Tax and Financial Wellbeing Program
Pre-Tax Season Webinar Series starts in May each financial year.
March
Your introduction to YOUtax
April
Bespoke Tax Planning Projects
May
Webinar 1 – Superannuation Webinar
(A May presentation is timely allowing employees to act)
June
Pre-Tax Season Webinar Series
Webinar 1 – Employee Work Deductions: Latest ATO Changes
Webinar 2 – Understanding Tax Minimisation: keeping you out of the ATO crosshairs
July
Bespoke Webinars
Digital YOUtax Week
August
In-office Corporate Partner Visits
Digital YOUtax Week
September
In-office Corporate Partner Visits
Digital YOUtax Week
October
In-office Visits
Digital YOUtax Week
For Corporate Partners
Corporate Essential
FREE
- Includes discounts of 20% on basic services to all employees
- – Inclusion in pre-tax webinar series
- – Inclusion in Digital Corporate Partner Week each month
- – 1:1 Telephone and video chat appointments
- – Inclusion in all upcoming promotions
- – Promotional copy, and images provided to company contact for each event.
- – Engagement statistics provided to company contact each month.
- – 100% Digital Service.
Corporate Premium
From $4000
+gst per annum- Includes discounts of 20% on basic services to all employees
- – All of Corporate Essential PLUS…
- – In-office Corporate Days, up to 2 (two) visits per tax season.
- – Involvement in one (1) of the following:
- – Company wellbeing expo or event; or,
- – Lunch and learn presentation (in-house or digital), or;
- – Company hosted bespoke webinar.
Enterprise
Contact us for custom pricing!
- – Reserved for Special Employee Tax Planning Projects
- – Used for cases of back-payment reviews for Corporate Underpayments
- – Used for cases in the hiring or onboarding process of international employees.
- – Used for tax planning services to understand shared based bonuses, restricted share units and vesting shares.
Bespoke Services
Tailored for your Team
- – Basic Tax Webinars (recorded and provided to company) $1,200+gst
- – Technical Tax Webinars (recorded and provided to company) $4,000+gst
- – In-house presentations: $2,500+gst
- In person, on-site 1:1 meetings for employees (paid by employer)
- – $50+gst per person, per 15-minute consult with senior tax Accountant.
- – Company Paid Tax Planning Sessions, starting at $275+gst per session.
For Corporate Employees & Contractors

Corporate employee tax issues.
- YOUtax are advisory specialists with Corporate employees from the call centre to the C-suite. We advise on various Technical Tax issues which may include the following;
- – Tax planning ahead of tax time
- – Employees Share Schemes and Share-Based Bonus (SBB) Schemes
- – Deductible Superannuation Contributions
- – Carried Forward Superannuation Caps
- – Deductible Expenses for flexible working arrangements and working from home
- – Capital gains tax associated with Cryptocurrency
- – Technical Tax issues for Temporary Work skilled visa (subclass 457) Temporary Skill Shortage visa (subclass 482)
- – Division 293 tax on super annuation for high net worth individuals

Interested?
Download our Corporate Partners Brochure.
Tax may be our specialty, but YOU are our concern. Providing Tax and Financial Wellbeing services to your time poor professionals is an employee stress reliever. Find out exactly what YOUtax can do for you.
