Individual Tax Return Checklist
What to gather before sending your tax return through, organised so nothing slips through the cracks.
5 min readComing soon
Tax · Accounting · Advisory
Practical tax advice. Better business decisions.
At GSD, we help individuals and business owners across Australia stay compliant, plan ahead and make informed financial decisions, with direct access to an experienced advisor.
FY2027 · Tax Planning
Advisor notePlanning opportunities
$38,450
Indicative estimate- Entity structure review$18,400
- Concessional super$8,750
- Investment deductions$11,300
Advisor notes
- · Review Div 7A position before EOFY.
- · Confirm trustee resolutions before 30 June.
- Registered Tax Agent
- Registered ASIC Agent
- Melbourne Based
- Australia-wide
About GSD
A boutique advisory firm built around direct advisor access.
GSD helps individuals and business owners get clear on tax, structure and money decisions before they become messy.
Whether you are buying property, investing in shares or crypto, running a business, or simply trying to make better financial decisions, we provide practical advice that is easy to understand and act on.
No confusing tax talk. No generic answers. Just clear advice for where you are now and where you are trying to go.
Who we help
Built for the people behind the numbers.
Individuals
Personal tax done properly, with planning advice that follows.
Property Investors
Rental income, depreciation and capital gains, reviewed with planning in mind.
Share & ETF Investors
Portfolio income, franking credits and CGT handled with care.
Business Owners
Owner-led businesses needing a steady advisor in their corner.
Companies
Company compliance, structure and tax planning across the year.
Family Trusts
Trust tax, distributions and trustee resolutions done in time.
SMSFs
End-to-end administration, tax and compliance for SMSF trustees.
Services
Accounting, tax and advisory that works beyond compliance.
Individual Tax Returns
Personal tax returns prepared properly, with planning advice that follows.
Explore Individual Tax ReturnsBusiness Accounting & Tax
Year-end accounting and tax for businesses of every structure, with ongoing support across the year.
Explore Business Accounting & TaxBAS & GST
Quarterly BAS, GST and PAYG handled properly, with no last-minute scrambles.
Explore BAS & GSTTax Planning
Pre-30 June planning that puts you in control of your tax outcome.
Explore Tax PlanningBusiness Structures
Choose, set up and refine the right structure for your business or investments.
Explore Business StructuresASIC Compliance
Registered ASIC Agent services, with annual reviews and changes handled correctly.
Explore ASIC ComplianceSMSF Tax & Administration
Annual SMSF tax, administration and compliance, handled end-to-end.
Explore SMSF Tax & AdministrationBusiness Advisory
Practical advisory grounded in your numbers, not generic frameworks.
Explore Business AdvisoryBusiness Valuations & Due Diligence
Independent valuation and due diligence for business decisions that matter.
Explore Business Valuations & Due DiligenceWhy choose GSD
Considered advice. Consistent advisor. Clear pricing.
The way we work is the difference. It's why clients stay, and refer the people they trust.
- 01
Direct advisor access
You work directly with Gav, the lead advisor.
- 02
Proactive planning
We plan ahead so tax outcomes are managed deliberately, not discovered in June.
- 03
Clear pricing
Fixed fees quoted up front, with no surprise invoices.
- 04
Year-round support
Ask questions before transactions, not after them.
- 05
Practical advice
Plain-English explanations and decisions you can actually act on.
- 06
Australia Wide
Based in Melbourne, supporting clients across every state.
Testimonials
What clients say.
"I'd been meaning to sort my overdue tax returns out for months and honestly kept avoiding it. Gav made it pretty painless. He told me what he needed, what I didn't need to worry about, and explained everything patiently. I didn't feel rushed at any point."
"We needed help with the company tax return and financial statements, but also wanted someone to look at the bigger picture rather than just prepare the accounts. Gav picked up a few things we hadn't considered and explained the numbers in a way that actually helped us make decisions and plan ahead."
"Very easy to deal with. Replies were quick, the advice was direct, and we always knew what was happening next."
"Highly recommend GSD. My tax return was sorted without any fuss, and the investment property deductions were explained in plain English."
"We came to GSD for our business tax and financial statements after feeling unsure about where everything stood. Gav was practical, direct and kept us updated the whole way. The ongoing compliance support and advice has been really valuable."
"We weren't sure which property to sell first, or whether it made more sense to wait until the next financial year. GSD mapped out a few CGT scenarios side by side so we could actually see the tax difference. It made the decision much easier and saved us tens of thousands."
Knowledge Centre
Practical reading for clients who want to plan ahead.
Rental Property Tax Deductions Explained
Interest, depreciation, repairs vs improvements — what's deductible, what isn't and how to evidence it properly.
8 min readComing soon
Capital Gains Tax on Investment Properties
How the CGT discount works, what affects your cost base and the timing decisions that matter when you sell.
7 min readRead article
Let's start with a chat
No matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 03 7303 7207