Tax Return Services & Advisory

Turning complexities into opportunities at tax time

Dreading tax time? As your financial circumstances get more complex, so do your tax requirements. At SFR, we transform tax filing complexities into opportunities, taking your broader financial plan into consideration to ensure you capitalise on every possible deduction and credit. Whether it’s for yourself or your business, we transform tax time from a burden to a breeze so you can focus on the parts of your business and life you actually enjoy.

How our tax return services
can maximise your refund

Reduced stress

Offload the crunchy number work so you can focus on the parts of your business and life you actually enjoy.

Maximised deductions

Ensure you’re claiming every possible deduction and credit, maximising your returns.

Effortless tax time

Effortlessly prepare for tax time, and negotiate audits and investigations with confidence and ease.

Assured compliance

Stay ahead of changing tax laws, ensuring full compliance.

The SFR difference

Our mission is to get you to a place where money is no longer a source of stress in your life

Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.

All the financial advisory services you need, under one roof
Total transparency, and empowerment through education
Securing your future without sacrificing your freedom now
20+ years of experience, and fully licensed in all areas
A thriving global network, offering lucrative opportunities

Our process

3 steps to kickstart your journey
to financial freedom

Booking

To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.

Meeting

We’ll go through all the ways we can improve your financial situation — no obligations.

Freedom

Now, we begin our journey together — growing your wealth and securing your future.

Testimonials

My wife and I are long term SFRA clients and have always experienced timely and informative advice on a range of topics including fund administration and strategic direction, investment options, tax matters and estate planning. We would recommend SFRA to retirees and others looking for independent and professional advice as an ‘integrated’ package for their self managed superannuation funds.

Peter

We have been clients of SFR Advisory since 2009 and our only regret with this association is that it didn’t begin a lot earlier. Our SFR Advisor was instrumental in straightening out the disastrous mess caused by our previous advisors. His work was tireless, meticulous and methodical in his endeavour to realign our portfolio. In the ensuing years his results speak for themselves, above average service and results. We have no hesitation in recommending our SFR Advisory to anyone.

Peter and Trish

For a number of years my late husband and I have trusted Self Funded Retirement Planners to look after our financial affairs. During that time, Dean and Garth’s advice produced excellent returns in buying and selling our shares. When my husband died, they advised me and helped me with legal and financial matters. I have continued with the SFR Advisory Group due to their friendly, informative manner when providing me with up to date advice concerning my Superannuation and Tax. I couldn’t manage my Superannuation financial matters myself. Especially due to the efforts of Dean and Garth, I have peace of mind; as they have ensured that I have a secure retirement. I have complete trust in SFR Advisory to continue to work in my best interest. Thank you Dean and Garth.

Heather M

Frequently asked questions

What documents do I need for tax filing?

The specifics can vary, but generally include income statements, deduction records, and any applicable financial documents. Our team will provide you with a detailed checklist.

How can I ensure I’m getting the maximum refund?

Our tax professionals use comprehensive strategies to review your financial situation, ensuring you claim all possible deductions and credits.

Do your tax return services include assistance with audits?

Yes, our tax return services include preparing your for audits, ensuring all documentation is accurate and compliance requirements are met.

Do your tax return services include strategic tax advice?

We can add strategic tax advice to our tax return service to ensure your tax strategy aligns with your broader financial plan.

Our services

We can also help with...

Taxation Advisory

Maximise savings with SFR’s tax strategies, integrating compliance and opportunities into your broader financial goals for enhanced wellbeing.

Learn more