Strategies to reduce tax and maximise refunds from the tax professionals

No charge to forward electronic copies of your individual or business tax returns

Save $20 off your individual tax return fee for yourself and anyone you introduce

Borrowings, investments and insurance - our brokers are at your service

We'll check if you are getting the best deal from your financial products and services

Being an existing client of itp Southern has a number of advantages – apart from the knowledge that your tax returns have been double-checked to ensure you pay the minimum tax and receive the maximum refund.

FREE ELECTRONIC COPIES OF TAX RETURNS

We keep your returns electronically for 5 years. If you have had more than one return prepared by itp Southern we will email any number of copies to you (or anyone authorised by you) for free. Normally there is a charge of $25 for this service.

FREE TAX PLANNING REVIEW

As an itp Southern client you can spend an exploratory hour with one of itp Southern’s tax planning experts to see if it would be worthwhile for a full tax-planning consultation. We would only advise the preparation of a full tax planning proposal if we think you can make significant savings. Remember this preliminary consultation is free. The only thing you could lose is paying too much tax.

$40 FOR INTRODUCING A FRIEND

If, as an existing client you introduce a new client to itp Southern we will deduct $20 off your fee and $20 off your friend’s..

FREE BROKER SERVICE

itp Southern offer all our clients a comprehensive financial services broker service – for investments, borrowings and insurances.
The aim of the service is to ensure you are not paying too much for your existing financial products and services and we will advise you on the best products to suit your needs. This is a free, no-obligation service.

FREE RATE & REVIEW ALERT

As an itp Southern client you can also enroll for free on our RATE & REVIEW ALERT register. Simply let us have a copy of any existing mortgage, lease or insurance agreement and if we can find a significantly better product or cheaper rate we will notify you by email. There is no obligation to take any products and there is no charge for this service. Our associated brokers are constantly analysing the market and products and are happy to share their knowledge with our clients.

ask itp

If you have any questions about tax, investments, borrowings, insurance or any other itp service use this free online service and one of our professionals will answer your query.