Tax NextGen
Breaks Its Own Record
— Again

Tax NextGen, the tax return and lodgment business operating within NextGen Group’s financial services portfolio, has surpassed its annual tax return targets for the current financial year — marking the strongest performance in the business’s operating history and continuing a period of sustained growth across the broader NextGen Group.

The result reflects an increase in both client volume and return lodgments compared to the previous year, driven by an expanding service offering, a growing team of qualified tax professionals and deepening client trust across Australia’s diverse taxpaying community.

What Tax NextGen Does

Tax NextGen is an ATO-registered tax agent service headquartered at Level 2, 415 Bourke Street, Melbourne, offering individual and business tax return lodgment to Australians across the country. The business operates under registration number 25664246 and is staffed by a team of over 50 Chartered Accountants and CPAs.

The service covers the full range of Australian tax return categories — PAYG and salaried returns, rental property returns, business returns for sole traders, companies and trusts, cryptocurrency returns, capital gains tax, rideshare and gig economy returns, student returns and amended or late lodgments. Tax NextGen also offers a free refund estimate and consultation, with no upfront fee required.

The Year in Review

This financial year, Tax NextGen recorded its highest volume of return lodgments to date — surpassing both the client numbers and total returns lodged in the previous year. The performance represents a year-on-year improvement across the business’s primary operating metrics.

Several operational factors contributed to the result. The team’s multilingual capability continued to expand its reach within Australia’s diverse communities. The business’s fully remote and phone-based consultation model allowed it to serve clients across all states and territories without geographic limitation.

“Tax NextGen’s Maximum Refund Guarantee — a commitment to identifying and claiming every eligible deduction — remained central to its client retention and referral pipeline throughout the year.”

How Tax NextGen Delivers — The Model Behind the Milestone

Beating a target is never accidental. The Tax NextGen team has built a service model that is fundamentally different from how most Australians experience tax time — and that difference is what drives consistent, year-on-year growth.

Three Simple Steps

The entire Tax NextGen process is built around the client’s time and convenience — from first contact to lodgment, zero stress.

Context Within NextGen Group

Tax NextGen operates as an independently run business within NextGen Group, sitting alongside a growing portfolio of financial services, education and technology businesses. The tax return milestone is one of several performance highlights the Group has recorded during the 2025–26 financial year.

Looking Ahead

Tax NextGen enters the next financial year with an expanded team, a refined service delivery model and a growing client base across individual, investor and business segments. The business has also added income tax training courses — available in self-paced, instructor-led and blended on-site formats — through its partnership with NextGen iQ’s Career Hub, extending its role from a tax lodgment service to a broader financial education platform.

NextGen Group will continue to report on Tax NextGen’s performance as part of its regular newsroom updates. Further information about Tax NextGen’s services is available at taxnextgen.com.au.