Year-end tax projection
We forecast your taxable income well before June so there are no nasty surprises in October.
Tax planning
Plan ahead. Pay less. Legally.
Tax planning is what happens before 30 June — not after. We map your position early, model the options, and show you exactly what each decision saves you.
A typical planning session covers:
- Estimated tax position for the year
- Timing of income and deductible spend
- Superannuation contribution strategy
- Business structure and asset protection
- Cash set-aside plan so tax never stings
What's included
Strategy that shows up on your bottom line.
Deduction strategy
Instant asset write-offs, prepayments and timing decisions applied to your actual numbers.
Superannuation planning
Concessional caps, carry-forward contributions and the paperwork to make them count.
Structure review
Sole trader, company, trust or a mix — we check your structure still fits where the business is heading.
Family & distribution planning
Trust distributions, dividends and salary mixes reviewed and minuted correctly each year.
Cash flow for tax
A clear schedule of what's due and when, so instalments and BAS never catch you short.
How it works
How a planning engagement runs.
Position review
We pull your year-to-date numbers and model where you'll land at 30 June.
Strategy session
A one-hour meeting walking through the options, each with a dollar figure attached.
Written plan
You get a short, plain-English plan listing every action, the deadline and the saving.
We implement
Resolutions, contributions and paperwork handled before the cut-off — not chased afterwards.
Tax planning questions
Before you ask…
When is the best time to do tax planning?+
March to May is ideal — there's enough of the year behind you to forecast accurately, and enough time left to actually act. That said, structure decisions are worth reviewing any time.
Is this different from doing my tax return?+
Completely. A tax return reports what already happened. Planning changes the outcome while you can still influence it.
Is any of this aggressive or risky?+
No. Everything we recommend sits squarely within Australian tax law and ATO guidance. We document the reasoning so your position is defensible.
Will it be worth the fee?+
For most trading businesses the savings comfortably exceed the cost. If we review your position and see nothing meaningful to gain, we'll tell you that up front.
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