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OUR SERVICE OFFERINGS

DISABILITY / REMEDIAL INCOME TAX RETURNS FOR INDIVIDUALS

We will guide you through the medical credits claims process to maximise your tax position. Aspects to be addressed include (but are not limited to):

  • Refund eligibility

  • Claim categories (for example, school fees, travel expenses, sensory items)

  • Forms and supporting documents

  • Correct procedures and timing

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Business Meeting

GENERAL TAX NEEDS FOR INDIVIDUALS AND BUSINESSES

We also assist with standard (non-disability) tax returns and accounting needs. Services include (but are not limited to):

  • Personal tax return preparation and review

  • Business tax consulting and planning

  • Tax disputes

  • Advice and structuring recommendations

STRUCTURING ADVICE FOR DUAL INCOME FAMILIES

When it comes to budgetary structure, dual-income families have an opportunity to create systems that will maximise their financial position.

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All families have preferred systems for managing their money, but seemingly simple preferences can have a significant effect on your financial and tax position.

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Basic financial responsibilities, such as who pays what, and when – and from which bank account – matter. This is especially true for families with breadwinners who are self-employed.


Our instruction sessions will provide you with the knowledge and skills needed to make the system work for you.

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Young Businesswomen

LEGAL ADVICE AND DRAFTING

Legal expertise forms a crucial part of our offering. Our approach is practical, solution-oriented and forward-thinking. Services include (but are not limited to):

  • Tax advisory

  • Dispute resolution

  • Drafting of legal agreements and employee contracts

  • Debt collection

DISABILITY TAX TRAINING

Our in-person tax seminars are tax-claimable and typically run for two hours.

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We walk you through the disability tax claims process step by step and equip you with the knowledge needed to navigate the system successfully and improve year on year.

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To attend an upcoming training session, click here.

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To book a training session for a school, business or education centre, click here.

Lecture Room

FINANCIAL PLANNING & WEALTH MANAGEMENT

Through NFB Wealth Management, our close business partner, we provide individuals and businesses with tailored, risk-appropriate wealth management services, long-term planning and bespoke financial advice based on your needs.

 

We offer individuals the opportunity to build close, long-lasting relationships with professional wealth managers and financial planners dedicated to serving their best interests. Offerings for individuals include:

  • offshore investments and asset management; 

  • wills and retirement planning;

  • life and income protection policies; 

  • financial growth opportunities and portfolio management;

  • money management and savings plans; and

  • long term and short term insurance plans.

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