What’s the difference between a financial planner and an accountant? | Money & Life

  What’s the difference between a financial planner and an accountant? When it comes to getting professional advice on money matters, should you be looking for an accountant or financial planner? Find out how they’re different and what services each one offers to help you manage your finances. When you’re looking for help on anything to do with money, finding the right person to turn to for advice can be a challenge. According to a …

Do I need an accountant to do my tax return?

Do I need an accountant to do my tax return? Depending on whether your finances are straightforward or more complex, you may choose to do your tax return yourself or engage a professional. If you have multiple sources of income, various investments, possibly your own business or have lots of deductible work-related expenses, using an accountant (who’ll need to be a registered tax agent1) to prepare and lodge your tax return may be useful. However, …

Accountant or Planner – which do I need?

Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can an accountant take care of your finances or should you be speaking to a financial planner? Discover more about the difference between these two support services and how you can benefit from both. Seeing an accountant is something that’s routine for most Australians. After all, lodging a tax return is …