The End of the Financial Year shouldn’t be a mad panic, nor should it be a guessing game wondering if you’ve done everything correctly and maximised your return. ActOn Wealth’s qualified professional tax agents and Melbourne financial planners support you throughout the year developing tax-effective strategies that reduce your liabilities and, crucially, grow your overall wealth.
Strategic tax planning doesn’t just make the most of this year’s return. It’s about creating long-term gains that actively contribute to growing your wealth. Investing in highly skilled tax accounting pays for itself several times over.
Looking for reliable tax accountants near me who can maximise your return?
Contact ActOn Wealth today
We provide strategic advice on tax issues that affect you and develop strategies that minimise your liabilities, maximise returns, and work within a broader wealth-building framework. We prepare, scrutinise and verify financial documents to ensure your tax reporting is compliant and correct.
You can become more tax efficient in various ways, including salary sacrificing, claiming all relevant deductions, maintaining detailed and accurate financial records, contributing to your superannuation fund, making charitable donations, prepaying expenses, obtaining private health insurance and more. Speak to our experts for the best tailored advice for your situation.
Tax effective accountants can make a sizeable difference not only to your return but your overall wealth-building strategy. This is particularly so if your financial situation is particularly complex and/or involves significant amounts of money. We strongly recommend a no-cost, no-obligation meeting with our team to understand how we can add value and essentially pay for ourselves.
36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
32 if 3 not applicable (Q 5, 8, 9)
26-38 if all questions answered
24-36 if 1 not applicable
23-34 if 2 not applicable
21-32 if 3 not applicable
You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
13-25.5 if all questions answered
12-23.5 if 1 not applicable
11-22.5 if 2 not applicable
10-20.5 if 3 not applicable
You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
0-12.5 if all questions answered
0-11.5 if 1 not applicable
0-10.5 if 2 not applicable
0-9.5 if 3 not applicable
You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.