Finance Guide 2026
Review common deduction categories for financial planners and build a practical claim list before lodging your return.
These are common categories for financial planners. Final claim eligibility depends on your duties and records.
Work-related and evidence-backed claims only.
Work-related and evidence-backed claims only.
Work-related and evidence-backed claims only.
Work-related and evidence-backed claims only.
Free occupation guide
We will send a practical checklist built for financial planners, including common deduction areas, evidence to gather, and mistakes to double-check before lodging.
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Occupation-specific categories
Focused on the work expenses people in this role commonly review.
Evidence prompts
What receipts, logs, registrations, or work-use notes to have ready.
Pre-lodgement review
Quick checks to help avoid weak or overstated claims.
News is pulled from live Google News search results focused on Australian tax deductions and ATO updates.
Start with your occupation prefilled, add your income details, and generate a structured list of likely deduction opportunities.
Let's start by confirming your details to identify relevant deductions.
Note: Generative AI is experimental. For financial or tax advice, please consult a qualified professional.
You may be able to claim home office costs when work duties are completed from home and records are maintained. Eligibility depends on your role and evidence.
Keep receipts, invoices, payment confirmations, usage logs, and notes that show work-related use and dates.
Many work-related memberships can be deductible where they directly relate to earning your income.