How our Tax Planning Process works

First of all, we request from you details of your expected income and business profits for the tax year. This includes all wages/employment income, interest and dividends and rental income received, business profits/losses, and any capital gains/losses you expect to make.

Based on this information, we estimate your taxable income and your tax payable BEFORE any tax planning strategies. For example, we may calculate (based on your information) that you may have a taxable income of $100,000. This would result in $27,000 tax (estimate purposes only) and Medicare levy payable.

Secondly, we discuss all of your tax planning options. Some of these may be things to do in your business, and some of these may be investment / wealth creation options.

Third, we provide you with a report that explains in plain English the tax planning strategies we recommend and exactly how much tax you will save.

And finally, we provide you with an easy-to-follow Action Plan to ensure that both you and we can do everything that needs to be actioned before 30 June.

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