Tax Return Checklist

No. MyBudget does not prepare or lodge tax returns. We provide budgeting guidance only. This checklist is designed to help self-lodgers stay organised and understand what documents they may need at tax time.

MyBudget offers a full range of money management services including, personal budgeting, debt management and savings plans. We help you create a personalised budget, set up a realistic money saving plan, pay bills on time, reduce credit card debt, manage cash flow, consolidate or negotiate debts, and build strong long-term savings habits. Our financial coaches work closely with you to support your goals and make managing money easier and more predictable.

MyBudget combines expert financial coaching with smart technology to give you a personalised money management system that makes budgeting easier. Unlike traditional budget apps or budget spreadsheets that you manage on your own, we help you organise bills, reduce debt, plan for future expenses, build savings and stay accountable. We can even negotiate with your creditors for you. With more than 25 years of experience, our team guides and supports you every step of the way so you can finally feel in control of your finances.

Your MyBudget journey begins with an initial conversation with one of our Money Coaches. They will chat to you about your financial position and gain an understanding of the financial goals you want to achieve. Once we have this snapshot, we will connect you with your very own Personal Budgeting Specialist. We can arrange a time convenient to you (and your partner where relevant). At that session we create a customised 12-month Personal Budget Plan that is yours to keep for FREE! This budget plan provides you with a detailed understanding of how, together with the support of MyBudget, you can live a life free from money worries and achieve your financial goals.

MyBudget is a budgeting, debt solutions and money management service, not a licensed financial adviser. We specialise in personal budgeting, debt help, cash flow management and savings plans to reduce money stress and help you work toward your goals. We do not recommend specific financial products or investments. If you need investment or specialised financial planning advice, we may suggest speaking with a licensed financial adviser while we support you with a strong personal budget and debt management plan.

Every appointment to set up your personalised budget is completely free. If you decide to join, your fees will depend on the complexity of your financial situation and the level of support you need. Our mission is to improve financial wellbeing, so our fees are designed to be an affordable investment towards helping you achieve your financial goals.