Accounting & Tax

For Individuals, Couples, and Families
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Accounting and Tax for Individuals, Couples and Families

Simplify Your Tax and Financial Future with Lemonade Beach Accountants

At Lemonade Beach, we believe that tax time shouldn’t be stressful. Whether you’re an individual, a couple, or a family, we’re here to help you navigate the complexities of personal tax, ensuring you get the most out of your financial situation. From online tax return processing to strategic tax planning, family trusts, and self-managed super fund (SMSF) administration, our expert team has you covered.

Personal Tax Services

Personal Tax Return Processing (Online)

Tax season can be a breeze with our efficient online tax return services. Our streamlined, secure online platform allows you to upload your documents, and our experienced accountants will handle the rest. We ensure:

  • Maximum tax refunds
  • Compliance with the latest Australian Tax Office (ATO) regulations
  • A quick, hassle-free process so you can focus on what matters most

Why Choose Us?
With our personalised approach, you get the benefits of expert tax advice without needing to leave your home.

Tax Planning For Your Future

Effective tax planning isn’t just for businesses. Individuals, couples, and families can all benefit from strategic advice that optimises your personal tax position and sets you up for financial success. Our tax planning services include:

  • Income splitting strategies
  • Investment property tax advice
  • Maximising deductions and offsets
  • Planning for future financial goals

Get Ahead of the Game
Our proactive approach ensures you’re prepared for the future while reducing your personal tax liability today.

Family Trusts

Family trusts are a powerful tool for managing and protecting your family’s wealth. They can provide tax benefits, asset protection, and a structured way to manage inheritance. Whether you’re looking to set up a new trust or manage an existing one, our team can assist with:

  • Establishing a family trust tailored to your needs
  • Compliance and ongoing administration
  • Tax minimisation strategies for trust distributions

Secure Your Family’s Financial Legacy
We help you protect your assets and build a lasting legacy for future generations.

Self-Managed Super Fund (SMSF) Administration

Taking control of your superannuation can be empowering, but managing a Self-Managed Super Fund (SMSF) comes with its own challenges. We simplify the process, ensuring your fund remains compliant and performs optimally. Our SMSF services include:

  • SMSF compliance advice
  • Ongoing administration and tax reporting

Empower Your Retirement
Gain control over your super with our expert guidance and support.

Additional Services

Haven’t found what you’re looking for? In addition to assisting Individuals, Couples and Families with all of their Accounting and Tax needs, we also assist businesses of all sizes. You may find what you’re looking for here.

What Sets Us Apart

Why choose Lemonade Beach for all of your Personal Tax needs?

Expert Tax Advice

EXPERT KNOWLEDGE

Our director has over two decades of experience in the industry and our team provides insightful, tailored advice to maximise your financial outcomes.

personalised tax services

PERSONALISED SERVICE

We understand that every client is unique. Our friendly, approachable team takes the time to understand your specific needs and goals.

convenient and flexible tax services

CONVENIENCE & FLEXIBILITY

Our online systems make it easy to manage your taxes from anywhere in Australia, anytime.

transparent pricing for tax services

TRANSPARENT PRICING

No hidden fees, just clear, upfront pricing for all our services, which is communicated upfront before you choose to proceed.

Get Started Today

Ready to take control of your personal tax?

Contact Lemonade Beach Accountants today or book an appointment via our easy online Appointments page.

Call Us

07 3473 1990

Email Us

[email protected]

Book an Appointment

Visit our Appointments page or click the links below to book a no-obligation new client enquiry call where we’ll discuss your needs and how we can help you moving forward.

*Free enquiry call is for new client appointments only

FAQS

Have another question not answered below? Feel free to reach out at [email protected]

Q: Can I use your services if I’m not based on the Gold Coast?

Absolutely! Our online platforms allow us to work seamlessly with clients across Australia. We currently service clients right across QLD, NSW, VIC and WA.

Q: How long does it take to process a tax return?

We work on a first in, first served basis to ensure fairness to all clients. Most online tax returns are processed within two weeks, depending on the complexity and our current workload. We always recommend getting in early, rather than waiting until the 31st October deadline is looming.

Q: Will I receive a fine from the ATO for lodging my tax return late?

The ATO may issue fines for late lodgements (this is at the discretion of the ATO). However, as long as you’re on a tax agent’s list by 31st October, the ATO will usually offer you an extended lodgement date, meaning you’ll avoid any late lodgement fines that the ATO may issue.

Q: What are the benefits of setting up a family trust?

Family trusts can offer tax flexibility, asset protection, and a structured way to manage wealth and inheritance.

Q: Can you set up my SMSF for me?

No, unfortunately we can only currently assist with the administration of already established SMSFs.  We recommend that if you’re exploring an SMSF that you seek professional financial advice from a licensed financial planner.

Q: When is the best time to engage you for tax planning?

We offer tax planning advice all year round, however a great time to get started is around March/April, ahead of tax time.

Cameo Ashe

Director & Head of Accounting

Choosing The Right Accountant Doesn’t Need To  Be Difficult

Whether you’ve been with your existing Accountant for a long time, or if you’re looking for your first Accountant, we understand that finding the right Accountant for you can be daunting. To help you decide if we’re a good fit for you, why not hear a little of what our clients have to say about us.

Client testimonials for Lemonade Beach Accounting