It's the right moment to review the year — see what your income did, what your structure caught and what it missed, and decide what to change before the next twelve months compound the same outcome.
For doctors lodging FY2025–26 returns. Time-sensitive — slots fill quickly between June and September.
For most doctors, June 30 to October 31 is a five-month window where every important piece of their financial life is sitting on one set of documents — the tax return. And almost none of them use that moment to do anything other than lodge it.
Between June and October, a generalist firm processes hundreds of returns. There's no time for strategic review. Each return becomes a transaction, not a conversation.
After eighty-hour weeks, the priority is to lodge, get the refund (or pay the bill), and move on. Asking "what could we have done differently?" requires energy most doctors don't have in October.
The accountant sees the tax data. The financial planner sees the super. The broker sees the loans. The tax return is the only document that connects them — and nobody is reading it for that connection.
When we sit down with a doctor in July, August or September, the conversation isn't about lodgement. The lodgement is the easy part. The conversation is about twelve questions a tax return implicitly answers — and what your specific answers reveal about the year you just had and the year ahead.
A generalist accounting firm wants to push your return through the lodgement queue and get paid for the return. We've spent two decades doing something different: using the tax return as the start of the conversation, not the end of it.
A free PDF guide with the 12 questions above, plus a year-on-year comparison framework and an action list template. Use it with your current accountant, or as the brief for our conversation.
Get the PDF (free) →Bring last year's tax return. We'll show you what it reveals about the year — and what changes would change the picture twelve months from now.
EOFY review slots fill between June and September. Earlier bookings have more time to action changes before lodgement.
General Advice Warning. The information on this page is general information only and does not take into account your personal objectives, financial situation, or needs. Before making any financial, tax, credit, or property decision, consider whether the information is appropriate for you having regard to your own circumstances, and seek personal advice from a qualified adviser. Tax outcomes depend on individual circumstances and current tax law. Tax law changes; settings referenced reflect FY2025–26 as understood at the time of publication. Examples and figures are illustrative only — individual outcomes vary materially.