- Investment Advice
- Retirement Planning
- Asset Protection and Structures | Wealth Management
- Budgeting, cash flow and debt management
- Personal Protection and Insurance
- Finance and Lending
- Tax Planning | Wealth Management
- Estate Planning
- Accounting Services | Wealth Management
- Business Services | Wealth Management
Tax Planning | Wealth Management
We see tax planning as the strategic key to your success and the lifestyle you deserve. Every tax position strategically planned, every choice beneficial, every decision compliments your ultimate goal.
What do you need to prepare for tax time this year?
Our experience shows that you get the most out of tax time when you come prepared with absolute clarity on your top 3 financial and personal goals. Click below to complete the goal assessment form, and one of our Modoras Professionals will be touch to help you put a plan in place.
Complete your tax return via the Modoras online tax portal!
We are focused on optimising your individual tax return. Whether that be maximising your tax refund or minimising the tax payable.
Submit your return via the secure Modoras online tax portal and once complete, a Modoras Accountant will be in touch to discuss the tax return and opportunities to maximise your tax position.
Click the button below to get started now.
Do you know how to make the most of your tax refund? Click here to hear a few ideas from Modoras Group Head of Wealth, Paul Gaffney.
We asked a range of Modoras experts to share their top tips and tricks for individuals and businesses. Click the orange button below to hear their insights. Make sure to come back from time to time, as we update this page regularly.