Tax Advice

With expert advice to guide you, getting the most from your tax is easier than you think.

Meet your tax obligations and claim your entitlements.

Whether you are an individual or a business owner, our tax advisors will provide you with professional tax advice.

Our aim is to help you create, grow and protect your wealth.

That’s why our experienced financial advisors ensure you’re meeting all your tax obligations while helping you to maximise the tax benefits you’re able to access based on your financial circumstances.

Our team’s professional tax advice can also help you understand:

  • Tax returns
  • Salary sacrifice
  • Debt recycling
  • Tax structuring to maximise your benefits
  • How to make the most of your entitlements

For many, tax is often associated with a sense of frustration. But knowing what you can and can’t claim – in combination with strategies aimed at growing your wealth like salary sacrifice and debt recycling – can make a big difference to your financial plan.

In fact, many often overlook the important role tax and tax structuring plays in growing and managing your wealth.

As protectors of your financial future, our team is focused on ensuring you have all the information you need to save on tax and understand your entitlements and obligations. Without the help of an expert tax advisor to guide you, these details can be easily missed.

Since tax plays such an important role in growing your wealth, we will work directly with one of our specialist accounting partners or team up with your chosen accountant or tax partner to maximise your benefits, particularly around tax planning and your tax return.

Our company focus is to create, grow and protect your wealth so you can rest easy knowing your financial future is secure. Ensuring your tax is structured in a way that maximises your benefits plays an important role in this process.

Don’t risk paying more than you’re obligated to during tax season.

Let us help take the stress out of the process and give you the peace of mind that can only come from knowing your financial future is secure.

If you are working with us, and need to know how your financial plan impacts your tax return preparation, read our Tax Time FAQs here.

Ben and the team at My Wealth are a very professional, yet friendly service. I feel confident that my money is being handled with my best interests at heart. I would recommend My Wealth to anyone, no matter your financial position!
Michael J

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.

…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.

Katrina M.

We’ve had a plan drawn up and explained by Ben Budge. So pleasantly surprised to deal with people who have your best interest at heart, and we now have a clear plan to work towards. Concerns are addressed promptly and without fuss.

Debra C.

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
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Make getting the most from your tax simple with the right kind of guidance.

We specialise in ensuring your tax benefits are maximised and will help you grow your wealth.