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About HB Tax Solutions
About Hervey Bay Tax Solutions
Cassie’s experience has taught her that people don’t always realise the potential value that a registered tax agent can deliver, so we work with our clients to ensure they know exactly what areas we can help them in and that they know they can ask questions at any time.
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Hervey Bay Plan Management
About Hervey Bay Plan Management
Hervey Bay Plan Management was established in January 2020 by Cassie Patterson. Starting out as a small sole trader business with 3 participants, we’ve grown to now service hundreds of participants across the Fraser Coast. Our friendly team work to assist our participants with navigating the financial side of their NDIS plans and ensuring that funding is spent in a complaint manner while maintaining participant choice and control.
Contact us today to find out how we can assist you.
Our Team
Meet the team !
Cassie Patterson
Tax Agent | Director
What’s your working background? How did you end up in your current position?
What’s your ideal travel destination?
Do you have any pets?
If you could work any job in the world, what would it be?
Lisa Webster
Accountant
What’s your working background? How did you end up in your current position?
Started in the industry while still living in New Zealand and continued when we moved to Australia. While working in Wellington, NZ I was known as an Accounting Technician and an Auditors Assistant. I completed my bachelor’s degree in 2008 while living in Brisbane. I’ve had some small breaks from the Accounting Profession (I have four children) and chose to trial other professions: Aged Care and Allied health (Therapy Assistant for Speech and Occupational Therapy) which also included NDIS Plan Management. I started with Hervey Bay Tax Solutions in June 2023.
What’s your ideal travel destination?
We traveled a few years ago to a destination that was on our bucket list…. Mount Everest Base Camp – in the middle of their winter. That was an incredible trip and one we hope to do again (but most definitely a different season). The other destination I would love to visit is Las Vegas. My husband was able to go for our friends 40th a few years back and has promised we will go someday.
Do you have any pets?
If you could work any job in the world, what would it be?
Kaitlyn Frey
Junior Accountant
What’s your working background? How did you end up in your current position?
I was looking for a position in this industry as I neared the completion of my bachelor degree and this position was advertised at the perfect time.
What’s your ideal travel destination?
Do you have any pets?
If you could work any job in the world, what would it be?
Janelle Hodges
Data Entry Assistant - Hervey Bay Plan Management
What’s your working background? How did you end up in your current position?
What’s your ideal travel destination?
Do you have any pets?
If you could work any job in the world, what would it be?
Kim Harvey
Administration Assistant - Hervey Bay Plan Management
What’s your working background? How did you end up in your current position?
Having a child with complex care needs myself, who is also on the NDIS and with previous experience working in the disability sector, Cassie thought I would be a good fit for Hervey Bay Plan Management. I have over 20 years personal experience dealing with everything disability related, so I have a great understanding of how the industry works. Whilst I had many years away from the work force due to family commitments, during this time I worked from home doing the bookkeeping for my husband’s company.
What’s your ideal travel destination?
Too many places to mention but if I had to choose one, I’d like to see the Northern Lights in Scandinavia,
Do you have any pets?
We no longer have any pets, our border collie past a few years ago.
If you could work any job in the world, what would it be?
I think I would make a great Professional Wine Taster!
Buddy
Greeter
What’s your working background? How did you end up in your current position?
This is my first job ever but there was no other choice, there’s no one better to greet clients as they walk in the door.
What’s your ideal travel destination?
I love long walks to the fridge and car rides into the office.
Do you have any pets?
Yes please I would love some pets if you’re offering.
If you could work any job in the world, what would it be?
Treat tester or professional cuddler for sure!
Solve All Your Tax Problems Under One Room
With services ranging from income tax returns, BAS preparation, business and personal budgeting, corporate compliance, tax planning, superannuation processing, and more, we’re here to help with all your accounting needs.
Resources & Information Packs
News and Latest Updates
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Maintaining accurate and comprehensive records is essential for effective tax management and compliance. While...
Paying Contractors? Read This To Find Out Your Obligations
If your business engages contractors, it's crucial to understand your obligations concerning your their...
FAQ
Frequently Asked Questions
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What are the current tax rates?
| Resident tax rates 2024–25 | |
|---|---|
| Taxable income | Tax on this income |
| 0 – $18,200 | Nil |
| $18,201 – $45,000 | 16c for each $1 over $18,200 |
| $45,001 – $135,000 | $4,288 plus 30c for each $1 over $45,000 |
| $135,001 – $190,000 | $31,288 plus 37c for each $1 over $135,000 |
| $190,001 and over | $51,638 plus 45c for each $1 over $190,000 |
What is the difference between Medicare Levy and Medicare Levy Surcharge?
| Threshold | Base tier | Tier 1 | Tier 2 | Tier 3 |
| Single threshold | $97,000 or less | $97,001 – $113,000 | $113,001 – $151,000 | $151,001 or more |
| Family threshold | $194,000 or less | $194,001 – $226,000 | $226,001 – $302,000 | $302,001 or more |
| Medicare levy surcharge | 0% | 1% | 1.25% | 1.5% |
Exemptions can be applied to taxpayers for Medicare Levy in certain circumstances.
When does a small business need to register for GST?
Do I need to book an appointment to complete my tax return or can it be done without me present?
Certifications and Associations
Testimonials
What our clients are saying
Address
7/107 Boat Harbour Drive,
Pialba QLD 4655
Phone Number
Email Address
admin@herveybaytax.com
PO Box 528, Hervey Bay QLD 4655