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Join Date: May 2010
Thanked 6 Times in 6 Posts
| | Re: Tax Accountant vs. Financial advisor
As a general rule, only a registered tax agent can provide tax agent services, perhaps the most common of which is the preparation and lodgement of tax returns. There are some exceptions, like lawyers who can provide advice concerning taxation laws and BAS agents who can prepare and lodge the business activity statement.
A financial advisor is not a tax agent (unless they also hold registration as such), and the same holds true for accountants. Accordingly, if your principal purpose is to have your tax prepared, you need to see an adviser who is a registered tax agent.
An accountant or lawyer, who is also a registered tax agent, is best placed to help you with your tax and general business planning. There are plenty floating around this site, including my firm, Avenue Solutions.
Hope this helps.