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WEALTH PLAN

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We’re your personal FINANCIAL COACH!

Most people these days have a personal trainer / coach and pay at least $500/month for the privilege.

At Growth Prof, we’ll help you to become FINANCIALLY HEALTHY FOR LIFE for less than the cost of a personal fitness trainer.

SERVICES INCLUDED Compliance Advice Plus Virtual CFO
Unlimited phone / Email support Standard (48 hours) Moderate (next day) High priority (same day)
Freedom plan update Annual Annual Half Yearly
Portfolio snapshots Annual Half Yearly Quarterly
Transactions per annum (e.g. fund switches, rebalances, withdrawals) 1 3 3
Online access to your portfolio via client portal
Active monitoring of your investment portfolio’s research status
Will review services
Home loan review service
Annual financial plan review
Quarterly education newsletter
Quarterly wealth webinars
Half yearly financial plan review
Share trading: same day execution
Interim review in the event your circumstances change
Exclusive economist & fund manager invitation only presentations
Share trading: priority / instant execution
$150 p/month + GST $250 p/month + GST $450 p/month + GST
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Recent Blogs

Company Tax Return vs BAS vs IAS: What’s the Difference and When Each Is Due 
If you run a business in Australia, understanding your taxation obligations is essential — not just for compliance, but to avoid costly penalties and maintain healthy cash flow. Among the most important tax lodgements to know are the company tax return, Business Activity Statement (BAS), and Instalment Activity Statement (IAS). Although all three are about paying tax, they serve very different purposes, apply to different… Continue reading Company Tax Return vs BAS vs IAS: What’s the Difference and When Each Is Due 
Business News – November 2025 
TaxWise  Small business instant asset write-off  A Bill before Parliament will extend the $20,000 instant asset write-off for another year until 30 June 2026. The instant asset write-off is available to a small business (annual aggregated turnover under $10 million) that uses the simplified depreciation rules.  This means that if your business qualifies for the… Continue reading Business News – November 2025 
Business News – October 2025
TaxWise  What’s New  Income tax thresholds/amounts  Some income tax thresholds and amounts changed on 1 July 2025, while others did not. Some of the more common threshold’s amounts are listed below.   * ATI = adjustable taxable income  GDP adjustment for 2025–26  The GST and PAYG instalment amounts are usually adjusted every year by the ‘GDP adjustment factor’.   For… Continue reading Business News – October 2025
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