Business Details
Trusted Tax & Accounting Services in Brookvale
Moneytax Financial Centre has been delivering expert tax and accounting services on the Northern Beaches for over 35 years. Our team of career tax agents, with a minimum of five years' experience each, ensures clients receive unparalleled expertise and consistent service year-round. We specialise in individual and business tax compliance, Xero cloud accounting solutions, SMSF setup and administration, and mortgage broking services.Our fee-from-refund model ensures no upfront costs for most clients, while our fast turnaround times and comprehensive support address both immediate needs and long-term financial strategies. With a reputation built on 6,000+ annual tax returns and word-of-mouth referrals, we combine technical proficiency with personalised advice to maximise client outcomes.
Services
Individual Tax Returns
Small Business Bookkeeping
SMSF Solutions
Mortgage Broking
Xero Accounting
Wealth Management
Home Loans
Tax Compliance
Financial Advice
Cloud Accounting
Highlights and features
- 35+ years of specialist tax experience on the Northern Beaches
- Career tax agents with minimum 5 years' experience each
- Fee-from-refund model with no upfront payments required
- Year-round support beyond traditional tax season periods
- Integrated cloud accounting and mortgage broking solutions
Associations and certifications
- Xero Gold Partners
What people say
Pleasant experience
Friendly and easy to deal with
Always done a great job
Professional team
Maximised tax refund
Services
Individual Tax Returns
Our experienced accountants specialise in maximising tax refunds for individuals through comprehensive return preparation. We offer fast 30-minute appointments with expert guidance on deductions and tax position optimisation. Clients benefit from year-round support and a fee-from-refund model that ensures no upfront payments for most cases.
SMSF Solutions
We provide complete SMSF setup and administration services with average two-week turnaround times. Our specialists handle cryptocurrency investments, property purchases, and online share trading within SMSFs while ensuring regulatory compliance. In-house mortgage broking supports property acquisitions through self-managed super funds.
Mortgage Broking
Our unbiased mortgage brokers access 50+ lenders to secure competitive home loan rates. Services include same-day pre-approvals, refinancing assistance, and investment property financing. We protect clients' credit ratings through preliminary eligibility assessments and structure loans to support future property investments.
Xero Accounting
As Xero Gold Partners, we implement tailored cloud accounting systems for small businesses. Our services include software setup, process automation, invoicing systems, and BAS preparation. We optimise accounting workflows to save time while ensuring ATO compliance for businesses of all transaction volumes.
Small Business Bookkeeping
We offer comprehensive bookkeeping services with automated accounts receivable/payable systems and payroll processing. Our solutions scale from simple Excel setups for small operations to full Xero implementations for high-transaction businesses. Services include system training and financial process optimisation to reclaim business owners' time.
Questions
What documents do I need for my tax return?
We require your name, tax file number, date of birth, and income summaries. Rental property owners need year-end statements.
Can I get same-day mortgage pre-approval?
Yes, we offer same-day pre-approvals when all documentation is complete and verified.
Do you offer remote tax services?
Yes, we complete tax returns via phone/email for clients who cannot visit our office.
Are your mortgage services free?
Our mortgage brokering is free as we receive commissions from lenders, not clients.
How quickly can you set up an SMSF?
Our average SMSF setup time is two weeks from initial consultation to fund establishment.
What accounting software do you support?
We specialise in Xero but support all major cloud accounting platforms and Excel.
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Reviews (7)
Pittwater Mowing
Jan 05, 2022
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Positive:Professionalism
Great professional service Ive been using them for years Highly Recommended
Great professional service Ive been using them for years Highly Recommended
Josh Noor
Aug 08, 2020
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Positive:Professionalism
James Spicer is very professional, Always does a great job with attention to detail. Highly recommend.
James Spicer is very professional, Always does a great job with attention to detail. Highly recommend.
Eva Cieslak
Aug 01, 2020
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I have been using them for a few years now and found them always efficient, helpful and professional. Would definitely recommend.
Scott Ferguson
May 31, 2020
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My tax return was held up at the ATO's end however I received a personal call of apology from the owner of Moneytax, Ross Haywood. I was both surprised and impressed with this level of accountability as most businesses would look to shift the blame. Ross' actions were a textbook example of good customer care.
Brooke Hayne
Dec 17, 2018
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It depends on which tax agent. In the past, I was able to sit down and discuss the situation to get advice / help. This time, no meeting or discussion, only email correspondence resulting in me not knowing what they needed (and therefore not providing all info needed), lots of mistakes and rework of the return. At the conclusion, $1700 was deducted from my return to cover this return and work done but not completed on other returns. When I complained and asked have my concern escalated, I was threatened by to be reported to ATO for a full audit of my tax.
Joyce Reyes
Jul 04, 2017
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I feel as though i was being rushed to get out of there. Frankly since it was my first time last year to lodge a tax return i know i was throwing them a bunch of questions but they didnt even explain them properly. they just said no to everything thats the end of discussion. My tax return came back very quickly like two weeks and i give them that. But i woudnt come back and do business with them
Differential Studios
Jul 21, 2016
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Have used Moneytax for my business and personal tax purposes for several years now. Super friendly, easy to deal with, and amazing staff. As they have accountants, planners, mortgage brokers under one roof, it just makes it so easy. Definitely worth a visit or call!
