Lodging is the easy part. We also flag general planning topics that may be worth a conversation: super, property, structure and timing.
An honest word first. If your tax is simple, say one job and a few deductions, the ATO’s myTax is free, pre-filled and works well. You may not need us. We are for people who want more than a form filled in: a second pair of expert eyes on their financial future.
Most of the cost of any tax return is someone’s time. We put that time where it counts.
Your one point of contact. Collects your information, answers your questions and arranges a call or meeting whenever you want one.
Our CA and CPA team prepares your return and a full working paper showing where every figure comes from.
More than 10 years’ experience, with a Big 4 or top-10 firm background. Reviews every return and working paper before it goes any further.
Our in-house financial planning team, led by Panbo Ye (CFP®, FCPA), adds your financial wellbeing check.
Sign your engagement letter and meet your client manager. Before we ask you for anything, we pull your ATO pre-fill data and review last year’s return, so your checklist is short and tailored to you.
Send what is on your checklist through our secure portal. Questions at any stage? Ask your client manager, or book a phone or in-person meeting to talk it through.
We prepare your return and a full working paper that shows where every figure comes from and the evidence behind it. We claim everything you are entitled to, and nothing you are not.
Anything missing or unclear comes to you in one consolidated list, not a drip-feed. If it is easier to talk, we arrange a call or a meeting.
A tax manager with more than 10 years’ experience and a Big 4 or top-10 firm background reviews the return and the working paper before anything goes further.
Our financial planning team checks your return against a list of general planning topics (such as super contribution caps, how debt is commonly structured, and timing around 30 June) and lists any that may be worth discussing. This is general information, not a recommendation for you.
You receive your return with a plain-English summary: your refund or amount payable, what changed since last year, and the key claims explained. Sign when you are happy, and we lodge it with the ATO as your registered tax agent.
We check the ATO’s notice of assessment matches what we lodged and follow up any difference. You also receive your financial wellbeing check summary (general information) and practical tips for next year.
How contribution caps, carry-forward rules, spouse contributions and Division 293 generally work
Common ways investment debt is structured, and depreciation rules worth checking
How capital gains timing generally works
General rules on asset ownership, private health cover and the Medicare levy surcharge
A general pre-30 June checklist
That is perfectly fine, and we are happy to point you in the right direction.
The financial wellbeing check is general information. It does not consider your objectives, financial situation or needs, and it is not a recommendation. If you would like personal advice on any topic it raises, Everglow Wealth provides it separately in a Statement of Advice, with the fee agreed in writing first. There is no obligation. About financial planning →
If we make an error, we fix it without an additional professional fee.
The cost of managing your tax affairs is generally deductible in the following year.
General information only. Tax services are provided by Everglow Accounting Pty Ltd and Kam & Beadman Pty Ltd (liability limited by a scheme approved under Professional Standards Legislation). Financial advice is provided by Everglow Wealth Pty Ltd, Corporate Authorised Representative No. 1254987 of PGW Financial Services Pty Ltd (AFSL 384713). Final fees are confirmed in your engagement letter.
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