Plan for the Future With Confidence With Personalised
Tax and Financial Planning Services

Stress less about dealing with the ATO and plan for the future with confidence.
We’ll help complete your tax return, minimise your tax obligations and provide clear
advice to help you increase your assets in the long term.

*Custom Solutions Tailored To You

Personal Tax and Financial Services Designed To Minimise Your Taxes and Grow Your Wealth

At Fusion Financial, we go beyond the traditional role of accountants with a range of services to help you reach your financial goals. From minimising your tax obligations to retaining more of your income and increasing your net wealth, we can remove the stress of tax time with…
Tax Planning

Identify opportunities that help you keep more money in your pocket to save, invest or spend while eliminating stress and the risk of ATO audits.

Tax Returns

Benefit from professional and experienced preparation of your tax documents to ensure you achieve the maximum tax refund possible.

Financial Advice

Access considered and proven tax-effective strategies to help you understand and minimise your risks while growing, protecting and enjoying your wealth.

*Custom Solutions Tailored To You

Turn Tax Time From an Obligation Into an Opportunity

Paying tax is unavoidable, but there may be opportunities for you to make significant tax savings and grow your wealth. Our tax and financial services are delivered year-round so when tax time comes, your information is up-to-date and accurate, and you are ready to minimise your liabilities and tax bill as much as possible with an eye on growth. 

While you save time and hassle, our team will help you to:

*Custom Solutions Tailored To You

Enjoy Customised Tax and Financial Strategies Tailored to You

Our Process is Simple:

Step 1: Book a Free
Introductory Call

Chat with our experienced team to understand how we can help you focus on the things that matter while we help you plan for today and the future.

Step 2: Receive Zero
Cost Advice

Whether you’re missing out on opportunities to reduce your tax, looking for ways to improve cash flow, or planning for your financial future, we’ll provide clear and practical fixes for free during our initial call.

Step 3: Reach Your
Financial Goals

If you choose to work with us, we’ll manage your ATO obligations and help you create a roadmap to achieve your financial goals so you can plan for the future with confidence.

*Custom Solutions Tailored To You

You’re Probably Paying
More Tax Than You Should. Let Us Help Change That.

At Fusion Financial, we believe that your taxes and finances should be something that you are mindful of more than ‘once a year’. Our team of experts can help you reduce your tax bill legally and effectively, manage your ATO obligations to save you time, and implement a custom plan for managing your finances to suit whatever stage of life you’re in. 

If you’re ready to explore how we can help you minimise your tax today and grow your wealth tomorrow, book a free introductory call now.

*Custom Solutions Tailored To You

Privacy Policy

Fusion Financial & Accounting Services is committed to treating the personal information we collect in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). This policy outlines how we handle your personal information.

Personal information we collect

The types of personal information we collect depend on the nature of the services we are providing to you. Personal information may include:

  • General identification information such as names, date of birth, gender and occupation.
  • Contact details such as address, email address, phone and mobile phone number.
  • Payment details including PAYG Payment Summaries, payslips, and other income earning information, for example payment summaries from your employer and super fund, statements from banks and financial institutions showing interest received, employment termination payment summaries, receipts for gifts, donations and work-related expenses.
  • Information contained in identification documents such as passport or driver’s licence.
  • Government-issued identification numbers such as tax file numbers.
  • Financial information such as credit card and bank account details, shareholdings and details of investments (eg., if you have shares, units, managed funds or other investments, details of dividend payments and distributions from managed funds, any investment gains or losses from the disposal of shares, units and rental properties, including associated income and expenditure).
  • Details of superannuation and insurance arrangements.

It may also be necessary in some circumstances for us to collect sensitive Information about you in order to deliver the specific service to you. Sensitive Information may include information about a person’s race, disability, ethnic origin, political opinions, health, religious or criminal history. We will only collect and use sensitive information with your consent, in accordance with applicable laws or in a de-identified aggregated manner.

You might need to provide personal information about other individuals to us (eg., about your spouse or dependants). If so, we rely on you to have informed those individuals that you are giving their personal information to us, to have advised them about this Privacy Policy and how they can obtain a copy of it and that you have the necessary authority to provide that personal information to us.

How we collect personal information

Personal information is primarily obtained from direct interaction with you, including consultations, correspondence (including via email), by telephone and from the use of our website. In some circumstances we may be provided with information by third parties (ie. The Australian Taxation Office).

Holding personal information

We hold personal information in both electronic and hard copy. In some cases, we engage third parties to host electronic data on our behalf. We take security measures to protect the personal information we hold which includes physical controls (eg. storage of physical records in lockable cabinets) as well as technological controls (eg. restriction of access, single sign on password management). We also have policies and processes which govern document retention and data breach incidents.

We endeavour to maintain the currency of the personal information held. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you. Where data is deemed irrelevant or excessive, we will delete or anonymise as soon as reasonably practicable. However, some personal information may be retained for varying time periods to ensure we comply with legal and regulatory obligations and for other legitimate business reasons.

Purpose for collecting, holding, using or disclosing

We collect your personal information for the primary purpose of providing our services to you. We may also use your personal information for secondary purposes closely related to the primary purpose, such as email communication campaigns. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect personal information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Disclosure of personal information

Your personal information may be disclosed in a number of circumstances, primarily:

  • to third parties where you consent to the use or disclosure; and
  • where required or authorised by law.

Accessing your personal information

You may access the personal information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your personal information, please contact us in writing. We may charge you reasonable costs for providing you access to your personal information. In order to protect your personal information, we may require identification from you before releasing the requested information.

Policy Updates

This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries

If you have any queries or complaints about our Privacy Policy, please contact us at:

Postal Address: PO Box 19, Mentone VIC 3194
Phone: +61 438 549 257