Frequently Asked Questions

Yes. Z Wealth Group assists individuals with tax return preparation and lodgement, including salary and wage income, work-related deductions, investment income, rental properties, capital gains, trust distributions and other tax matters relevant to your circumstances.

No. Depending on your circumstances, your tax return may result in a refund, no amount payable or tax payable. Our role is to help you understand your tax position and meet your lodgement obligations.

Individual tax returns start from $95. The final cost will depend on your circumstances and the complexity of your tax return.

Yes. We assist sole traders, partnerships, companies and trusts with business tax returns, financial statements and tax compliance obligations.

Yes. We provide EOFY tax planning support for individuals, investors and business owners where appropriate. Any tax planning strategy must be lawful, properly documented and suitable for your circumstances.

Yes. We assist property investors with rental property income, deductible expenses, depreciation considerations, capital gains tax and other tax matters relevant to their circumstances.

Yes. We can assist with capital gains tax considerations for property, shares, investments and other assets. The tax outcome will depend on your specific circumstances.

Yes. You can book an appointment through our website, by phone or by email.

Business accounting is the process of reviewing, interpreting and reporting the financial activity of a business so business owners can understand performance, manage obligations and make informed decisions.

We provide business accounting services for sole traders, partnerships, companies, trusts, family groups, property investors, business owners and SMSF-related structures where appropriate.

Yes. Z Wealth Group offers transparent monthly fixed-fee arrangements, with fees quoted upfront for agreed services.

Our business accounting packages include Value, Growth and Wealth. Each package can be tailored depending on the level of accounting, reporting, tax planning and advisory support your business needs.

Yes. We offer complimentary meet and greet appointments for business owners who would like to discuss their needs, understand our business accounting packages and explore how we may be able to support them.

Yes. We can assist with SMSF accounting, tax return preparation, financial statements and related compliance support.

Yes. We can help you understand the potential benefits, responsibilities, costs and risks of an SMSF. Whether an SMSF is suitable will depend on your circumstances.

Financial planning may be helpful if you want to review your superannuation, plan for retirement, protect your family, invest for the future or create a more structured approach to your finances.

Yes. Retirement planning can help you understand your superannuation, expected income, investment strategy and long-term financial position.

Yes. Financial planning may include reviewing your superannuation position, contribution strategies, investment options, retirement planning and SMSF considerations where appropriate.

Yes. Financial planning may include reviewing personal insurance needs such as life insurance, income protection, total and permanent disability insurance and trauma insurance.

Yes. We can assist clients with home loan options, refinancing and loan structure considerations.

Yes. We can assist with investment property loans and help consider borrowing capacity, cash flow and loan structure.

Yes. We can assist with business loans, commercial finance, vehicle finance and other lending needs.

Yes. We can help clients review refinancing options and consider whether a different loan structure may suit their needs.

Through referral partners, clients may be able to access property investment guidance and opportunities where available.

Z Wealth Group has offices in Gregory Hills and Penrith.

Yes. We offer flexible appointments face-to-face, by phone and by email.

Yes. Z Wealth Group supports clients across Australia by phone and email.

No, many services can be provided remotely.

Yes. We assist businesses across Australia with accounting, taxation and business advisory services.