Finance & Tax Content Strategy | Harris Content & Copy
๐Ÿ“Š Finance & Tax Specialist

Financial content that's accurate enough to share with your clients

Financial services content that misrepresents a product, oversteps ASIC boundaries, or oversimplifies tax complexity doesn't just underperform โ€” it creates risk. Maggie Harris writes financial content that your advisers, compliance team, and clients can all stand behind.

Wealth management Tax advisory Investment content ASIC-aware SMSF content Fintech
Financial sector expertise
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Wealth & Financial Planning Investment strategy, portfolio content, superannuation, retirement planning
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Tax Law & Accounting Tax strategy, ATO updates, SMSF, corporate structuring, tax advisory
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Real Estate Investment Investment property analysis, buyers agent content, development finance
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Fintech & Financial Software Financial platforms, accounting software, payment technology, open banking

Why financial services content is uniquely difficult to get right

Financial content sits at the intersection of regulatory compliance, audience sophistication, and genuine complexity. Getting any one of these wrong undermines the whole piece.

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ASIC boundaries are real and consequential

Financial services content in Australia is regulated. Content that inadvertently strays into financial product advice without appropriate licensing, or that makes returns claims without proper caveats, isn't just sloppy โ€” it creates genuine legal and regulatory exposure for your business.

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Sophisticated audiences see through thin content

Financial advisors, accountants, high-net-worth investors, and sophisticated SMSF trustees don't need basics explained to them. Content that underestimates its audience loses credibility immediately. But content that gets the complexity wrong is worse.

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Tax law changes constantly

Tax legislation, ATO guidance, superannuation rules, and ASIC regulations all update regularly. Evergreen content that doesn't reflect current law isn't just outdated โ€” in financial services, it can be actively misleading to clients who rely on it.

Deep knowledge across the financial sector

The financial knowledge to write accurately, and the communications skill to make complex concepts accessible to the right audience at the right level.

Core Expertise

Wealth Management & Financial Planning

Understands the AFS licensing framework, the difference between general and personal financial advice, fee disclosure requirements, and how to write investment content that is both compelling and compliant. Can write for both the advisers (as a tool) and the clients (as content that builds trust).

AFS licensing context Investment strategy Superannuation Retirement planning Fee disclosure SMSF content
Core Expertise

Tax Law & Accounting Firms

Deep familiarity with Australian tax law โ€” income tax, CGT, FBT, GST, Division 7A, and corporate structures โ€” written in a way that demonstrates real understanding without requiring a law degree to read. Tax advisory firms use this content to position themselves as genuinely expert, not just "we can help with your tax return."

ATO guidance CGT & investment tax Corporate structures Division 7A Tax strategy FBT & GST

Real Estate Investment

Investment property analysis, development finance, buyers agent content, and real estate investment strategy โ€” written with an understanding of the tax implications, cash flow modelling, and the specific language that sophisticated property investors use and expect.

Investment property Buyers agent content SMSF property Development finance Rental yield analysis

Fintech & Financial Software

Financial technology platforms, accounting software, open banking products, and payment solutions โ€” content that explains genuine product differentiation to audiences who understand financial services well enough to spot marketing fluff from genuine value.

Accounting software Open banking Payment technology B2B fintech Financial APIs

What I write for finance and tax clients

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Investment Research & Market Content

Investment strategy articles, market commentary, asset class explainers, and portfolio construction content โ€” at the depth your clients and advisers actually need.

E.g. "Navigating rising interest rates: what it means for your property investment portfolio in 2026"
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Tax Strategy & ATO Update Content

Timely, accurate breakdowns of tax law changes, ATO guidance updates, and proactive tax strategy content that positions your firm as the go-to expert your clients call first.

E.g. "The 2026 Federal Budget tax changes: what your SMSF trustee clients need to know now"
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White Papers & Technical Guides

Authoritative long-form content for sophisticated audiences โ€” SMSF strategy guides, estate planning explainers, corporate structure guides, and investment framework documents.

E.g. "The SMSF property investment guide: compliance, strategy, and the numbers that matter"
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Website Copy & Service Pages

Service descriptions, home pages, and landing pages for financial advisory, accounting, and fintech firms โ€” ASIC-aware and written for both search engines and sophisticated clients.

E.g. Full website rewrite for a boutique financial planning firm targeting high-net-worth clients
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Client Newsletters & Email Campaigns

Monthly or quarterly client newsletters, product launch emails, and nurture sequences โ€” the regular, credible communication that keeps your clients engaged and your referrals flowing.

E.g. Monthly tax advisory newsletter keeping accounting clients informed of ATO changes
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SEO Blog Programme

Ongoing blog content targeting the high-intent searches your ideal clients make โ€” from "SMSF investment property rules" to "best way to structure a family trust" โ€” with the depth that ranks in competitive financial search.

