understand that building wealth involves more than simply meeting annual tax deadlines. Our team offers comprehensive strategies that include long-term investment planning, regular financial reviews and recommendations on diversified asset classes. This measured approach helps you grow your wealth at a sustainable pace while staying aligned with your specific risk profile.

Comprehensive Retirement Planning

A fulfilling retirement depends on proactive planning. At The Garis Group we assist you in structuring superannuation contributions, reviewing potential investment avenues and evaluating self-managed super funds (SMSFs). Through consistent guidance, we ensure you’re on track to meet your retirement goals and enjoy peace of mind when it comes to your future finances.

Tailored Advice for Property Investors

Property remains a popular way to build wealth yet navigating the tax obligations can be complex. We pride ourselves on delivering specialised support for property investors, drawing on our vast experience as tax accountants in Newcastle. Whether you’re just starting your property journey or managing a robust portfolio, The Garis Group personalises your strategies so you can maximise returns, remain compliant and plan for sustainable growth in this dynamic market.

Maximising Investment Property Returns

Diligent management of your property investments includes minimising expenses and maximising deductions. Our team reviews your financial statements, identifies allowable claims and structures your portfolios for optimal outcomes. By doing so, we aim to enhance cash flow and improve overall profitability, ensuring you see the full potential of your real estate ventures.

Navigating Capital Gains Tax Effectively

When the time comes to sell, understanding capital gains tax (CGT) can significantly impact your bottom line. We offer clarity on CGT rules, exemptions and concessions to help you handle property sales effectively. With proactive planning, The Garis Group ensures that your tax obligations are managed without compromising your long-term investment objectives.

Supporting Sole Traders with Expert Advice

Sole traders often juggle a variety of responsibilities, from delivering services to managing finances. As leading tax accountants in Newcastle The Garis Group offers specialist support to help you remain compliant, uncover valuable deductions and run your enterprise smoothly. Our personalised approach ensures that you have the right insights to manage both your tax requirements and your ongoing business challenges without unnecessary stress or complications.

Stress-Free Sole Trader Tax Compliance

Meeting your tax obligations doesn’t have to be overwhelming. We streamline processes by tracking income, expenses and potential deductions year-round. This proactive approach minimises last-minute surprises and helps you fulfil your tax responsibilities accurately and on time. Our priority is to keep your focus on growing your business not paperwork.

Strategies for Managing Cash Flow and Growth

Effective cash flow management underpins your ability to expand your sole trader operations. The Garis Group helps you develop budgeting measures, plan for tax instalments and evaluate growth opportunities. By identifying potential risk areas early, we enable you to make informed decisions that support your short-term stability and long-term business success.

Taking Control with Self-Managed Super Funds

An SMSF can be a powerful tool for taking greater control of your retirement savings, yet it demands careful compliance and ongoing attention. With our experience as tax accountants in Newcastle The Garis Group provides comprehensive support for setting up, administering and optimising your SMSF. We guide you through the complexities of relevant regulations so you can enjoy the rewards of a well-managed fund and secure your financial future.

Expert SMSF Setup and Advice

Establishing an SMSF requires an in-depth understanding of legal obligations and administrative processes. Our skilled team handles paperwork, trust deeds and investment strategies, ensuring your fund meets all requirements. From selecting the right investment mix to drafting a solid foundation for future growth, we help you start strong and stay compliant.

Ongoing Compliance and Strategic Advice

Maintaining an SMSF calls for continuous attention to regulations, contribution limits and potential tax benefits. We provide regular reviews of your fund’s performance and keep you informed of legislative changes that may influence your investments. By offering timely guidance, we help safeguard your SMSF’s integrity and maximise its potential for long-term gains.

Supporting Newcastle’s Families and Professionals

At The Garis Group our services are designed to meet the needs of local families, professionals and individuals alike. We recognise that each stage of life brings new financial priorities, from growing your family to transitioning careers. With a welcoming environment and dedicated expertise, we aim to make tax time simpler while helping you chart a clear path for future stability, knowing you can rely on our longstanding commitment to the Newcastle community.

