Financial Planning in Australia
Financial Planning in Australia, with a CA who reviews your full financial picture, not just one issue. Online, transparent pricing.
- 1DiscoverGoals and current position.
- 2PlanPlan with tax impact.
- 3ReviewYearly update.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
Financial Planning in Australia
Why clients in Australia choose Indus Tax for this service.
Indus Tax provides Financial Planning services for clients in Australia — 100% online, with CA-reviewed execution and end-to-end support. No office visit is required. You share documents digitally and our CA team handles everything from verification to final submission.
Australia is a growing business hub across . Our team understands the specific tax and compliance requirements of professionals and businesses in Australia and ensures every filing is accurate and on time.
To begin, WhatsApp us your requirement. We'll send a clear checklist of documents needed, a fixed-scope quote, and a timeline — before we start any work.
About Financial Planning
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
Most people plan investments without the tax picture and file tax without the investment picture. We bring the two together, so decisions like selling, switching regimes or adding to NPS are made with their tax effect known.
Tax-aware financial planning maps your goals, cash flow, insurance needs and retirement against the tax rules that apply to each choice — regime selection, capital gains rates, NPS and EPF treatment, and how investments are taxed when you exit. Advice on specific securities or funds must come from a SEBI-registered investment adviser, which we provide through partners.
| Covers | Goals, cash flow, insurance, retirement, tax |
|---|---|
| Equity gains | 20% short-term; 12.5% long-term above ₹1.25 lakh |
| Debt funds (from April 2023) | Taxed at slab rates |
| Product advice | Through a SEBI-registered investment adviser |
Work that the law requires a SEBI-registered investment adviser to sign or represent is delivered through Indus Tax's partner professionals; our team prepares the records, coordinates the filing and stays your single point of contact.
Who this is for
Common scenarios where this service is a good fit.
- Salaried professionals
- Business owners
- Families planning education and retirement
- Returning NRIs
What you get
Clear deliverables so you know exactly what’s included.
- Goal and cash-flow plan
- Insurance adequacy check
- Tax impact of choices
- Annual review
Documents required
A practical checklist. We’ll tell you if anything else is needed based on your case.
Process
A simple, trackable workflow.
Goals and current position.
Plan with tax impact.
Yearly update.
Get a quote
We share a clear quote after a quick checklist pre-check.
- ₹5,000 to ₹25,000 depending on complexity.
- Goal and cash-flow plan
- Insurance adequacy check
- Tax impact of choices
- Annual review
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
FAQs
Quick answers to common questions.
This page also covers
- Retirement planning
- EPF, NPS and withdrawals with their tax treatment.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
Financial Planning in Australia — FAQs
Common questions from clients in Australia.
