Service
Tax Planning & Strategy
Pre-June planning that puts you in control of your tax position instead of reacting to it.
Tax planning happens before 30 June, not when the return is prepared. We estimate your position in the last quarter of the financial year and work through the legitimate levers available to you — timing, structure, superannuation, asset purchases and distributions — so there are no surprises in your assessment.
What's included
- Pre-30 June tax position estimates
- Superannuation contribution strategies
- Trust distribution resolutions
- Capital gains timing and small business CGT concessions
- Asset purchase and depreciation timing
- Division 7A loan management
What you get out of it
No June surprises
You know your likely tax bill months in advance and can set the cash aside for it.
Legitimate savings
Every strategy is documented and defensible — we do not go near arrangements that will not stand up to ATO review.
Documented properly
Trust resolutions and elections completed and signed before the deadlines that make them valid.
Questions we get asked
April or May is ideal. That gives enough time to act on the strategies before 30 June while your year-to-date figures are already meaningful.
The information on this page is general in nature and does not take your personal circumstances into account. Speak with us before acting on it.
Let's talk about your numbers
Book a free 20-minute conversation. We'll tell you honestly whether we can help, what it would involve and what it would cost — before you commit to anything.