Tax Planning and Advice

Tax Planning and Advice

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein. Intelligent tax planning means understanding the changes that come along with tax policies and rules. It is, therefore, recommended that one must trust professionals for the perfect tax planning and advice in Melbourne. At SF Advisory, we understand that tax advisory is complex and an ever-changing area. We understand that effective tax planning and advice would give you the ability to minimise the liability. We provide you with the most effective tax planning strategies that assist you in saving and building wealth. Our tax advisors have extensive experience in helping all our clients with proper planning that meets their current and long term financial needs. There are many issues that tax planning can assist with. Some of them are

  • Australian Taxation Office Compliance Obligations & Issues
  • Tax Calculations of Business and Investment
  • Technical Updates in Matters Relating to Tax
  • Reviewing the Current Procedures and Processes
  • Reducing the Burden of Tax Obligations

Every Australian has an obligation to pay tax, but most of the citizens are not aware of what to do to manage the taxes. SF Advisory collaborates with you to work together to fully understand your current financial position. We assist you in effectively reducing tax liability and manage your tax planning by providing timely, accurate and focused tax solutions based on your specific needs. We provide you with

  • Identifying and managing your tax risks
  • Assisting you in maximising opportunities by considering tax implications
  • Ensuring compliance with ATO regulations.


We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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