Australian Finance Podcast

5 questions to ask your accountant this tax season

28 snips
Jul 23, 2025
Discover the vital questions to ask your accountant this tax season to unlock missed deductions and minimize your tax. Learn why taking charge of your tax responsibilities is essential and how proactive planning can enhance your financial future. Explore the hidden perks of regular communication with your accountant and why understanding investment structuring matters. This engaging discussion also highlights the pitfalls of DIY tax returns, making it clear that having a skilled accountant can significantly impact your financial strategies.
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ADVICE

Ask About Missed Deductions

  • Ask your accountant if you are missing any deductions or tax strategies tailored to your situation.
  • This can reveal opportunities for tax savings and better long-term financial planning.
ADVICE

Learn From Successful Clients

  • Ask your accountant what their most successful clients do to manage taxes.
  • Apply relevant strategies to optimize your tax position and financial future.
ADVICE

Plan For Upcoming Financial Goals

  • Tell your accountant your financial goals for the next two years.
  • Ask what actions to take now to prepare for buying a house, having children, or investing.
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