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5 tax-time questions to get the most from your accountant

Learn the best questions to ask your accountant during tax time so you can claim more, stay compliant, and plan smarter for your financial future.

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About this episode

In this Australian Finance Podcast episode, Owen Rask shares 5 essential questions to ask your accountant this tax season. You’ll learn how to:

  • Maximise deductions and find missed opportunities
  • Learn what successful clients do to minimise tax
  • Plan ahead for your next big financial decisions
  • Track your net worth like a pro
  • Make your investing admin easier for next year

If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠!

Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more practical finance tips.

Topics Covered

  • Why tax time is your responsibility, not your accountant’s
  • The true cost of DIY tax returns
  • What good accountants do differently
  • 5 tax-time questions you must ask
  • Planning ahead for investing, buying property, and growing a family
  • Why structuring your investments matters
  • The hidden benefits of talking to your accountant more than once a year

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