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Financial Planning tasks in Australia

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I need a professional opinion regarding the solvency of a company based on financial report and bank statements.

Tue Sep 16 2025

about 4 hours ago

Open

Hi I am looking for a new tax accountant who can help me setup SMSF, also need for financial planning advise. Thank you

Tue Sep 16 2025

about 11 hours ago

Open

Hi everyone, My partner and I are looking for a qualified and experienced tax professional to assist us with lodging our tax returns for the 2024/2025 financial year. We’re specifically looking for someone who: Has experience working with individuals on visas Understands remote work deductions (I work 100% from home) Can advise on claiming education expenses (I’ve recently completed a diploma directly related to my role) Has knowledge of deductions relevant to the financial and electrical industries We want to ensure we’re claiming everything we’re entitled to, and we’d really value working with someone who can guide us through the process with clarity and confidence. If you're the right person or can recommend someone suitable, please don’t hesitate to get in touch — we’d love to have a chat. Thanks in advance!

Mon Sep 15 2025

about 17 hours ago

Open

I am looking for someone to collate and prepare my last two years of documents ready for the accountant. I may be good at some things but book keeping is not one of them. If possible I would like to drop documentation to you, eg receipts etc. I am also looking for someone who can do book keeping for me monthly on an ongoing basis. I own a couple of rental properties as well as working so it would be good to have thing kept in order so that my tax can be done quickly at the end of each financial year. I am not sure what a reasonable budget is for the initial service would be.

Mon Sep 15 2025

1 day ago

Open

We’re a newly incorporated charity seeking ongoing bookkeeping and accounting support. SCOPE OF SERVICES: • Monthly bookkeeping (≤25 bills/month via Xero + Hubdoc; bank feeds; fixed assets; multi-currency receipts). • Payroll for 1–3 staff (fortnightly, STP2, super, EOFY summaries). • Quarterly BAS lodgement & GST reconciliations. • Monthly board reporting (P&L vs budget, cash runway, restricted funds, balance sheet, variance commentary). • Budget & cashflow updates (12-month + 13-week). • Year-end financial statements & liaison with independent reviewer. • Policy support (e.g. revenue recognition, restricted funds). OPTIONAL: • Expense management (Weel or similar). • Salary packaging advice (if FBT status changes). EXPECTATIONS: • Close by T+7 calendar days. • Queries answered within 2 business days. • 2FA, segregation of duties, NDA required. PLEASE INCLUDE IN YOUR QUOTE: • Fixed monthly fee (by service line) + hourly rate for out-of-scope work. • One-off implementation fee & suggested timeline. • NFP experience (with references) & Xero advisor status. • Team setup (onshore/offshore split). • Confirmation of independence if your firm also offers assurance services. NOTE: • Budget shown is indicative only — happy to discuss monthly retainer and fixed fees based on scope. Thank you.

Mon Sep 15 2025

1 day ago

Open

I need a financial advice cert. and legal advice cert. to sign restaurant lease agreement.

Coorparoo QLD, Australia

Fri Sep 12 2025

4 days ago

Open

I run a professional mortgage broking and financial advice business and am seeking a reliable, detail-oriented Parabroker / Loan Processor to assist with end-to-end loan file preparation, submission, and follow-up. This role will involve working closely with me to ensure a smooth client experience from application through to settlement. I am looking for someone with experience in parabroking research, lender selection, loan processing, or mortgage administration who can hit the ground running and manage multiple lender requirements.

Fri Sep 12 2025

4 days ago

Open

Approved auditor to conduct an audit of accounts as per section 38b Retail Shop a leases Act 1994

Thu Sep 11 2025

6 days ago

Open

Looking for an experienced Xero trainer / bookkeeper to provide practical training and support for my hospitality business. Training areas required: • Payroll (Hospitality focus): • Setting up employees (TFN, tax declarations, casual loading, entitlements) • Running pay runs: PAYG, superannuation, STP reporting • Understanding pay cycles, BAS obligations, and compliance • General Xero Basics: • Invoicing, bank reconciliation, chart of accounts • Managing bills, expenses, and reporting • Linking Xero with Deputy (rosters/timesheets integration) • Understanding BAS & GST handling inside Xero Training plan: • Around 3 structured sessions (e.g. Payroll / Xero Basics / Advanced + BAS) • 90-minute initial session this week (Payroll focus) • Ongoing support available when needed Format: • Zoom (preferred) or in-person (Glen Waverley VIC) Please include in your offer: • Your hourly rate / package rate • Your experience with Xero (Payroll + General), ideally with hospitality or small business

Sydney NSW, Australia

Wed Sep 10 2025

6 days ago

Open

Browse all tasks

Last updated on 16th Sep 2025

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Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$240	$600	$840
Tax Accountants	$220	$550	$770
XERO Accounting	$300	$750	$1,050
Bookkeeping	$200	$500	$700
MYOB Accountant	$390	$975	$1,365
XERO Training	$300	$750	$1,050
Payroll Accountant	$240	$600	$840
BAS Accounting	$174	$435	$609
Tax Advisor	$160	$400	$560
MYOB Training	$400	$1,000	$1,400

*Based on average financial planning task prices in Australia. Actual marketplace earnings may vary

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