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Act On Wealth | December 30, 2024

Expert Tax Planning Services in Melbourne for Personal and Business.


Unlock your wealth potential with our specialist tax planning services in Melbourne. Our expert tax accountants and financial planners offer personal and business tax solutions, including SMSF advice. Minimise your tax liability, ensure compliance, and achieve flawless returns. We provide strategic tax planning for long-term gains, accurate tax preparation, lodgement, and reduced risk of errors. Benefit from proactive advice, business tax solutions, GST/BAS services, and audit assistance. Invest in expert tax services for maximised returns and time efficiency.


Unlock your wealth potential with our specialist tax planning services in Melbourne. Our expert tax accountants and financial planners offer personal and business tax solutions, including SMSF advice. Minimise your tax liability, ensure compliance, and achieve flawless returns. We provide strategic tax planning for long-term gains, accurate tax preparation, lodgement, and reduced risk of errors. Benefit from proactive advice, business tax solutions, GST/BAS services, and audit assistance. Invest in expert tax services for maximised returns and time efficiency.
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"At ActOn Wealth, we believe that tax efficiency is a cornerstone of a solid financial plan. By working closely with your financial adviser, we ensure that every aspect of your strategy supports your long-term wealth and lifestyle objectives."

Act On WealthAt ActOn Wealth, we believe that tax efficiency is a cornerstone of a solid financial plan. By working closely with your financial adviser, we ensure that every aspect of your strategy supports your long-term wealth and lifestyle objectives.

Act On Wealth

Team ActOn Wealth


Expert Tax Planning in Melbourne for Personal and Business Success

Are you looking to build your wealth and ensure your finances are in order? Our specialist tax planning services in Melbourne can help you achieve just that. With expert personal and business tax advice, including SMSF Self Managed Super Fund support, our team of experienced tax accountants and financial planners will help minimise your tax liability and maximise your returns.

Personal and Business Tax Specialists

Our services are designed to cater to both individuals and businesses. Whether you are seeking advice for personal tax or need comprehensive business tax solutions, we have the expertise to guide you. From tax preparation and lodgement to strategic planning, we ensure your returns are accurate and timely, adhering to the latest tax laws.

Benefits of Expert Tax Planning

Strategic tax planning offers more than just immediate returns. It's about creating long-term gains that contribute to growing your wealth. By investing in highly skilled tax accountants, you benefit from time efficiency, reduced risk of accounting errors, and audit assistance.

Here are some key advantages:

  • Maximum Tax Return: Ensure you get the most out of your tax return with expert planning.

  • Compliance Assured: Stay compliant with all regulatory requirements, avoiding penalties.

  • Proactive Advice: Receive guidance to minimise liabilities and maximise deductions and credits.

  • Business Support: From GSTBAS services to efficient management of your business affairs.

Expert SMSF Advice

Our specialised SMSF tax return services are tailored to optimise your retirement savings and ensure compliance with stringent regulations. If you're managing your retirement fund, expert advice can make a significant difference in your financial outcomes.

RealLife Examples

Finances In Your 30s: Are You Where You Need To Be

If you want to look at how to manage money in your 30s, organising a catchup with a top financial advisor in Melbourne is a great start. However, in the meantime, here are some ideas to get you started! Consider setting clear financial goals, creating a budget, and investing wisely to build your wealth.

What Is a Financial Advisor & Do I Need One

A financial advisor also sometimes called a financial planner in Australia is a qualified professional who assists clients in reaching their financial goals. Sometimes, clients don't always know what those goals are, so a good financial advisor will help them determine and articulate the answer. They can provide tailored advice that aligns with your broader financial objectives.

Retirement Planning Strategies In Your 50s

If you're considering financial planning in your 50s, if you've already built wealth and need to make it work smarter, or if you feel like you're playing catch-up. Either way, now is the time to focus on retirement planning to accelerate wealth. The good news is we have the best financial advisers to help you do it! They can provide strategies to maximise your retirement savings and ensure you enjoy a comfortable future.

Investing in expert tax accounting and financial planning services pays for itself several times over. With strategic planning and a focus on compliance, you can make the most of your returns and contribute to long-term wealth growth. Contact us today to find out how we can help you achieve your financial goals.

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Unleashing Financial Security Why is Estate Planning Important

Estate planning is of utmost importance in securing your finances and safeguarding the well-being of your loved ones. It involves creating a comprehensive plan to manage and distribute your assets after your passing, as well as addressing legal, financial, and medical matters.


Estate planning is of utmost importance in securing your finances and safeguarding the well-being of your loved ones. It involves creating a comprehensive plan to manage and distribute your assets after your passing, as well as addressing legal, financial, and medical matters.
Financial Planning For Retirement

Retirement may seem a long way off, but planning for it can never start too soon. It makes sense why were living much longer lives than we used to. Once our grandparents thought they only had a few good years left after retirement. These days, it is reasonable to expect many of us to make it well into our eighties, if not nineties.


