It’s tax time: Let us help you get it right!

If your job has been impacted by COVID-19, income may be down and work related expenses are  likely to be different than normal years.

Tax refunds could be larger than normal. This year the ATO will take a very close look at expense claims to ensure they make sense in respect of changes in work conditions.

Claim what you’re entitled to, but have the evidence to back it up.

This year we expect a lot of people will want to get their tax returns done earlier than normal.

We’ve made it even easier this year for you by upgrading our website and systems so you can:

  • Access forms and checklists,
  • Securely upload documents;
  • Book a meeting, and
  • Sign your tax return electronically.

We’re geared up and ready to help you get your tax refund sooner so you can put the money to good use.

Stuart Fitzpatrick and Excel Financial Advisors Pty Ltd are authorised representatives of Interprac Financial Planning Pty Ltd AFSL 246638 registered office at Level 8, 525 Finders Street, Melbourne VIC 3000. This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.