Findex
Last updated★ 4.3 · 18 Google reviews
Findex is a financial planning and advisory firm with an accounting team at Level 24, 1 O'Connell Street in Sydney's CBD. It describes itself mainly as a financial planning firm, not an accounting-only practice. It is best known for pairing tax, BAS, payroll and SMSF work with financial planning under one roof, for individuals, businesses and self-managed super funds.
Services from Findex
Tax
Business services
Super and SMSF
Findex's accounting team prepares individual and business tax returns and BAS, and handles bookkeeping and payroll for businesses. Its SMSF work covers both administration and advice, bringing accounting, financial planning and lending into one service. The firm works with cloud-based accounting systems. Tax work sits alongside wealth management, investment advice and personal insurance, which the firm also offers.
What customers say about Findex
- 💬Customers say their adviser answers questions promptly and clearly.
- 💬Customers describe the advice as sound.
Tips for visiting Findex
- ✓Ask for an SMSF fee figure before you start, since the firm says the cost depends on how complex the fund is.
- ✓Ask whether the initial consultation is free before you book, as the website does not say.
- ✓If you only need tax returns, say so early so the adviser can tell you whether that fits the firm's service range.
Near Findex
FAQ about Findex
Does Findex do SMSF work?
Yes. It administers self-managed super funds and gives SMSF advice, and its SMSF page cites more than 6,000 SMSF clients.
Is Findex part of a larger group?
Yes. Findex describes itself as a national group with more than 90 offices across Australia.
Does Findex look after small businesses?
Yes. It handles business tax returns, BAS, bookkeeping and payroll for businesses.