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Our Services

At CLN Financial Services, we offer a comprehensive range of services designed to make managing your finances as seamless and stress-free as possible.

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How We Can Help

Our expert team is here to assist you with all your taxation, accounting, and loan needs, ensuring you have the support and guidance required to achieve your financial goals.

Taxation
Hassle-free handle individual, small business, and self-employed tax returns.
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Accounting
Chat to our friendly team about all your accounting needs.​
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Home Loans
Whether you're a first home buyer, refinancing or an investor, we can help.
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Business Assistance
We help set up and lodge your BAS statements.
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Construction Loans
We secure the perfect loan to build your dream home.
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Debt Consolidation
We combine multiple debts into one easy repayment.
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Getting started

First Steps

Using a financial advisor’s letter of engagement before a taxation appointment is essential for clarity and transparency. Let’s get started on improving your financial future.

Letter Of Engagement
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A few things you might want to know

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Australian businesses with an annual turnover of $75,000 or more are required to register for GST. If your business has a lower turnover you are not required to register, but you may do so if you wish. The exception is ride-sharing and taxi drivers, who need to register for GST irrespective of their turnover. You will only be required to charge your customers GST if you are registered. Your local H&R Block office can assist you with your application to register for GST.

Tax file number

Identification such as drivers licence

Deductions you want to claim

If you are unsure please contact the office at info@clnfinancial.com.au

Log into the MyGov portal and select Australian Taxation Office (ATO) it will be there.

If you do not have a MyGov account you can usually find your TFN on: On your previous notice of assessment (NOA), Correspondence received from the ATO, Payment summary or income statement (provided by your employer), superannuation account statement.

  1. Decide if you want to operate using a name other than your personal name.
  2. Check your proposed business name doesn’t infringe on existing trade marks.
  3. Register your business name.
  4. Apply for the relevant licences and registrations for your business type, such as a TFN and ABN.
  5. Find the right insurance for your business.

Want more information? Visit https://business.vic.gov.au/business-information/start-a-business/business-structures/sole-trader

Please see our pricing here.

Select the get in touch button at the top of the screen.

We will inquire about your current financial situation, including details about household expenses and liabilities such as credit cards, car loans, and Afterpay commitments.

To process your application, we will need the following documents: payslips, transaction account statements, loan statements, the contract of sale (if applicable), rates notice, and identification documents.

Please provide information on the amount you wish to borrow, the type of property (whether owner-occupied or investment).

If you have any uncertainties, please don’t hesitate to ask one of our staff members today.

A mortgage broker acts as an intermediary, facilitating home loans by working with banks and lenders. It’s their responsibility to prioritize your best interests when recommending a loan.

A skilled broker collaborates with you to:

  • Understand your specific needs and financial goals.
  • Determine a borrowing amount that fits your budget.
  • Explore various loan options tailored to your circumstances.
  • Provide clear explanations of loan terms, including interest rates, features, and fees.
  • Assist with the loan application process and oversee it until settlement.

Testimonials

Hear what our clients have to say about our services.

“We engaged CLN Financial Services to re-mortgage our current home loan. We wanted to investigate whether we could negotiate a better loan rate through alternative lenders. Craig was a pleasure to deal with, he listened to our requirements and gave us a series of options all with pros and cons. We ended up saving a small fortune off our loan each month, which given our current financial climate has been a welcome relief. Craig was personable, professional and communicated with us throughout the entire process. I would highly recommend CLN Financial Services to anyone looking to refinance."
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Cassie
“Been getting my Tax return now for a few years now with Craig is always helpful, knowledgeable and great service. Would recommend CLN Financial services A++.”
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Sarah
“Craig helped us with our mortgage, he did an impeccable job. He was attentive and confident we would be successful. I’m sure without Craig we would have missed out on your dream home. Thank you Craig and your team you’ve been amazing for us!”
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Rachel
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Taxation

Accounting

Home Loans

Business Assistance

Construction Loans

Debt Consolidation

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