Your lump sum payment and additional interest may affect your tax and financial circumstances in the following ways…
All advice is unique to your individual or family circumstances up until the 30 June 2019.
Our advice will be in accordance with Australian Taxation Law and will account for any newly introduced tax legislation.
e.g. Thanks for providing all your tax information. Your service has now progressed to our processing team. Our current processing time is 5 business days.
This does not include any tax lodgement services. If your tax is currently outstanding or you would like YOUtax to prepare and lodge your 2019 Income Tax Return it will be at your own expense.
As a SRG employee you receive the Perks discount of 20% on basic services. COUPON CODE: SRGTAX
For a list of our fixed fee pricing click HERE
Do not hesitate to contact your YOUtax team with any questions.
We love to meet our clients! Our video tax plan presentations means you get to see and meet your tax agent over Zoom. No matter what state you are in, we will become your fave tax buddy.
Worried about your hair or being caught in your pyjamas? Not to worry we can still meet over the telephone.
We are located on the beautiful Sunshine Coast, QLD. Why not pop your head in and say hi on your next Sunny Coast holiday.
Please note our privacy rules inhibit us from informing SRG of the services you accept and any personal or financial information.
We use third party services to collect your information e.g. the Meet & Greet form. They use pseudonymisation and encryption of personal data is used where applicable.
Phew, the boring bit is over…
Have anymore questions? Please contact your YOUtax team on 07 5301 9217, option 2
We are constantly upgrading our security to ensure we keep your information secure.
We are also bound by the privacy rules under the Tax Agent Services Act 2009 (TASA) and our tax services will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB) and the Tax Practitioners Board (TPB).
Our privacy rules inhibit us from informing SRG of the services you accept and any personal or financial information.
We cannot disclose any of your personal or financial data to a 3rd party without your verbal or written consent.
Then, we will send you a Letter of Engagement which you need to sign (for compliance reasons) as well as information checklists, based on your answers on the Meet & Greet Form.
Next, we will process your information and complete your tax planning.
When it’s done, we will contact you via email with a link where you can choose an appointment time that suits YOU for your presentation meeting.