E.g. Monthly authority blog for a wealth management firm targeting HNW search terms

Financial content that won't keep your compliance team up at night

ASIC-regulated content has specific requirements around how financial products can be described, what constitutes financial product advice, and what disclosures are required. Most writers don't know where these lines are.

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    Understanding general vs. personal advice Content is written to be educational and informational โ€” clearly positioned as general information rather than personal financial advice, with appropriate general advice warnings where relevant.
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    Returns claims and past performance Understands the ASIC guidance on investment return claims, past performance disclaimers, and the language that triggers product disclosure requirements โ€” and writes around them correctly.
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    ATO guidance accuracy Tax content is checked against current ATO guidance, not just general knowledge. When tax law is contested or nuanced, that's noted explicitly โ€” not smoothed over.
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    Working with your compliance team Happy to submit drafts through your compliance review process. Most content requires minimal revision because the awareness of compliance constraints is built in from the start.
Regulatory context I work within
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ASIC RG 234 โ€” Financial product advertising Content avoids misleading impressions about financial products, returns, and performance โ€” including implied representations.
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Financial Services Guide requirements Understands when services content crosses into areas requiring FSG disclosure and how to write around those boundaries.
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AFS licensing framework Understands the scope of AFS-licensed activity and writes financial content that supports rather than undermines that framework.
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ATO technical guidance currency Tax content reflects current ATO tax rulings, practice statements, and legislative instruments โ€” not outdated summaries.
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Privacy Act & client data content Content about client data handling, privacy policies, and information collection reflects current Privacy Act requirements.

Audiences I understand in finance and tax

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Financial Planners & Advisers
AFS-licensed planners and their clients. Content that supports their advice process, demonstrates thought leadership, and keeps clients engaged between review meetings.
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Accountants & Tax Advisers
Tax advisory and accounting firms competing on expertise rather than price. Need content that demonstrates depth, stays current with ATO guidance, and builds genuine authority.
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High-Net-Worth Investors
Sophisticated investors who understand complex structures โ€” family trusts, SMSFs, development finance. Need content at a level that respects their financial literacy.
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Property Investors & Developers
Active property investors and developers who need content covering investment strategy, tax implications, development finance, and market analysis at an expert level.
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Fintech Founders & Teams
Fintech companies who need content that explains their product differentiation to sophisticated financial audiences โ€” advisers, accountants, and enterprise finance teams.
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SMSF Trustees
Self-managed super fund trustees who are often sophisticated investors in their own right โ€” and expect content that reflects their level of engagement with their own financial strategy.
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Corporate Treasury & Finance
Corporate finance teams evaluating financial software, treasury products, and risk management solutions. Need technically accurate content that speaks to operational and compliance priorities.
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ESG & Impact Investors
Sustainable investment funds, ESG-focused financial products, and impact investing platforms. Content that navigates greenwashing concerns while communicating genuine sustainability credentials.

Why financial services content is worth getting right

In financial services, trust is the product. Your clients aren't just buying advice โ€” they're trusting you with their financial security. Every piece of content you publish either reinforces that trust or quietly erodes it.

  • Content that demonstrates genuine expertise builds referrals from existing clients
  • Thought leadership positions you above fee-comparison shopping
  • Consistent quality content builds Google authority for valuable search terms
  • Compliance-aware content protects you from regulatory exposure
  • Regular publication keeps your firm top-of-mind at decision moments
78%
of high-net-worth investors read content from financial advisers before engaging โ€” and judge expertise by content quality
$250/hr
Typical rate for experienced specialist finance copywriters in Australia โ€” reflecting the genuine expertise required
3โ€“5ร—
more referrals generated by financial firms with consistent, high-quality content programmes vs. sporadic publishing

What specialist finance content achieves

Financial Advisory Firm ยท SEO Content Programme

From invisible to page one: building search authority for a boutique investment advisory firm

A boutique investment advisory firm serving high-net-worth clients had been producing occasional blog posts โ€” generic, low-depth content that was similar to what every other advisory firm published. They had genuine expertise in complex SMSF investment strategies and alternative asset allocation, but none of that showed up in their content. The challenge: get them ranking for the searches their ideal clients actually make, with content credible enough to convert sophisticated prospects.

Pg 1 Google ranking for primary target keyword within 4 months of starting the programme
โ†‘220% Increase in organic traffic within 6 months
3 new High-value client enquiries directly attributed to blog content in quarter one
"We'd tried three other copywriters for our tax and investment content. Either they oversimplified, or they got something wrong that made our compliance team nervous. Maggie understood the ASIC context from day one and wrote content our advisers actually share with clients."

โ€” Marketing Director, Financial Advisory Firm (AU)

Does your content match the expertise your clients are paying for?

Start with a free content audit โ€” a senior-level review of your current financial content: what's working, what's creating compliance risk, and exactly where to focus for the best return.