Resources

Fact Sheets

2023 GUIDE TO VALUING A FINANCIAL PLANNING PRACTICE

This guide will give you an understanding of how financial planning practices are valued in 2023.

2023 GUIDE TO SELLING A FINANCIAL PLANNING PRACTICE

Sell your financial planning practice for the best price and terms.

Nominating Your Tax Agent

The ATO has started an Agent Nomination Pilot Program to strengthen cyber security and minimize the emerging risks of data breaches and cyber threats.

If you are engaging a registered tax agent for the first time or switching to a new tax agent, you will soon be required to nominate them first, authorising your tax agent to access your personal information.

Forms

New Client Form

Please complete this form if you would like to become a client of Accru Hobart.

You can return this form via e-mail to admin@accruhobart.com.au or bring it to an appointment in person.