Individual Tax Agents & Accountants in the Sutherland Shire

For over 25 years, Betalli & Associates has been helping individuals and families across the Sutherland Shire and Sydney with reliable, professional tax services.

We take the time to explain your tax return in plain English, so you feel confident about:

• What information is needed
• What deductions you can claim
• How your tax return is prepared
• What your result means

When you use our accredited taxation services, you can feel confident knowing that:

• All eligible deductions are claimed
• Your return is prepared accurately and lodged correctly
• You meet all ATO requirements
• You receive advice that looks beyond just this year’s tax return

We’re known for making the tax return process straightforward, even when your situation is more complex.

Tax Advice

The team at Betalli & Associates help clients with everything from straightforward income tax return preparation to more complex taxation scenarios, including:

• Motor vehicle and novated leasing: Understanding the tax implications of vehicle expenses, logbook requirements, and optimising salary packaging benefits
  

• Negative gearing strategies: Structuring your investments to maximise tax benefits while building long-term wealth

• Rental property investment and taxation: Claiming depreciation, repairs vs. improvements, and managing capital gains tax on property sales.

• Land tax matters: Minimising land tax obligations through proper ownership structures and exemption eligibility

• Share portfolio & capital gains tax: Dividend franking credits, capital gains management, and investment property trusts

• Work-related expenses: Home office deductions, professional development, uniforms, tools, and equipment

• Self-education and professional memberships: Claiming courses, conferences, and industry subscriptions

• Capital gains tax planning: Timing asset sales and utilising CGT discounts and exemptions

Lodging your income tax return

What Information Do I Need?

To lodge your tax return, you’ll need to provide us with any documents and records that we can’t automatically access, such as:

• Employment and government income: Payment summaries and income statements, including any government payments.

• Investment income: Interest, dividends, and managed fund annual statements.

• Rental income: Annual figures for properties, including short-stay platforms.

• Business and platform income: Sole trader/ABN income and sharing-economy earnings (e.g., Uber, Airtasker).

• Other income: Foreign income, capital gains events (including crypto), and employee share scheme amounts.

• Work-related deductions: Totals for vehicle use, travel, uniforms/protective gear, tools, union/association fees, subscriptions; plus home-office hours and phone/internet; self-education and professional development.

• Donations and insurance: Deductible gifts and income-protection premiums paid personally.

• Offsets and rebates: Private health insurance rebate statement and spouse details if claiming offsets.

• PAYG instalments: IAS amounts paid during the year.

• Lodgement details: Bank BSB/account for refund or payment, TFN, date of birth, and current address.

Can I lodge my tax return after October 31st, 2025?

Yes, you can lodge after 31 October 2025, but the ATO may apply a Failure to lodge on time (FTL) penalty.

If you use a registered tax agent, many clients have later lodgment dates under the ATO’s registered agent lodgment program; your exact date depends on your circumstances and when you engaged the agent.

If you can’t lodge by the due date, you or your agent can request a lodgment deferral in exceptional circumstances to avoid an FTL penalty. Any unpaid tax attracts general interest charge until paid, and the ATO may take compliance action if you don’t lodge.

How long will it take to receive my tax return?

Most tax returns lodged electronically via a tax agent are processed by the Australian Taxation Office (ATO) within two weeks (10 to 14 business days). However, this may depend on:

• The time of Lodgement

• Whether the ATO needs to cross check information with other government agencies (like Services Australia or Child Support)

• You have a tax debt or outstanding amounts with other government agencies

• If there are data discrepancies that need review

• You are insolvent

• If the ATO has questions about information provided in your tax return