Tax Planning

High level tax planning is more than just spending $2 to get back $1

Tax Planning for Individuals

Individuals can plan for tax too
Have you considered concessional and no-concessional contributions
Catch up contributions for expected capital gains
First home super saver scheme
Redraw versus Offsets
Effective loan structures for tax purposes
Maximising deductions

Tax Planning for Businesses

How to restructure when it is all wrong or when your structure is no longer appropriate for you
Ongoing planning for access to the small business concessions
When to take a wage from your company that is going to make a loss anyway

Tax Planning for Property Investors

Most investors buy in their personal names. Advanced investors always consider different structures. We recommend you at least consider the other options before purchasing
Effective loan structures for tax purposes
Different structures for growth and revenue investments
Good debt versus bad debt

What is involved

Why tax planning is important

Tax planning is crucial for individuals and business as it minimises tax liabilities, keeping more cash in your pocket. For business owners, effective tax planning leads to savings that can be reinvested for growth. Additionally, for those wishing to invest in property long-term, tax planning is vital as it helps identify tax benefits with real estate investments, such as depreciation and capital gains strategies. Tax planning is a proactive strategy that helps you organise your finances in a way that minimises taxes, boost cash flow and enhance your long term wealth growth.

I need more tax planning

Send us a message or request a call