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Go Beyond Compliance!

  • We are committed to supporting you beyond tax returns, and we’d love for you to experience the full value of TaxSmart Cafe’s Advisory services. Our exclusive Individual Advisory Package is designed to enhance your financial outcomes and help you save more in the long run.

  • With the TaxSmart Cafe Advisory Package, you’ll gain access to services such as:
  • Basic Individual Tax Preparation and Lodgement: Preparation and timely lodgement of personal tax returns, ensuring compliance and maximising eligible deductions.
  • Annual Tax Planning Strategy: Maximise tax savings with a tailored plan to ensure you’re prepared for every financial opportunity and challenge.
  • Annual Property Valuation Report: Yearly assessment of property value, rental yield, and comparable sales for informed decisions.
  • Superannuation Review: Ensure your superannuation is on track to meet your retirement goals with our expert review and recommendations.
  • Complimentary Tickets to TaxSmart Cafe Webinars & Learning Events: Expand your financial knowledge with valuable insights on topics like SMSF, business growth strategies, and tax minimisation strategies.
The Advisory Package allows you to bundle these benefits at a significant discount, ensuring year-round support while optimising your tax position and financial well-being.
If you're interested in taking advantage of this package or if you have any questions, please feel free to reach out. We’re here to support you every step of the way.
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We guarantee that a portion of your fees paid to TaxSmart Cafe will benefit the Kids Financial Literacy program facilitated by our sister company Care Financial Services and Accounting through Money Smart Kids. Follow the the activities on the Money Smart Kids Facebook page to learn more.
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