Doing the right thing at the right time
Building Success Across Industries
At Gen Y Accountants, we understand that each industry has its own unique financial landscape. That’s why we tailor our services to meet the specific needs of a wide range of businesses, typically with annual revenues between $100k and $10m.
Here are just a few of the industries we proudly serve:
We are here to SERVE YOU
Step One
Understanding You
An opportunity to discover what you really want to achieve for your finanaal future and in life. We will listen to you in order to understand your current situaton and any specific issues concerning you.
Step Two
Meeting
Identifying any gaps between what you really want and where you are currently heading. We will help you to discover your true goals for your financial future.
Step Three
Closing The Gap
Together we develop and propose options and pactical solutions that can achieve an outcome that really reflects your needs and your goals. You then choose which option best suits you.
Step Four
Build A Plan
With you we develop a solid fnancial plan specific to your chosen model and one that truly reflects your individual needs and situation.
Step Five
Action
We will lead and coordinate the implementation of your plan, together with all necessary financial and legal patners. We will set the right stucture and firm foundation to get your financial house in order.
Step Six
Review, Respond, Correct
We will continue to monitor your situation and chosen plan to ensure that any evolving changes and opportunities are handled in an accurate and timely manner — remember we are with you for the longer haul.
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Frequently Asked Questions
General FAQs
What services do you offer at Gen Y Accountants?
We offer a wide range of accounting and financial services, including tax preparation, bookkeeping, business advisory, superannuation, wealth creation, loan and mortgage assistance, and insurance protection.
How can I book an appointment?
You can easily book an appointment online through our website or by calling our office directly.
What are your fees?
Our fees vary depending on the service you require. Please contact us for a personalized quote.
Tax Related FAQs
Is income protection insurance tax-deductible?
Yes, generally the premiums you pay for income protection insurance are tax-deductible. However, there are exceptions, so it’s best to consult with us for specific advice.
When is the tax deadline?
The tax deadline for individuals is typically October 31st if you are lodging through a tax agent.
What documents do I need to provide for my tax return?
You’ll need to provide us with your income statements, bank statements, investment summaries, and any other relevant financial documents. We’ll provide you with a detailed checklist.
Insurance FAQs
Why do I need income protection insurance?
Income protection insurance provides a safety net if you’re unable to work due to illness or injury, ensuring you can maintain your lifestyle and financial commitments.
What other types of insurance do you offer?
We offer a range of insurance products, including life insurance, TPD insurance, trauma insurance, and business insurance. We can help you find the right coverage for your needs.