About Us

 

The Tax Matters team have been specialising in working with financial advice clients for over 17 years. With a highly experienced and professional team, they work with clients to complete their personal tax returns, and thoroughly understand the strategies, structures, and products that are used to achieve client goals.

Our Approach

 

The Tax Matters approach consists of:

  •  A simple, quick and convenient client experience
  • Flexible process - face to face, GoToMeeting or phone based appointments
  • Value adding client experience
  • Certainty around your tax return

New Alliance with Bantacs Accountants Qld Pty Ltd

We are excited to announce the launch of a working alliance with Bantacs Accountants Qld Pty Ltd based in Ningi, near Bribie Island. Bantacs are a Queensland based business servicing tax and accounting clients from the Gold Coast up to Mackay. We have entered a long term agreement to assist each other meeting the needs of our clients and their families and friends. This alliance will assist our existing Tax team in:

  • further facilitating more face to face appointments
  •  providing more support services to small business owners
  • achieving faster turnaround times for tax return completion during peak tax times

What does this mean for you?

Our existing Tax Matters team will work closely with Bantacs accountants via a central booking process and allocate work based on preference and capacity, allowing us to ensure work is completed in a timely matter. You still have the option to send in completed paperwork and alongside our revised 2017 Tax Work Book. This work book contains an authority for you to sign to allow us to share information on your behalf with Bantacs relevant to the completion of your tax return (should your job be allocated to Bantacs to ensure privacy and protection of your personal information). If your tax return is allocated to Bantacs, they will be set up on the ATO Portal as your Tax Agent and will be in a position to complete and lodge your return. Bantacs will also complete the processing and billing for the work.

Get in early to receive a discount!

For those in a position to complete their tax returns earlier in July and August, (and have these lodged with the ATO by end of August 2017), we have a short term promotion of a 20% discount off the standard individual return price. Contact our team on 07 3721 4400 or taxinfo@financialadvicematters.com.au to find out more and schedule your appointment.


Your 2017 Tax Workbook & Checklist

The 2017 Tax workbook is now available and can be downloaded using the button below.

Simply complete the workbook and bring to your appointment with a member of our Tax Team, or forward through via email to taxinfo@financialadvicematters.com.au along with supporting documentation.

 

contact us

Level 4
Toowong Tower
9 Sherwood Road
Toowong

PO Box 115
Toowong QLD 4066

Phone 07 3721 4400

Fax 07 3721 4499

Email taxinfo@financialadvicematters.com.au

 

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