Financial goal
Tax can affect many financial decisions, but the appropriate strategy depends on individual circumstances and the kind of advice required.
A clearer first brief
Start with the outcome
AFC can help distinguish the question you want answered and facilitate an introduction to a relevant accountant, tax adviser, licensed financial adviser or other specialist.
Begin with the decision, change or concern that prompted you to seek support.
Related questions may point to more than one type of appropriately qualified professional.
Understand the conversation
These are orientation points to help you prepare, not a recommendation about what you should do.
Tax is often one consideration within a larger decision rather than a goal by itself. It may arise when reviewing investments, changing business structures, preparing for retirement, selling an asset or adjusting how income is received.
Start by describing the decision, its timing and the parties involved. A professional can then explain what information is needed and whether the matter falls within their expertise.
An accountant or registered tax practitioner may address tax matters, while a licensed financial adviser may be required for personal financial advice. Legal advice may also be relevant for structures, agreements or estate-planning questions.
AFC helps identify the category of support that may be appropriate. It does not promise a tax outcome or replace advice based on your full circumstances.
There are no perfect answers. A few notes can simply make the first conversation more focused.
What decision or event has prompted the tax question?
Is there a deadline, transaction or reporting date involved?
Do you already work with an accountant or financial adviser?
Does the matter involve personal, investment or business finances?
Potentially relevant expertise
These categories may be relevant to this goal, but their inclusion is not a statement that AFC directly provides each service or that every category is suitable for you.
Keep exploring
A wider goal may bring several connected questions into view.
Bring business and personal financial priorities into one clearer conversation.
Explore this goalClarify the decisions ahead and the kinds of retirement expertise that may be relevant.
Explore this goalFind an orderly financial starting point after separation, bereavement, career change or another major transition.
Explore this goal