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Tackle your Tax

See how we assess your tax situation, explore how effective it is and uncover new ways to save you money at tax time. We’ll even show you investment strategies that can boost your tax savings even more!

What is it?

We’ve listened to you and we get it – tax sucks. There’s nothing more frustrating than seeing the taxman dipping into your payslip (WITHOUT SO MUCH AS A PLEASE OR THANK YOU!!) each time you get paid. But paying tax is easier when we remember that it is the reason we have sealed roads to drive on, classrooms for our kids to learn in and hospitals to keep us, and our loved ones, healthy and well. In this module, we’ll assess your current tax situation, explore how effective it is and uncover new ways to save you money at tax time. We’ll even show you investment strategies that can boost your tax savings even more!

Why is it important?

We’ve listened to you and we get it – tax sucks. There’s nothing more frustrating than seeing the taxman dipping into your payslip (WITHOUT SO MUCH AS A PLEASE OR THANK YOU!!). But it’s easier to pay when we remember it’s the reason for sealed roads, classrooms for our kids and hospitals keeping us healthy. In this module, we’ll assess your current tax situation, explore how effective it is and uncover new ways to save you money at tax time. We’ll even show you investment strategies to boost your tax savings even more!

It starts right here

Take our quick quiz and see how far you are down the road.

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Question 1 of 5

Do you know your current income?

Have you got the figure for how much you are paid in each financial year? Your taxable income is the gross amount you earn from the 1st of July to the 30th of June the next year.

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Question 2 of 5

Do you know how much tax you pay each year?

Have you worked out the tax that you pay, or get back at the end of each year. This figure is on your “Notice of Assessment” when your tax return is completed each year.

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Question 3 of 5

Are you happy with the amount of tax you are paying?

Have you ever looked at that all important figure on your tax return and wondered if there was something more you could do to make it just a little smaller?

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Question 4 of 5

Do you have an active strategy to reduce your tax bill?

Have you ever looked at that all important figure on your tax return and wondered if there was something more you could do to make it just a little smaller?

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Question 5 of 5

Are you claiming everything you can at tax time?

Have you ever wondered if you’re missing out on claiming everything you are eligible for when you apply for deductions and tax offsets?

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You’re at the start of your journey

Find out your current income and how much tax you are paying. From there talk to us or your accountant about ways to reduce this.

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You’re at the start of your journey

Find out your current income and how much tax you are paying. From there talk to us or your accountant about ways to reduce this.

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You’re at the start of your journey

Find out your current income and how much tax you are paying. From there talk to us or your accountant about ways to reduce this.

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You’re well on your way!

You have an idea of what you are paying, now it’s time to take action! There are a number of strategies to help reduce your tax bill, talk to us or your accountant about these. This is where a roadmap & blueprint will ensure you are implementing the right strategy for you.

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You’re ready to hit the road!

Great work, you are using the tax system efficiently! This is an ongoing process so from here it is about monitoring, reviewing and adjusting as needed, and adding further strategies as they become available and suitable for you.

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What should I do next?

Kick off your free trial today – book your 15 minute discovery call

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Let’s try other subjects

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Get a financial roadmap

Every financial decision you make could take your life down a different path. So we’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way.

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Manage your income

Your income is one of the most valuable things in your life. Whether you’re on a professional salary, self-employed or juggling multiple gigs, we’ll help you make the most of it.

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