We’ve made some important changes to our tax return offer

As you know, we are “all-in” on our commitment to be the welcome catalyst for people to take charge of their financial futures. This means we need to adjust our Tax Return service offering.

We don’t believe that taking charge of your financial future is about the lodgement of an isolated tax return....so we’ve made some important changes that may be relevant for you.

What is the change?

CXC Financial Partners (CXCFP) will no longer complete individual tax returns for clients that only utilise our business for this one-off tax return lodgement service. However, we have an easy alternate solution, so please read on.

Who is affected?

If you solely engage the business for the preparation of your annual individual tax return. i.e. if you do not utilise any of our 4 advice businesses, including the following specialty areas:

Why the change?

We don’t believe the isolated task of preparing and lodging a tax return is consistent with our core business goal and customer promise of being a catalyst for people to take charge of their financial future.

A tax return is an obligatory requirement that leaves little room for our team to make an impact. In isolation, this task, while important does not activate your prosperity.

“I set the business up in 2010 with the objective of partnering with clients to improve their financial position, by making better strategic decisions.We believe prosperity is an attitude not a destination. With this change, we hope it’s not goodbye to those clients only utilising our individual tax return offering as we hope we can work together in a more holistic and meaningful way. For those wanting to take the leap, we’ll define your goals, evaluate different pathways and execute a holistic plan to realise your true financial potential.” - Tim Hobart

What are my options?

  1. Come and see us for a complementary financial discovery and diagnosis session – we can determine if you can add value to your current situation by expanding our role. There is no obligation, we’d simply love to have a chat with you to bring clarity to your financial world.
  2. If you’d prefer just to have your tax return completed, that’s ok too! We’ve partnered with H&R Block to ensure our tax return only clients continue to access a great solution.

The H&R Block Solution

As a household name, H&R Block have completed individual tax returns in Australia since 1971. With over 2,000 tax consultants operating from over 470 offices in Australia we’re confident the team will deliver an outstanding solution. This man power and expertise combined with powerful technology solutions will deliver great tax outcomes while minimising the administration time for clients.

If you’ve lodged your tax return through CXCFP in the past, you’ll be pleased to hear the process is much the same. You simply login to the H&R Block portal and the team will review your submission and be in touch with any requirements or to discuss your tax return. You’ll still receive a call from a qualified tax professional to ensure you have every opportunity to maximise your tax return.

More information?

Should you require any further information please email the tax team at taxservices@cxcfp.com.au

Kind Regards
CXC Financial Partners