Taxation Advisory Services

Maximising your financial wellbeing through tax efficiencies

Ever wondered how much you could save with the right tax strategy? Tax time doesn’t have to be something you dread. At SFR, we demystify tax laws, ensuring that you’re not only compliant but also capitalising on opportunities that enhance your financial wellbeing. Our approach integrates with your broader financial plan, aligning your tax strategies with your personal and business goals.

How taxation advisory can maximise
your profitability

Maximised deductions

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

Strategic structuring

Strategically restructure your business to optimise tax efficiency.

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

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

I have been dealing with SFR for quite a lot years. I have had no problems with them. Dean Sampson my adviser does a great job, I can ring him or email him any time and he always get back to me. Also they have a lot of other sections in the company, the ladies on the switch board and in the office are very good. I can not say a bad thing about the company please give them a try you will not be disappoint.

ID Phillips

Frequently asked questions

Does your taxation advisory service include lodging tax returns?

We can add tax returns to our service to ensure comprehensive support around tax time. Our team of tax advisors works closely with you to ensure that your tax filings are accurate and optimised for your financial situation. Whether you’re an individual, a family, or running a business, we take into account your entire financial landscape to provide tailored tax advice and lodging services that aim to maximise your returns and minimise your liabilities.

How often should I review my tax strategy with SFR?

We recommend an annual review or whenever there are significant changes in your financial situation, tax laws, or goals.

Do you offer both personal and business taxation advisory?

Yes, our advisors are equipped to provide expert guidance for both personal and business tax matters, ensuring a comprehensive approach.

What tax concessions are available for small business owners?

Small business owners in Australia may be eligible for various tax concessions, including deferrals, reductions, or even full exemptions on the sale of their business. Navigating these concessions requires a detailed understanding of complex legislation to ensure compliance and maximise benefits.

Our services

We can also help with...

Tax Returns

Transform tax filing from a burden to an opportunity with SFR, ensuring every deduction and credit is leveraged for your financial advantage.

Learn more