What you need to know

Any advice provided by Jordan Financial Solutions: Accounting and Taxation detailed above is provided independently of Jordan Financial Solutions Pty Ltd and our Licensee, AMP Financial Planning Pty Ltd. Neither Jordan Financial Solutions Pty Ltd, nor AMP Financial Planning Pty Ltd take any responsibility for any actions or service they provide.

The proposed website includes information regarding services that are not covered by AMP Financial Planning Pty Ltd. These services include, preparation and lodgement of tax returns for personal and small business clients, and incorporation services for the establishment of companies, trusts and superfunds.


JFS can assist in the preparation and lodgments of individual tax returns for existing and new clients.
As Registered Tax Agents with abundant experience and knowledge of the tax system and Australian taxation law and procedure, our clients will access the benefits of a professional who acts in your best interests, and achieve the best legal outcomes suitable to your circumstances.

By joining JFS as a tax client, you are included in our Tax Agent Listing, can enjoy the benefits of extended dates for lodgement of your income tax return, and enjoy the confidence and protection of a professional to attend to your affairs.

Once you confirm our engagement, we are able to provide you the advice and support you require, tailored to your needs.


A ‘Starter’ is commonly referred to as a person


An ‘Accumulator’ is commonly referred to as a person

Pre Retirees

A ‘Pre-Retiree’ is commonly referred to as a person


When becoming a ‘Retiree’, these people will be satisfied