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Financial Planning tasks in Australia

Check out what tasks people want done near you right now...

I would like to get help with starting a investment plan for my future

Lidcombe, New South Wales

Thu Jul 17 2025

about 3 hours ago

Open

Hi, I’m looking for a reliable and experienced Airtasker to assist my friend with preparing and submitting an application for early access to superannuation on compassionate grounds via the ATO (Australian Taxation Office). Task includes: • Reviewing the ATO eligibility criteria • Guiding my friend through the documentation required (e.g. medical certificates, invoices/quotes, financial hardship evidence) • Assisting with compiling and scanning required documents • Helping navigate the myGov portal and complete the application accurately • Ensuring everything is ready for submission to the ATO Requirements: • Strong knowledge of ATO and superannuation processes (especially early release on compassionate grounds) • Familiarity with myGov and uploading documents securely • Ability to clearly explain steps and requirements to someone not familiar with the process • Patience and professionalism Important Notes: • This is a one-off support job, ideally suited to someone with experience in tax, super, or admin support. • Must NOT ask for or require access to myGov login – all support must be provided while my friend stays logged in. • Must be based in Australia and able to assist via phone/Zoom/in person (if local). Please respond with your experience, availability, and preferred method of working (remote/in person). Thank you!

Thu Jul 17 2025

about 17 hours ago

Open

I’m CEO and financial adviser looking for a smart, organised Personal Assistant who will work remotely to help me stay on top of the personal and professional sides of life, calendars, travel, bills, and inboxes. I’m after someone who’s naturally organised, communicates well, and can manage tasks without needing much direction. This isn’t a corporate role. It’s about keeping things running smoothly, so I can focus on my business. What you’ll be handling: • Calendar and schedule management (professional and personal) • Managing health and personal appointments • Bills management and payment scheduling • Managing my professional inbox and following up on tasks • Travel management (booking flights, accommodation – both personal and professional) • General personal organisation, making sure nothing falls through the cracks You will be working 15 to 20 hours a week virtually, from anywhere in Australia. About You: • Highly organised, practical, and switched on • Comfortable communicating with a range of people • Discreet, reliable, and proactive • Compassionate and caring If you love keeping things organised, and enjoy making life easier for others, I would love to hear from you.

Thu Jul 17 2025

about 20 hours ago

Open

Tax return for 2024–2025 (and possibly earlier years) Remote | Budget: $199 AUD Due: Before Mon, 28 Jul Hi, I need help lodging my tax return for the 2024–2025 financial year. I have both TFN salary and ABN. All my statements are ready. I’m looking for a registered tax agent who can help maximise my return. I might also need assistance with previous financial years. If you're interested, please email me at [email protected] with your details and experience.

Thu Jul 17 2025

about 21 hours ago

Open

Bookkeeper to clean up Xero account. My partner previously used Xero for his building business a few years ago and we would like to start again this financial year. Looking for somebody to help clean up/reset us to start again. Thanks!

Thu Jul 17 2025

about 23 hours ago

Open

I need to apply for tax return for this 24/25 financial year. I have a TFN salary and ABN income from uber and doordash. I have all the statements ready, needs tax agent to maximise my return. please send an email with the details ( [email protected])

Thu Jul 17 2025

1 day ago

Open

I’m a registered nurse who this year also started my own fun scrub business as a sole trader. I’m looking for some assistance in completing my tax return for the 2024/25 financial year (personal/sole trader). My business is running at a loss due to only in operation for 2 months. Now that I have my business, lodging my own return has become a bit more complex, and I’d really appreciate some professional guidance, especially to make sure everything is done correctly moving forward. I’d also love to make sure I’m maximising my return where possible, both for this year and into the future.

Greenslopes QLD 4120, Australia

Wed Jul 16 2025

1 day ago

Open

Prepare project management plan

Wed Jul 16 2025

1 day ago

Open

Hi, Looking for an excel person to create a excel workbook with multiple sheets that have the following: 1) weekly / monthly budgeting (detailed and granular, I want to be able to track every $ incoming and outgoing) 2) monthly / annual savings calculator / forecasting (can calculate how much will be saved in certain amount of time) 3) financial positioning / investment summary page for investments ( current balances for super, shares, crypto since I plan to invest) (my current liabilities + equity eg home car etc ) 4) bi-weekly timetable where I can see what plans I have for the day at what time (eg gym, work, sport) 5) health and fitness page ( detailing gym workout plans, nutrition food, supplements) 6 ) a page for shopping list for things I’d Ike to buy/ own I am looking for easy to sheets that aren’t overwhelming where I can put in data and it auto updates graphs/ calculators etc. keep colours coordinated and professional looking I guess (ignore the rainbow stuff I did wasn’t a fan) I’ve used some free templates online which I felt was missing details etc, I’ve added a screenshot of fake data template I made for reference and looking for something better under your recommendations. I’ve listed the price at 100$, not sure what it should be priced, happy to pay more / reduce depending on offers. I am happy to keep this an ongoing payment should I need changes depending on my needs. If you can maybe show last work / examples ( feel free to black out major sections) just want to see how it looks and if it aligns. Feel free to reach out, If you saw an identical post prior please ignore for some reason csnt log back in the other account so had to post again .

Wed Jul 16 2025

1 day ago

Open

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Last updated on 18th Jul 2025

Unlock new income opportunities in Australia

Explore financial planning related jobs and discover your financial opportunities

Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$220	$550	$770
Tax Accountants	$200	$500	$700
XERO Accounting	$300	$750	$1,050
Bookkeeping	$220	$550	$770
MYOB Accountant	$400	$1,000	$1,400
XERO Training	$300	$750	$1,050
BAS Accounting	$174	$435	$609
Payroll Accountant	$240	$600	$840
Tax Advisor	$156	$390	$546
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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