Individual Taxation
Income tax returns for employees, investors and sole traders. Includes rental property income and deductions, capital gains on shares and property, work-related deductions and tax planning throughout the year.
Professional accounting, taxation and business advisory services with a focus on clarity, care and long-term relationships.
Get in touch →Jonathan Collopy Chartered Accountants is a Melbourne accounting practice led by Jonathan Collopy, a Chartered Accountant. The firm helps individuals, business owners and SMSF trustees with tax returns, business accounting and practical financial advice.
Our aim is to make financial matters easier to understand and manage. Whether you are an individual, a business owner or planning your next step, we believe good accounting starts with listening and ends with practical, straightforward advice.
Helping clients navigate their financial responsibilities with confidence.
Accounting, taxation and advisory support for individuals, businesses and self-managed superannuation funds.
Income tax returns for employees, investors and sole traders. Includes rental property income and deductions, capital gains on shares and property, work-related deductions and tax planning throughout the year.
Accounting and tax compliance for sole traders, partnerships, companies and trusts. Includes annual financial statements, business tax returns, and BAS and GST lodgements.
Annual financial statements, SMSF annual returns and ongoing compliance support for trustees of self-managed superannuation funds. Financial product advice is not offered through this website.
Help with cash flow planning, choosing or reviewing a business structure, and understanding your financial reports, so you can make informed decisions as your business grows.
Every engagement starts with understanding your situation, your goals and what you need from your accountant.
We explain your tax and financial position clearly, so you know where you stand and what your options are.
We aim to support you year after year, not just at tax time, as your personal and business circumstances change.
We work with individuals, sole traders, small businesses, companies, trusts and trustees of self-managed superannuation funds. Services include individual tax returns, business accounting and tax, SMSF accounting and business advisory.
If you lodge your own individual tax return, it is generally due by 31 October after the end of the financial year on 30 June. If you are on a registered tax agent's client list before 31 October, you may have a later lodgment date. Contact us before the deadline to find out what applies to you.
Usually your income statement from your employer, bank interest and dividend statements, receipts for work-related expenses, your private health insurance details, and records for any rental property or shares you bought or sold. We'll tell you if anything else is needed.
Fees depend on the work involved and how complex your affairs are. Contact the office with a brief description of what you need and we can discuss fees before any work begins.
Yes. Contact the office by phone or email to discuss your requirements and appointment options.
Our office is at Level 6, 50–52 Queens Lane, Melbourne VIC 3004.
A brief description of your needs is a good start. Please avoid emailing sensitive identity or financial records until a secure process has been agreed.
For general guidance, refer to the official Australian Taxation Office website. Information on this website is general in nature and is not a substitute for advice tailored to your circumstances.
Contact us to discuss the accounting or taxation support relevant to your situation.
Have a question about accounting, taxation or your business? Get in touch to discuss how we can help.
Email us using the details provided, and we will be in touch.
Email
jon@jonathancollopycharteredaccountants.com.au
Phone
0411 688 262
Office
Level 6
50–52 Queens Lane
Melbourne VIC 3004
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