Start Your Tax Strategy AssessmentDiscover how much tax you could be saving with a personalised, outcome-driven strategy. This short form helps us tailor advice that actually works for you. Book Now – Tax (v2) Notify Let’s Get You StartedLet us know if you’re a potential client or a referrer.Who Are You? Client ReferrerContact DetailsShare with us the best contact details.First NameLast NameEmailPhoneFact Find DocumentChoose File Additional InformationWhat services are they likely interested in? Tax Returns Tax Variation Tax Amendment Proactive Tax Minimization StrategiesAbout YourselfLet’s understand a bit more about your tax situation.What services are you interested in? Tax Returns Tax Variation Tax Amendment Proactive Tax Minimization StrategiesWhat is your biggest tax frustration?What outcome to you want to achieve?Your FinancialsTell us your current financial state. Current Taxable Income Person AClient NameAnnual IncomeTax PaidEmployment Type Full-time Contract Part-time CasualYears in Role Current Taxable Income Person B Is there another person (eg spouse) who we need to consider?NameAnnual IncomeTax PaidEmployment Type Full-time Contract Part-time CasualYears in Role Properties Address/Location Lender Monthly Repayment Current Value Loan Type– Select –P&II/O Weekly Rent Loan Balance Loan Rate Liquid Assets & SavingsSharesCash SavingsCash in OffsetSuperannuation (Person A)Superannuation (Person B) Existing Debts Description Amount Owed Referrer DetailsTell us about yourself.First NameLast NameCompanySubmit
