TaxAssist Finance is a specialist finance broking service, backed by access to more than sixty lenders and a senior broker team led by Suman Hooda, Adrian Peacock and Arun Sharma. The team manages the entire lending journey from enquiry through to settlement, on behalf of clients introduced through our franchised practices.
If you have been considering a TaxAssist franchise, this launch tells you something important about the network you would be joining. We invest. We innovate. And we keep building new ways for our franchisees to earn, grow, and serve clients more deeply, year after year.
Perfectly Timed with Tax Season
The launch is deliberately timed with the run up to the end of the financial year, the busiest, highest value client engagement period of an accountant’s calendar. Every tax planning meeting, every refund conversation, every year end review becomes a natural opening for a broader financial discussion.
Clients receiving refunds are already thinking about how to put that money to work, whether that is a home deposit, an investment property, paying down personal debt, or upgrading the family vehicle. Business clients reviewing their position before 30 June are precisely the audience for ute lending, equipment finance, asset releases, and ATO debt restructuring. As a TaxAssist franchisee, the doors are already open. TaxAssist Finance simply gives you something more valuable to offer when you walk through them.
What This Means for Franchisees
The launch creates immediate, practical opportunities to deepen client relationships, solve problems most accountants cannot, and unlock a new revenue stream that runs alongside your core accounting income. Here is what is now available across the network.
Residential and Business Lending, Under One Roof
Whether clients are buying their first home, investing in property, refinancing, or financing commercial premises, TaxAssist Finance provides strategic lending solutions across both personal and business needs. As a franchisee, you can offer a complete financial services proposition without leaving the network.
Free Mortgage Rate Reviews for Every Referred Client
Every client referred into TaxAssist Finance is entitled to a complimentary mortgage rate review. With interest rates and lender appetites shifting constantly, this is a high value, low friction conversation that often uncovers meaningful savings, and it positions you as the trusted adviser who proactively looks after a client’s wider financial position.
Smarter Lending on Fully Depreciated Assets
Many business clients run utes, vehicles, and equipment that have been fully depreciated on the books. TaxAssist Finance can arrange lending against these assets, releasing capital that can be redeployed into the business, and creating fresh tax planning opportunities at the same time. It is a powerful conversation to have at year end.
Funding for New and Growing Businesses
From a tradie expanding their tool set, to a café fit out, to a coffee machine operator scaling their fleet, lending solutions are now available across the start up and growth phases of the business journey. This positions you to support clients at the moments that matter most, when capital is often hardest to access.
A Practical Solution for ATO Debt
Now that ATO interest charges are no longer tax deductible, ATO debt has become a far more expensive problem for business owners. TaxAssist Finance can arrange a tax deductible business loan to settle that debt, restoring deductibility, easing cash flow pressure, and giving clients a clearer path forward. This single conversation can save a client thousands, and create a lifelong advocate for your practice.
A Franchise Network Built for Multiple Revenue Streams
TaxAssist Finance is not a side project. It is part of a deliberate strategy to give every franchisee more ways to earn, more reasons for clients to stay, and more depth in the services you offer. The franchisor invests in the systems, the brokers, the marketing, and the lead generation. Franchisees in turn benefit from a richer service line they did not have to build, fund, or staff themselves.
Earn While You Advise
Franchisees can earn up to fifty percent commission on referred business through the TaxAssist Finance referral program. Every settled loan delivers incremental income to your practice, alongside the deeper client engagement that comes with solving more of their financial life. Combined with your core accounting, bookkeeping, BAS, advisory and tax planning income, this creates a multi stream revenue model very few independent accountants ever build on their own.
The Wider Opportunity
Joining TaxAssist gives you more than a brand on the door. You step into a national network with central marketing, established brand recognition, automated client journeys, lead generation, integrated technology, and a support office actively investing in the next generation of services your clients will want.
TaxAssist Finance is the latest example of that commitment. It will not be the last. The network you join today will look broader, smarter, and more valuable in twelve months than it does right now, and broader again the year after that.
If you have been weighing up whether to start your own practice from scratch, or join a network with genuine momentum, this is what momentum looks like.
Get Started
Visit taxassistfinance.com.au to meet the broker team and explore the full suite of services, and reach out to our team if you would like to discuss the franchise opportunity in more detail.
This is a real opportunity to build a modern accounting practice, with multiple income streams, deeper client relationships, and the backing of a network committed to your long-term growth. We would love to welcome you into the next chapter of TaxAssist Accountants.
