Expert Investment Accounting & Shares Tax Return Services

The team at Rise Accountants have a depth and breadth of experience and skill to cover all your investments and investment income types within our tax return services. Our dedicated accountants have deep experience in investment accounting and are committed to ensuring accurate reporting that will maximise your deductions.

 

Explore our services:

 

Stocks and Shares:

We specialise in preparing shares tax returns. Whether you've earned dividends or realised capital gains from trading stocks and shares, we'll help you report this income accurately on your tax return. Our experts will ensure compliance with Australian tax laws, while maximising your tax benefits.

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Crypto-Currencies:

Crypto investors often face complex reporting challenges. Our investment accountants will help you track, report, and optimise gains and losses on crypto trading, mining, staking, and more. Our accountants can give you guidance on the best ways to get the information as well to reduce your costs.

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Bonds and Fixed Interest Investments:

If you've received interest income from bonds, or fixed interest investments, we'll assist you in reporting this income correctly on your tax return. Trust the team at Rise Accountants to help you navigate the complexities of bond taxation and optimise your tax outcomes.

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Rental Properties:

If you own rental properties (residential or commercial), reporting rental income and expenses correctly is crucial for tax compliance. Our team will guide you through the process of reporting rental income, claiming all the right deductions, and keeping within the ATO’s guidelines.

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Dividend Income:

Whether you've received dividends from Australian or international companies, reporting dividend income correctly is essential. Let Rise Accountants help you get the most out of your dividend franking credits.

 

Capital Gains:

If you've realised capital gains from the sale of an investment - such as shares, property, or other assets - proper reporting can really lower your tax and reduce stress during ATO audits. Our qualified accountants will ensure accurate calculation of capital gains in the smartest possible way and help you claim any available capital gains tax concessions or discounts.

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Other Investment Income:

Our team will assist you in reporting all types of investment income accurately on your tax return - managed funds, unit trusts, interest-bearing accounts and foreign investments. Trust Rise Accountants to complete your tax return easily.

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What are some common things to bring to my accountant as an investor?

 

Here are some common items to collate::

• Managed fund annual statements

• Annual portfolio statements

• Trust distribution statements

• Fund management expenses

• Interest on margin loans or loans used for investing

• Purchase and sales details of shares sold

• Purchase and sale details of crypto currency (use Koinly to make your life easy)

• Details of your employee share scheme

• Details of your foreign income (rental, pension, dividends, sales)

• Rental property income and expenses