Registered agents, guided by SettleMate
We focus on migrant scenarios by coordinating with registered Australian tax agents for residency checks, returns, BAS, and ATO correspondence—while keeping communication clear and organised.
Registered tax agent delivery
Independent registered Australian tax agents deliver the tax work while SettleMate stays beside you for onboarding and support.
Guided documentation
Checklists, secure uploads, and organised paperwork so your agent can prepare and lodge smoothly.
Residency and obligations review
Registered agents assess residency, deductions, BAS needs, and ATO obligations for migrant scenarios.
Transparent coordination
SettleMate keeps you informed from intake to lodgement with clear, timely updates.
Tax & Finance Services in Australia
SettleMate coordinates with independent registered Australian tax agents to handle your tax needs while we manage documentation, communication, and client support.
Registered agents
Individual tax return preparation & lodgement
Registered Australian tax agents prepare and lodge your return, with SettleMate coordinating info, timing, and questions.
Residency
Tax residency assessment
Residency checks for migrants, students, expats, and WHV with guidance from registered agents.
BAS support
BAS and business tax support
ABN contractors and small businesses get BAS prep, GST guidance, and evidence capture via registered agents.
ATO-ready
Superannuation, deductions, and ATO assistance
Super queries, deduction guidance, and ATO correspondence handled with registered agents.
Where we start
30-minute coordination call + residency needs
Use case
New migrants & students
Registered agents handle first-year returns, split residency, and overseas income with SettleMate coordinating the steps.
Use case
Working holiday & expats
Treaty-aware guidance and day-count evidence prepared in coordination with a registered agent.
Use case
ABN contractors & freelancers
GST thresholds, BAS cadence, and deductible expense capture—coordinated with registered agents and organised by SettleMate.
Use case
Employees with side income
Multiple income streams and evidence for work-related deductions prepared with your registered agent and our coordination.
A guided, transparent workflow
Four clear steps with communication at every milestone.
01
Discovery & coordination
SettleMate gathers your goals and connects you with a registered Australian tax agent best suited to your situation.
02
Document intake
Checklists and secure uploads so the agent has what they need to prepare your return or BAS without delays.
03
Preparation by a registered agent
Registered tax agents handle preparation, residency assessment, and compliance checks; we keep you in the loop.
04
Lodgement coordination
SettleMate coordinates lodgement with your registered agent and keeps you updated on outcomes and next steps.
Important: Tax agent services are provided by registered tax agents. SettleMate is not a tax agent but coordinates documentation and client support.
Compliance-first, coordinated by SettleMate
Registered Australian tax agents handle the tax work; SettleMate keeps documentation, communication, and updates organised.
Registered
Tax agent services provided by independent TPB-registered professionals
Coordinated
SettleMate manages documents, communication, and client support
Secure
Checklist-led intake and secure uploads for smoother preparation
Supported
ATO correspondence assistance coordinated with your registered agent
Who we serve
Migrants, students, expats, employees with side gigs, and ABN contractors—supported through registered Australian tax agents with guided coordination from SettleMate.
Migrants & first-year filers
Residency checks, split-year income, and deductions with evidence that satisfies ATO.
Students & WHV
Part-time work, super stapling, and simple returns that avoid common errors.
Contractors & freelancers (ABN)
GST/BAS, expense capture, and quarterly planning to keep cash flow predictable.
Expats returning to Australia
Cross-border income mapping, treaty considerations, and CGT timing.
“SettleMate coordinated my documents and a registered tax agent clarified my residency and overseas income steps.”
Ananya D.
New migrant, software engineer
Residency clarity with registered agent
“BAS and deductions are handled with a registered agent while SettleMate keeps the process organised and on time.”
Marcus T.
Director, design studio
Coordinated BAS support
“We were connected to a registered agent for property tax questions, and SettleMate kept communication clear.”
Priya & Joel
Property investors
Registered agent guidance
Tax questions, answered
What clients ask most before we coordinate with registered tax agents.
Can you help determine my tax residency?
Yes. Registered Australian tax agents assess your residency status, days in/out, and treaty considerations, with SettleMate coordinating the process.
Do you handle BAS and payroll filings?
Registered agents can prepare and lodge BAS and related filings. SettleMate manages documentation, timelines, and client support.
What documents do you need to start?
ID, income statements, deduction receipts, bank/export data, and prior returns. SettleMate provides a checklist and secure connection with a registered tax agent.
Can you assist with ABN or side income?
Yes. Registered agents advise on GST thresholds, BAS filing, and defensible deductions; SettleMate coordinates the workflow.
Tax support consult
Need residency clarity or clean BAS? Book registered tax agent support.
SettleMate coordinates your documents, questions, and timelines while registered Australian tax agents prepare and lodge your filings.
Recent outcome
Registered agent-led coordination
Registered
TPB tax agent engaged
Coordinated
Docs collected & shared
Prepared
Agent handles lodgement
Supported
SettleMate updates you
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