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YOUtax Wealth

YOUR FINANCIAL WORLD IN ONE PLACE

What's it all About?

We at YOUtax believe in building YOUR own financial confidence.  And that starts with transparency of your financial position and clarity on your spending habits.  Having a clear perspective on your families financial situation gives YOU the power to make your own financial decisions and to then seek professional advice on the tax, investment and lending areas that cause you concern or support you to reach your financial goals.
budgeting cashflow YOUtax wealth

SMART CASHFLOW AND BUDGETING

TRACK YOUR SPENDING HABITS

Imagine having all of your bank, credit card and loan transactions feed automatically through to categorised accounts using live data feeds.

With smart money tracking YOU can now see where your money is going, whether your spending is on coffee, travel or shoes you can take control of your personal cashflow by reviewing your  spending against your personal budget.

The YOUtax Wealth Hub provides transparency and helps you find financial opportunities to change your spending habits that can support your savings or debt reduction goals.

YOUR FINANCIAL COMMAND CENTRE

YOUR ENTIRE FINANCIAL WORLD IN ONE PLACE

Have you ever wanted all your wealth assets in one place with up-to-date valuations?

Well, the YOUtax Wealth Hub will provide monthly valuations on your home and rental properties.  It will value your car, store your life insurances, connect your superannuation for updated values, monitor your shares through connecting to the ASX and you can even create and store your will.

RENTAL PROPERTY PARTNERING

MANAGING YOUR RENTAL PROPERTY HAS NEVER BEEN EASIER

Your YOUtax Wealth Hub is packed with features designed to make life as a rental property owner so much easier.

By adding your rental property to the YOUtax Wealth Hub you will receive updated valuations and insights, tracking your property and suburb performance.

Have your property manager email your rent statements directly to the YOUtax Wealth Hub.

Link your property expenses from your bank to your rental property and track income and expenses for snapshot reporting.

Securely upload and store all receipts and supporting documents in the Wealth Hub and invite your tax agent to access.

TAX ASSISTANT

TACKLING TAX SEASON WITH EASE

Tax Assistant is a specially built tax tool to track, tag and store relevant tax information (from transactions to receipts) securely online.

No more lost receipts when snapping a simple photo with your mobile app.

Track your common work expenses from your bank by tagging transactions for tax and creating tax reports.

Your tax agent can send to-do’s and reminders for the tax season.

Send your data directly to your tax accountant through the YOUtax Wealth Hub.

Tax Assistant YOUtax Wealth Hub

YOUtax Wealth App Features

Set your goals
Create goals and pair them to your savings account or credit card to track your goal progress.
Get Monthly Reports
Adjust categories to fit your lifestyle and check in regularly with monthly reports. Whatever your ambitions, we’ll help you get there.
Track Every Dollar Spent
Thanks to live data feeds from prominent financial institutions, your details are always up to date. Every spend is automatically categorised so you know exactly where your money is going.  Track your transactions against your budgets.
Quick Financial Overview
Get a real-time, comprehensive snapshot of your entire financial world, with regular insights to track how things are evolving.
Store All Important Documents
Store all your important documents securely in the cloud, including wills, insurances, receipts, and rental statements.
Get A Will
Don’t have a will? Generate a legally binding will, drafted by a leading estate planning law firm, and automatically populate it with your portal data.
TOP PRIORITY SECURITY
The YOUtax Wealth Hub is a read only service therefore your funds cannot be moved or modified.  With bank level encryption including layers of security are embedded throughout the platform to ensure the safety of your financial data
PACKAGE YOUR WEALTH HUB & TAX SERVICES
Want to package your tax services and YOUtax Wealth services into easy to pay monthly instalments?  Speak to our YOUtax Team Today on 07 5301 9217!
Choose Business Type
Individual
ABN Sole Trader Business
Choose your features

Pro

$ 33  

per month (inc. GST)

Track and record all of your tax documents

Send your tax information straight to your tax agent from your phone

YOUtax Wealth Portal setup and management

Monthly Property & Vehicle Valuations

Landlord tools and investment property reports

ASX Shares feeds

Comprehensive wealth reports

Your Real-time net worth statustext

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of

transactions

Vehicle log book

List and store insurance documents

Generate a basic will or store current will documents

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place

Growth

$ 60 

per month (inc. GST)

1 hr meeting with tax agent

Includes Preparation of a Personal Income Tax Return

1 Tax Planning Session

Send your tax information straight to your tax agent from your phone

YOUtax Wealth Portal setup and management

Monthly Property & Vehicle Valuations

Landlord tools and investment property reports

ASX Shares feeds

Comprehensive wealth reports

Your Realtime-time net worth status

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of transactions

Vehicle log book

List and store insurance documents

Generate a basic will or store current will documents

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place

Executive

$ 115 

per month (inc. GST)

Landlord tools and investment property reports


ASX Shares feeds

Clmprehensive wealth reports

Your Realtime net worth status

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of transactions

Vehicle log book

List and store insurance documents

comprehensive wealth reports

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place