Individual clients · Brisbane & the Redlands
Personal tax. Clear advice. Practical support.
Your tax affairs should be understood in the context of your life. Jewell Moore helps you organise the information, work through the details and understand your tax position.
From everyday tax returns to rental properties, sole-trader income, overseas dealings and SMSF administration, our Cleveland team provides practical support suited to your circumstances.
Individual clients · Jewell Moore
Support that fits your circumstances.
Find the support that matches your situation. General individual tax clients are welcome, whether your return is straightforward or involves several areas.
Property & complex tax
Rental income, investment disposals, capital gains and multiple income sources.
Explore property and complex tax →Sole traders
Tax and practical accounting support for people running their own business.
Explore sole-trader support →International matters
Overseas income, foreign assets and changes in cross-border circumstances.
Explore international tax support →SMSF trustees
Establishment documentation, rollover administration and ongoing accounting and compliance.
Explore SMSF support →Individual clients · Jewell Moore
Individual tax returns and ongoing support.
You may have a straightforward return or several sources of income. We take time to understand the circumstances relevant to your tax affairs.
Start with a clear picture
We help you gather the relevant information and prepare your return within the scope agreed with you. If something has changed during the year, tell us so it can be considered as part of the work.
Our team explains questions and information requests in plain language, helping you understand what is needed and why.
Individual clients · Jewell Moore
Rental properties, capital gains and complex tax.
Sold an investment property? Earn rental income? Have several investments or income sources? We help you bring the relevant information together.
Rental-property tax affairs
Support with the tax reporting associated with rental income and relevant expenses. We discuss your property records and any changes in ownership, use or activity that may need attention.
Tell us about new properties, sales and changes during the year.
Capital gains and other complex matters
Help with tax reporting for investment disposals and other transactions within the agreed scope. We consider the records and circumstances relevant to the matter, rather than assuming the same treatment applies to every client.
Where possible, speak with us before a significant transaction so we can identify the tax questions to explore.
Individual clients · Jewell Moore
Practical support for sole traders.
When you work for yourself, your personal and business tax affairs are closely connected. Good records help make both easier to manage.
Tax and accounting support
Discuss your business income, records and relevant reporting obligations. We can help with accounting systems and the information needed for your tax work.
- Bring business records into an organised workflow.
- Understand the reports relevant to your business.
- Discuss the scope of tax and ongoing accounting support.
Support as your business develops
You may be starting, improving the way you work or planning your next stage. Explore our broader business services when you need support beyond your individual return.
Starting your business →Growing your business →Maintaining your business →Individual clients · Jewell Moore
Support with international tax matters.
Income or assets overseas can add questions to your Australian tax affairs. Start by telling us about the countries and circumstances involved.
Bring the cross-border details into focus
We can discuss the Australian tax considerations relevant to your overseas dealings and identify the records needed to assess the work.
The scope depends on your circumstances, the countries involved and any specialist input required. Where overseas legal or tax advice is needed, it should be coordinated with appropriately qualified advisers.
Individual clients · Jewell Moore
SMSF administration and compliance.
Running an SMSF involves ongoing responsibilities. We provide accounting and administrative support, with the work agreed for your fund.
Establishment and rollover administration
Following appropriate financial advice, we can assist with establishment documentation and the administration of approved superannuation rollovers. We coordinate the relevant work with you and your adviser.
Ongoing fund support
Support with fund accounting, tax reporting and ongoing administration. We discuss the records, responsibilities and compliance work relevant to your fund.
Explore SMSF services →Jewell Moore does not provide financial or investment advice. Decisions about establishing an SMSF, rolling over superannuation or selecting investments should be discussed with an appropriately licensed financial adviser.
Individual clients · Jewell Moore
A straightforward way to work with us.
Clear communication and organised information help us work through your tax affairs together.
Tell us about your circumstances
Share what you need help with and any changes, transactions or questions that may be relevant.
Gather the relevant information
We discuss the records needed and how to provide them, including information that requires further clarification.
Prepare and review
We undertake the agreed work and explain the review and approval steps before any authorised lodgement.
The information form supplies details for preparation. Submitting it does not lodge a return with the ATO.
Individual clients · Jewell Moore
Questions about individual services.
A few answers to help you find the right starting point.
Do you help with straightforward individual tax returns?
Yes. General individual tax clients are welcome alongside clients with more involved affairs. Contact us to discuss the support you need.
Can you help if I have rental properties or have sold an investment?
We can discuss the relevant tax reporting and records needed for the work. Tell us about purchases, disposals and other changes when you contact us.
What if I have overseas income or assets?
Tell us which countries and circumstances are involved. We can discuss the Australian tax work and whether specialist advice is also needed before agreeing the scope.
Can you help with both my sole-trader business and personal return?
Yes. We can discuss your records, reporting needs and the personal and business tax work involved, then agree the appropriate support.
Can you advise whether I should establish an SMSF?
Jewell Moore does not provide financial or investment advice. An appropriately licensed financial adviser should advise on that decision. We can assist with establishment documentation and ongoing accounting and administration following appropriate advice.
What should I bring to an appointment?
Bring an outline of what you need help with and any relevant income, property, investment or business records. Tell us about changes during the year. We’ll discuss any further information required.
Individual clients · Jewell Moore
Let’s discuss your circumstances.
Tell us what you need help with and any matters you would like to work through.
Speak with our Cleveland team
Start a conversation about personal tax, property, sole-trader income, overseas matters or SMSF administration.
Contact Jewell Moore
1 Shore Place
25–31 Shore Street West
Cleveland QLD 4163
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