Knowledgeable Lending & Insurance Support Brisbane & Gold Coast


A wooden block with a percent sign on it is sitting on top of a pile of money.

Practical Lending & Insurance Solutions That Actually Protect You

What would happen if you lost your income tomorrow, or your business needed urgent funding? For most people, the answer is financial stress, credit card debt—or worse. Whether you're facing a life change, buying property, or running a growing business, having the right insurance and lending advice can make all the difference.

At Tax Time Accountants in Logan, we help individuals, families, and businesses across Brisbane and the Gold Coast find smart, affordable protection and lending options. We don’t push one-size-fits-all products. Instead, we find solutions that suit your needs, budget and goals—backed by 30+ years of experience in tax and finance.

Need home lending, business loans or income protection? Let’s find the right fit—without the jargon or hard sell.

Personal & Business Insurance That Covers What Matters

Insurance isn’t about fear—it’s about freedom. When you know you’re protected, you can focus on living, building your business or supporting your family without the “what ifs.”

At Tax Time Accountants, we help you set up insurance that:

 

  • Protects your income and lifestyle
  • Supports your family in the event of illness or death
  • Covers property damage or liability claims
  • Meets lender and regulatory requirements
  • Delivers real value, not just a sales pitch

We’ll work with you to compare policies and providers, explain your options, and help you secure:

 

  • Life Insurance
  • Total & Permanent Disability (TPD)
  • Trauma/Critical Illness Insurance
  • Public Liability & Business Insurance
  • Home, Contents & Car Insurance

And if we don’t offer it in-house, we’ll find you someone we trust who does.

Simple, Affordable Home Lending Advice

Getting the right home loan is more than just chasing the lowest interest rate. It’s about long-term flexibility, tax efficiency and lifestyle planning.

With over 25 years in banking and broking, Duncan Perkins helps clients:


  • Secure pre-approval quickly
  • Access competitive rates across multiple lenders
  • Structure loans to suit personal and investment goals
  • Refinance for better terms or debt consolidation
  • Understand how loans impact tax and cash flow

Whether you're buying your first home, upgrading, or investing, we’ll simplify the process—and find a solution that’s smarter, not just cheaper.

Looking for expert lending advice? Our sister company, Home Loan Essentials specialises in residential and investment property finance, refinancing, and tailored lending solutions to suit every stage of life. Together, we make sure your loan supports your goals—not just your bank’s bottom line.

Tailored Business Lending That Works For You

Businesses need cash to grow—and at Tax Time, we help you get it with the right strategy, not just another loan application.

We’ll help you:

 

  • Access secured or unsecured business loans
  • Set up overdrafts or lines of credit
  • Finance equipment, vehicles or expansions
  • Refinance existing business debts
  • Align your loan with your business tax strategy

Unlike most lenders, we understand both finance and tax law, which means we can structure your lending to maximise cash flow and minimise tax—a rare combination in the finance world.

Income Protection That Keeps You Covered

Your greatest asset isn’t your house—it’s your ability to earn an income. So what happens if injury, illness, or redundancy leaves you unable to work?

We’ll help you:


  • Set up income protection tailored to your career
  • Understand waiting periods, benefit amounts and claim processes
  • Combine cover with other policies like TPD or trauma
  • Integrate your policy into your tax and super strategy

Don't wait until you're out of work to ask about cover—the best time to protect your income is while you're still earning it.

Frequently Asked Questions

  • Can You Help Me Compare Insurance Providers?

    Yes, we provide quotes and explain the differences so you can make an informed decision. No jargon, no pressure.

  • Do You Offer In-House Lending?

    Yes—through Home Loan Essentials, we provide in-house lending support. We also work with a wide range of banks and non-bank lenders.

  • Is Income Protection Tax Deductible?

    In most cases, yes. We’ll structure your policy to maximise deductions wherever possible.

  • Do I Need Business Insurance Even If I Work From Home?

    Yes—liability and equipment cover are still important even in home-based setups.

Why Choose Us For Insurance & Lending

  • Over 25 Years In Banking, Broking & Lending
  • We Understand Both Tax & Finance—A Rare Combo
  • No Pushy Sales—Just Honest, Expert Advice
  • Full Range Of Lending Options: Home, Business, Equipment
  • In-House Support For Loans, Insurance & Tax Planning
  • Personalised Income Protection For Every Budget
  • Affordable Insurance For Individuals & Small Businesses
  • Strategic Loan Structures That Minimise Tax
  • Trusted Across Greater Brisbane & The Gold Coast
  • One Point Of Contact—Real People, Real Results

Need home lending or insurance advice? Call our experts on (07) 3803 0537.