Tax Planning & Strategy
Pre-30 June planning that puts you in control of your tax outcome.
What this service is for
Tax planning is the difference between discovering your tax bill and deciding it. We review your year before it closes, model the options and put the actions in place while you still can.
Built for these situations.
Business owners
Profit, drawings, super and Division 7A all considered together before EOFY.
Property & share investors
CGT modelling on planned sales, with discount and offset strategies.
High-income earners
Concessional and non-concessional super, deductible structures and timing.
SMSF trustees
Contribution caps, pension thresholds and asset rebalancing reviewed together.
What's included
Every engagement is scoped to your situation. Here's the typical scope of work covered under this service.
- Pre-30 June tax planning meeting
- Year-end tax estimate
- CGT modelling on planned transactions
- Superannuation contribution strategies
- Dividend, distribution and salary mix
- Division 7A and loan management
- Instant asset write-off and depreciation
- Cash flow plan for tax payments
How we work together.
- Step 01
Gather the numbers
We pull year-to-date figures from your file and forecast to 30 June.
- Step 02
Model the options
Side-by-side comparison of strategies with the tax impact of each.
- Step 03
Action before EOFY
Documented action list, with the right resolutions, contributions and entries done in time.
Where this service makes the biggest difference.
Bumper trading year
Profit smoothed using super, bonus timing and considered structure decisions.
Planning a property sale
CGT modelled, timing and concessions reviewed before contracts sign.
Restructure on the horizon
Tax cost of restructuring weighed against long-term planning benefits.
What you can expect from us.
No 30 June surprises
You know what you owe before the year ends.
Decisions, not regrets
Strategies are chosen, modelled and signed off in advance.
Compliant by design
Aggressive enough to be useful, never aggressive enough to be risky.
Documented
Every strategy backed by working papers you can rely on.
Questions clients ask.
Have something else on your mind? Book a consultation and we'll talk it through.
You may also need.
Individual Tax Returns
Personal tax returns prepared properly, with planning advice that follows.
Learn moreBusiness Accounting & Tax
Year-end accounting and tax for businesses of every structure, with ongoing support across the year.
Learn moreBusiness Structures
Choose, set up and refine the right structure for your business or investments.
Learn moreNo matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 0410 900 005