Retirement may seem a long way off, but planning for it can never start too soon. It makes sense why were living much longer lives than we used to. Once our grandparents thought they only had a few good years left after retirement. These days, it is reasonable to expect many of us to make it well into our eighties, if not nineties.
Retirement Planning Strategies In Your 50s

If youre considering financial planning in your 50s, well assume youve already built wealth and need to make it work smarter, or you feel like youre playing catch up. Either way, now is the time to focus on retirement planning to accelerate wealth. Good news we have the best financial advisers to help you do it!


If youre considering financial planning in your 50s, well assume youve already built wealth and need to make it work smarter, or you feel like youre playing catch up. Either way, now is the time to focus on retirement planning to accelerate wealth. Good news we have the best financial advisers to help you do it!
With Australia's age pension being subject to an asset and income test, a simple way for part-pensioners to increase their pension payments is to give away some assets.
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With Australia's age pension being subject to an asset and income test, a simple way for part-pensioners to increase their pension payments is to give away some assets.

Australian retirees are facing a  double whammy when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low interest rates have slashed the returns on the traditional bedrocks of post-retirement investment portfolios such as term deposits, cash management accounts and annuities.
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Australian retirees are facing a double whammy when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low interest rates have slashed the returns on the traditional bedrocks of post-retirement investment portfolios such as term deposits, cash management accounts and annuities.

Beginning to save and setting up financial growth strategies now is one of the best things you can do for your long-term prosperity and comfort. This decade is a great adventure, and although you might have plans, you never truly know what will be on your path. Whilst youre young, vital, healthy and able to generate an income, you can support yourself today but also tomorrow.
Why Save For Retirement in Your Twenties

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Beginning to save and setting up financial growth strategies now is one of the best things you can do for your long-term prosperity and comfort. This decade is a great adventure, and although you might have plans, you never truly know what will be on your path. Whilst youre young, vital, healthy and able to generate an income, you can support yourself today but also tomorrow.

If you want to look at how to manage money in your 30s, organise to catch up with a top financial advisor in Melbourne. However, meantime, here are some ideas to get you started!
Finances In Your 30s. Are You Where You Need To Be?

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If you want to look at how to manage money in your 30s, organise to catch up with a top financial advisor in Melbourne. However, meantime, here are some ideas to get you started!

When you receive money or a gift from a family members or friends estate, the last thing you probably think about is tax and insurance. However, you can circumvent future difficulties or financial loss if you attend to a few practical financial issues as soon as possible.
What to Do with an Inherited Gift

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When you receive money or a gift from a family members or friends estate, the last thing you probably think about is tax and insurance. However, you can circumvent future difficulties or financial loss if you attend to a few practical financial issues as soon as possible.

An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, its a way to ensure that your loved ones are cared for and your wishes are honoured after youre gone. While it may be difficult to think about, creating an estate plan is essential if you want to leave everything and everyone taken care of, just as you intend.
Estate Planning Mistakes

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An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, its a way to ensure that your loved ones are cared for and your wishes are honoured after youre gone. While it may be difficult to think about, creating an estate plan is essential if you want to leave everything and everyone taken care of, just as you intend.

Of course, you may well have no intention of ever retiring, or at least not for many years to come! However, if this is something you want to achieve and sustain a certain quality of lifestyle, then its important to ensure your wealth is geared accordingly. So, if you're wondering how to plan for retirement in your 60s, the ActOn Wealth team is here to help, as we have done for many others
Retirement Planning In Your 60s

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Of course, you may well have no intention of ever retiring, or at least not for many years to come! However, if this is something you want to achieve and sustain a certain quality of lifestyle, then its important to ensure your wealth is geared accordingly. So, if you're wondering how to plan for retirement in your 60s, the ActOn Wealth team is here to help, as we have done for many others

A financial advisor (also sometimes called a financial planner) in Australia is a qualified professional who assists clients in reaching their financial goals. Sometimes, clients dont always know what those goals are, so a good financial advisor will help them determine and articulate the answer.
What Is a Financial Advisor & Do I Need One

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A financial advisor (also sometimes called a financial planner) in Australia is a qualified professional who assists clients in reaching their financial goals. Sometimes, clients dont always know what those goals are, so a good financial advisor will help them determine and articulate the answer.

With goals to retire by age 55, do you think 49-year-old Julie is a successful entrepreneur? A self-made start-up business success? Or perhaps you suspect shes come into an inheritance? Youd be right to make assumptions because who else can afford to retire at 55 years of age? It turns out that Julie can, and shes neither a business owner nor an heiress. She just found the best financial advisors and has not looked back.
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With goals to retire by age 55, do you think 49-year-old Julie is a successful entrepreneur? A self-made start-up business success? Or perhaps you suspect shes come into an inheritance? Youd be right to make assumptions because who else can afford to retire at 55 years of age? It turns out that Julie can, and shes neither a business owner nor an heiress. She just found the best financial advisors and has not looked back.

Has a trusted family member, friend, or work colleague recommended you contact ActOn Wealth about our financial planning services? Their referral speaks volumes, and were delighted! However, we understand all too well that when it comes to your finances and your future wealth, you want absolute assurance that youre in good hands.
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Has a trusted family member, friend, or work colleague recommended you contact ActOn Wealth about our financial planning services? Their referral speaks volumes, and were delighted! However, we understand all too well that when it comes to your finances and your future wealth, you want absolute assurance that youre in good hands.

