Eden Wealth Tax Service

Can tax time really be simple, efficient, & convenient?

Yes it can...

Using Eden's tax service is as easy as ABC!

We take the hassle and complication out of tax time with our personalised and quality assured service.

We help PAYE employees obtain the maximum refund available and proactively work with business owners and self funded retirees to reduce tax payable.

Our clients leverage our personal insight into their financial affairs, plus our accumulated experience and knowledge in tax for their benefit - it's simple.

We will help you:

With simple to use tax checklists to assist in preparing your returns.
Look at smarter ways for you to save tax.
Prepare for the next year to take advantage of any benefits.
With year-round tax guidance on request.
Keep up-to-date with our SMS Tax reminder service.

Your tax returns will be promptly completed so you can get your refund sooner and better plan any changes for the coming financial year.

Where to from here?

By following our simple to use tax checklists you can easily organise your tax paperwork and we will take care of the rest.

The checklists are also a great guide to new tax deductions that may be applicable to you, and can be used to note down further information or questions that you would like to talk-through with our accountants.

Once you have gathered the necessary documents, you may:

Scan & email to Admin@EdenWealth.com.au; or
Mail or drop off your paperwork – see Contact Us.

If there is any further information we require we will call you.

Tax Checklist	Description
Personal - Eden Wealth Client EWM Private Client Personal Tax Checklist (for Eden Wealth Management clients)	Through our wealth coaching and investment service we have most of the information we require for the completion of your returns. This checklist provides a summary of further information we may need. If you use our online Wealth Management Application (WMA) to its full effect, you may find that we can obtain most of the information from the online reporting tool. If this is the case, please indicate this on the checklist and our accountants will download the relevant reports on your behalf.
Personal Personal Tax Checklist.pdf Personal Tax Checklist.xls	To provide your personal tax information. If you are an Eden Wealth Management client, please use the EWM Private Client Personal Tax Checklist.
Investment Property Investment Property Checklist.pdf Investment Property Checklist.xls	To provide information about any investment properties you own.
Asset Sale Asset Sale Checklist.pdf Asset Sale Checklist.xls	To provide information about any business or investment assets you have sold during the tax year. If you are an Eden Wealth Management client, we should already have this information.
Business Business Tax Checklist.pdf Business Tax Checklist.xls	To provide basic information about your business. We will contact you for an appointment to gain a better understanding of your business.
Self Managed Super Fund Self Managed Super Fund Tax Checklist.pdf Self Managed Super Fund Tax Checklist.xls	To provide information about your Self Managed (DIY) Super fund. If you are an Eden Wealth Management client we already have all of the information we need.
Trust Trust Tax Checklist.pdf Trust Tax Checklist.xls	To provide information about your Private Trusts (discretionary, unit, hybrid, other). If you are an Eden Wealth Management client we already have all of the information we need.