Family-Focused Financial Support

We strive to make our office a comforting space for every member of the family. Our team takes the time to understand the unique challenges faced by households juggling work, school and personal goals. By offering tailored advice, we aim to support your entire family’s wellbeing, ensuring no opportunity for growth is overlooked.

Welcoming Environment for Every Client

We know that life can be hectic which is why we work hard to create a relaxed atmosphere. From convenient appointment scheduling to our Kids Corner, we aim to accommodate clients at every turn. This thoughtful approach helps us build long-lasting relationships, proving our commitment to your comfort and financial security.

Award-Winning, Experienced Tax Professionals

The Garis Group is proud to be recognised as one of the most experienced tax accountants in Newcastle. With decades of service in the region, we have earned the trust of local families and businesses through our commitment to ethical practices, transparent advice and outstanding results. Our award-winning team is dedicated to consistently delivering the highest level of support, ensuring you receive reliable guidance for all your tax and financial needs.

Trusted by Newcastle for Over 25 Years

Our longevity in the region reflects our unwavering dedication to client success. We have worked with generations of individuals and families, adapting our expertise to keep pace with evolving tax regulations. This long-term presence allows us to provide well-informed insights that are steeped in local knowledge and practical experience.

Recognised for Outstanding Client Service

Industry accolades and positive testimonials underscore our commitment to quality. We take pride in building personal connections, ensuring our clients feel supported from their first enquiry to the final lodgement. By combining technical proficiency with genuine care, we deliver an unparalleled client experience that has made The Garis Group a local favourite.

Your Newcastle Charted Accountants

Some of our clients have been with us for over 30 years and we’ve helped them navigate the ups and downs. Nothing brings us more satisfaction than seeing our clients with a smile on their face.

We know that your circumstances will change over time – and we want to be there to help you! We have tailored our services for individuals so that they suit you at every stage of your life.

The best way to offer you the most appropriate services is by getting to know you and your financial situation in detail. The more we learn about you and the longer we are together, the better our service will be for you.

Every journey starts with a single step, so let’s take the time to get to know each other. Book a time for a coffee and a chat with the form below, or call us on (02) 4969 4699.

How can we help you build your future?

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Or call us on:   02 4969 4699

Or call us on:

02 4969 4699

Tax Advisors Newcastle

At The Garis Group, our dedicated experts offer top-of-the-line tax advice. We can deal with all matters relating to your personal income tax, as well as help you if you are a sole trader. We are a family-owned business and have spent over two decades helping the people of Newcastle with all their tax needs.

If you are looking for a dedicated, personal tax accountant for your tax affairs, then please fill out our online contact form and make an appointment with us. Alternatively, give us a call at 02 4969 4699, we look forward to hearing from you!

Supporting You Through All Life’s Phases

The Garis Group helps clients every stage of their life with their personal taxes. Whether you have just been employed for full-time employment or are mere months away from retiring, we’re here to help.

Foreign residents still pay income tax, but this is usually calculated at a different rate. For example, foreign residents currently pay 32.5 cents per $1 on any income below $120,000. The difference can be confusing, especially if you are a recent arrival, but we will do what we can to ensure you are informed at every turn.

Experienced & Informed Advice

No matter what your income is, Australia’s tax laws can be confusing, and it can be a complex world to navigate. This is why it is paramount that you always have informed experts advising you on your tax affairs. Our team of accountants can give you exactly the help that you need with being a sole trader, your Self Managed Superannuation, fund investments and Property Investments, and everything in between.

At the Garis Group, we know all about the importance of family and would love to welcome you into our own; people have felt at home with us for over two decades. This is because our advice is tailored to each client, with full knowledge of their situation. All of our guidance is rooted in compassion and in respect to your needs, so we can make sure it fits you best.

Book A Consultation

The Garis Group offers personal tax advice that is always up-to-date and applicable to your exact and unique circumstances. It is this approach that has made us a staple of the Newcastle community for almost thirty years and helped us pick up several local awards for our customer service along the way.

For more information on our services and to begin your journey with the Garis Group team, feel free to set up an appointment with us or get in touch via our contact form. You can also phone us at 02 4969 4699 for more immediate tax advice – no matter how you contact us, we will do our best to help you.

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