The ActOn Wealth team has more than 50 years of collective experience in advising financial wealth strategies for our clients. Over this time, we have found ourselves imparting financial golden nuggets that apply to so many of our clients, irrespective of their background, age, situation or lifestyle goals. So, without further ado, we'd like to share the seven most salient and successful tips you can take on board to grow your wealth.
Financial Plannings Golden Rules Follow These To Grow Your Wealth

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The ActOn Wealth team has more than 50 years of collective experience in advising financial wealth strategies for our clients. Over this time, we have found ourselves imparting financial golden nuggets that apply to so many of our clients, irrespective of their background, age, situation or lifestyle goals. So, without further ado, we'd like to share the seven most salient and successful tips you can take on board to grow your wealth.


Get Tailored Advice


  • Achieve Your Financial Goals with Expert Planning

    Partner with our financial experts who will tailor a strategy to align with your long-term goals. Whether you're planning for retirement, saving for education, or optimising investments, we guide you every step of the way.

  • Tailored Lending Solutions for Every Need

    Explore a range of lending options crafted to fit your financial situation. From first-home buyers to refinancing or investment loans, our team provides the expertise to secure the best rates and terms for you.

  • Expert Property Advice for Buyers and Sellers

    Maximise your property outcomes with our comprehensive advisory services. Whether you're entering the market for the first time or a seasoned investor, get personalised consultations that drive value and results.

Questions
Can Estate Financial Planning help reduce taxes?

Yes, strategic planning can help minimise your estate taxes. Our financial advisors in Melbourne are skilled at devising tax-efficient estate plans.

What Are Financial Planning Services?

Our services encompass a wide range of independent advice including budgeting, cashflow management, investing, risk management, superannuation, estate planning and more. We provide a bespoke service to every client Australia-wide.

Should a business have a financial advisor?

A financial planner can be transformative for businesses, offering holistic and comprehensive support across key financial areas. They establish robust financial strategies tailored to business goals, optimise cash flow management, and mitigate risks to protect the business and its financial health. Experienced tax planning maximises deductions and credits while minimising liabilities, ensuring greater profitability. Financial planners also provide investment guidance, specialist superannuation advice, and assist in maintaining Australian Taxation Office and regulatory compliance. By saving clients time and streamlining complex processes, financial advice enables business owners and leaders to focus on growth and sustainability.

What Others Say


★★★★★

I couldn't be happier with my experience with Act on Wealth. My Financial Advisor/Managing Partner Blyth, took the time to thoroughly understand my financial goals and develop a personalised plan that has already shown remarkable results. Blyth's expert advice has helped me make informed decisions, and I've seen a significant improvement in my financial health. Blyth's attention to detail, responsiveness, and proactive approach, has made the entire process smooth and stress-free and I feel confident and secure knowing that my finances are in such capable hands. If you're looking for a reliable, knowledgeable, and professional financial advisor, I highly recommend Act on Wealth- Leading Melbourne Financial Advisor and Planner. They have made a significant positive impact on my financial well-being, and I'm grateful for their exceptional service!


Highly Recommend ActOn Wealth!
I couldn't be happier with my experience with Act on Wealth. My Financial Advisor/Managing Partner Blyth, took the time to thoroughly understand my financial goals and develop a personalised plan that has already shown remarkable results. Blyth's expert advice has helped me make informed decisions, and I've seen a significant improvement in my financial health. Blyth's attention to detail, responsiveness, and proactive approach, has made the entire process smooth and stress-free and I feel confident and secure knowing that my finances are in such capable hands. If you're looking for a reliable, knowledgeable, and professional financial advisor, I highly recommend Act on Wealth- Leading Melbourne Financial Advisor and Planner. They have made a significant positive impact on my financial well-being, and I'm grateful for their exceptional service!
★★★★★

Thanks to Matthew for sorting out our financial situation. And thanks to Dael and Lachie for putting it into action. Accommodating staff. Professional help. They understand your situation regardless of your income bracket. And give you the best available advice to reach your financial goals. Highly recommended.


Finance Sorted
Thanks to Matthew for sorting out our financial situation. And thanks to Dael and Lachie for putting it into action. Accommodating staff. Professional help. They understand your situation regardless of your income bracket. And give you the best available advice to reach your financial goals. Highly recommended.
★★★★★

ActOnWealth is very professional regarding taking care of my financial health for few years now. And I am glad that I have been recommended to have their service. Hayden & Dael were very helpful and extremely knowledgeable about current banking services in Melbourne. Hayden knew how to handle tough financial situations for clients. With interest rate increasing every month, Hayden & Dael from ActOnWealth got their research done and find the best solution for their clients. Highly recommended!!!!


Smooth Service
ActOnWealth is very professional regarding taking care of my financial health for few years now. And I am glad that I have been recommended to have their service. Hayden & Dael were very helpful and extremely knowledgeable about current banking services in Melbourne. Hayden knew how to handle tough financial situations for clients. With interest rate increasing every month, Hayden & Dael from ActOnWealth got their research done and find the best solution for their clients. Highly recommended!!!!

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