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tax planning

Unlock your business’s full potential with our expert tax planning services!

Maximise tax savings, gain clarity, make informed decisions, and improve your tax position — all while staying focused on growing your business. Take control of your business and secure your success today!

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Tax Planning Package

Tax Planning Package

Valued at $1,500

$797 / incl GST

  • Full Documentation Package
  • Personalised Strategies
  • Original Tax Projection Calculations
  • Tax Strategy Calculations
  • Tax Planning Schedule
  • Group Tax Repayment Schedule
  • 60 Min Tax Planning Meeting with Client Director & Client Manager
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It’s Never Too Soon To Start PLANNING

Original Tax Projections

Original projections based on your figures.

Tax Strategy Calculations

Strategies calculated from your numbers.

Tax Planning Presentation

We’ll present your roadmap to success.

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"WHAT DOES THE PACKAGE INCLUDE?"

  • Full documentation package.
  • Management letter with strategies to minimise tax burden.
  • Original tax projection calculations for your group so you know what you will pay without tax strategies implemented.
  • Tax strategies calculation for your group showing the dollar impact of your selected strategies.
  • Tax Planning Schedule with recommended strategies to show the potential tax outcome for your group after implementing the advised tax strategies.
  • Group Tax Repayment schedule showing you when you should expect to make tax payments in the next financial year. This is to assist in cashflow management of your taxes. No one likes a tax surprise!

Our Tax Planning package also includes an hour face to face or zoom meeting. The purpose of the meeting will be to assist you to understand and grasp the advice we are providing and give you the direction you need to implement each strategy for maximum effect. This package is highly recommended if you have not engaged in tax planning before or if you prefer hands-on help to completely understand the data and reports produced.

"WHY ENGAGE IN TAX PLANNING?"

An important part of the service we provide to our business clients is a review of the financial performance of your business and your projected tax situation before the end of the tax year.

This review allows us to assist with the following objectives:

  • Estimate the amount of income tax payable for this year and the amounts and timing of tax instalments for next year.
  • Determine the optimum mix of gross salary (and corresponding PAYG Withholdings) and superannuation contributions to be paid this year.
  • Consider income tax planning initiatives that may be undertaken to minimise income tax for the current year.

Tax planning is one of the most valuable exercises that you could engage your accountant to complete on your behalf.

"WHO IS TAX PLANNING FOR?"

Our Tax Planning Pack Package is for business owners who are looking to improve, plan and succeed this financial year. The year is not over yet and there is still room to improve and increase your profits, benefits and strategy.

If you do not know what to expect from your year end or are looking to find strategies to turn this year around, this is for you.

"IS THIS SERVICE TAX DEDUCTIBLE?"

Yes! Our Tax Planning service is 100% tax deductible and will also help you reduce your tax burden this year!

"WHEN DO I PAY FOR THIS SERVICE?"

We bill at completion of work, after our Tax Planning Appointment.

Tax Planning Doesn’t Have to be Scary

We offer bespoke solutions tailored to your unique circumstances. Leave the numbers to us – we use your data to provide projections and tax strategies for your business. Get ahead of the game, book in.

Start Planning Today!