Mortgage Brokering
Are you looking to buy that dream home or investment property?
Our experienced mortgage broker team work hard to get you the lowest possible rate available from over 50+ different banks. All of our mortgage brokers are paid via salary and are totally unbiased.
Beware of loan structure
Depending on your circumstances, more importantly though than the lowest rate could be the structure of the loan. If you are a property investor or an aspiring property investor you will want to make sure that the loan for the property does not ‘tie your hands behind your back’ and make it difficult to purchase your subsequent properties.
Our loan specialists understand all of this and by fully understanding what you are looking to achieve, we will be able to propose to you the best possible solution.
We handpick the best rate from 52+ different lenders
Our experienced mortgage broker team work hard to get you the lowest possible rate available from over 50+ different banks. All of our mortgage brokers are paid via salary and are totally unbiased.
Does a mortgage broker cost more than a bank?
No, this is a common misconception however generally speaking the commission that the mortgage broker receives would otherwise just add to the profit margin of the loan.
Why use Moneytax as your mortgage brokering specialist?
- Protect your credit rating (if you apply for a bank and they reject you it stays on credit rating making next loan harder) money tax mortgage brokers will provide you An accurate assessment of your chances prior to going to the bank and potentially save a red mark against your credit file.
- Access to 50+ different lenders
- Save time (get your loan or refinance at same time as your tax.)
- Difficult loans (different banks have different requirements for instance the treatment of HECS debt may differ from one bank to the next and may render you eligible to receive a loan from one bank but not the other. Sole traders and self-employed people will also find it difficult to access finance.
- Save money (banks will often leave you on a poor rate even if the interest rate changes and their is an opportunity to save money).
- Our loan specialists understand all of this and by fully understanding what you are looking to achieve, we will be able to propose to you the best possible solution.
Refinancing Your Loan
Are your paying too much interest on your loan? Moneytax provides a hassle free opportunity for you to refinance at the same time as getting your tax done.
With a huge pool of lenders and our ex-banking sector mortgage brokers we could be able to save you a significant amount of money which would otherwise go straight to the bank.
Refinancing is generally a relatively straight forward process and our experienced mortgage brokers will be able to assist you every step of the way.
Speak to one of our experienced mortgage brokers today.
Same Day Approval
When time is of the essence Moneytax will be here to help your to secure the preapproval for that dream property or investment.
Money tax can help you get preapproval finance for a property extremely quickly, however It’s important to ensure all the ‘ducks are in a row’ prior to applying for finance from a bank as if the bank rejects your application it can affect your credit rating.
Speak to one of our mortgage brokers today.
Book An Appointment
Why Use Moneytax?
35 Year Track Record
We’ve been doing individual and sole trader tax returns as our bread and butter on the Northern Beaches for over 35 years and every year we complete around six thousand tax returns. Nearly all of our clients come from “word-of-mouth” referrals from our customers in the Northern Beaches community. We achieved this high level of reputation in the area by delivering the best taxation service available service on the Northern Beaches and so we guarantee if you come in for a tax return you simply won’t get a better tax outcome.
Fee From Refund
Available to most of our clients, this means no fee is payable until the Australian Tax Office refund is received. This generally takes between 5-10 business days from when you come in for your appointment.
Better Accountants – Here’s Why
Our competitors are generally only open for about 6 months of the year. They have training programs allowing them to churn and burn tax agent assistants from young university students or stay at home parents who will be employed (generally) for between 1-2 years and then the person will move on and do something else. At Moneytax we are open all year round and all of our accountants have literally had 5+ years of experience. Moneytax is full of “career tax agents” who take the job very seriously and just like we don’t churn and burn accountants, we don’t do it to our customers either.
Fast Turnaround
Generally a tax return will take 30 minutes to complete however if you have rental properties, Capital Gains Tax events or are seeking detailed advice the appointment may take longer. We encourage all our clients to ask as many tax related questions as they can during this appointment and we will ensure while providing a timely tax return that your questions are all answered properly and your individual tax situation will be assessed and advised upon.
All Year Support
Unlike most of our competitors, we are open throughout the whole year and not just during the “tax season” between July and November. This means if you have questions or your situation changes and you require tax advice, help is just a phone call away.
Remote Tax Returns
How It Works
Here at Moneytax we understand that it is not always possible for you to come to our office. In our aim to facilitate your needs, we have implemented this taxation service to occur over phone/email. This service allows you to submit your tax return within the freedom of your own home.
Fill in the form below and we’ll call you back and complete your return over the phone.
What To Bring? Tax Checklist
Minimum information Required
- Name
- Tax file number
- Date of Birth
We can normally complete your personal tax return provided we have the following minimum information:
Often we will be able to access income summaries from employers and interest summaries from banks from our Tax Agent Portal however if you have a rental property then we will definitely need a completed year end summary or some sort of rental statement.
Please download our tax checklist below for more information.
Download Tax Checklist (PDF)