Personal
Accounting
Helping you take control of your finances.
Personalised accounting for every stage of life.
At Alaoui & Associates, we make personal finance simple. From tax returns and investments to property and compliance, we handle the details so you can focus on what matters most.
You'll receive personalised advice, proactive tax planning and ongoing support throughout the year.
Our Personal Accounting Services
Individual Tax Returns
- Preparation and lodgement of outstanding and overdue individual tax returns
- Maximising allowable deductions
- Medicare Levy Surcharge (MLS) liability assessment
- Reviewing or amending prior-year returns
Rental Properties
- Rental income and expense reporting
- Depreciation schedules coordination
- Negative gearing advice
- Capital Gains Tax (CGT) calculations when selling property
Investment Taxation
- Reporting share dividends, managed fund distributions, crypto transactions
- Tracking cost bases for capital gains
- Capital Gains Tax (CGT) minimisation strategies
Tax Planning & Advisory
- End-of-financial-year tax planning
- Advice on structuring income streams
- Tax implications of major life events (buying property, marriage, redundancy)
ATO Compliance & Representation
- Communicating with the ATO on behalf of clients
- Managing ATO audits and reviews
- Responding to ATO notices, penalties, overdue tax returns
Personal Budgeting & Cashflow Support
- Cashflow planning
- Savings strategies
- Debt reduction advice
The Alaoui & Associates Difference
Personalised advice tailored to your circumstances
Accurate, compliant and timely service
Ongoing support throughout the year
Proactive tax planning, not just tax returns
Clear communication without unnecessary jargon
Every client's financial situation is different. We take the time to understand your
circumstances, explain your options clearly, and provide practical accounting advice that supports confident financial decisions throughout the year.
Frequently Asked Questions
We typically need your income statements, receipts for deductions, and details of any investments. We’ll provide a full checklist when you get started.