Service
Proactive tax planning
The worst time to find out your tax bill is after the year has ended, because by then, most of the levers are gone. We plan before 30 June so your tax is predictable and legally as low as it should be.
Fixed fees, no surprises. Ongoing tax & advisory from $200/month.
- You only hear from your accountant at tax time
- You've been hit with a surprise tax bill before
- You want to legally minimise what you pay
- You've had a strong year and want to plan for it
What's included
Everything handled, for one fixed fee.
A pre-June profit and tax-position forecast, so there are no surprises
Structuring review, is your set-up still the most tax-effective?
Timing of income, deductions and asset purchases
Superannuation contribution strategy within the caps
Instant asset write-off timing while it's available
A clear, written action plan you can actually follow
Common questions
The sweet spot is April-May, once most of the year's numbers are actuals rather than estimates but there's still time to act before 30 June. Some strategies, like additional super contributions or bringing forward an asset purchase, only work if they're done before year-end.
For most business owners, yes, the tax legally saved and the surprise bills avoided usually outweigh the cost many times over. Just as importantly, you go into 30 June knowing your number instead of hoping for the best.
It's a focused conversation about where you're at and what's possible, structuring, timing, super and cash flow, ending in a plain-English action plan. Your first one is free; we'll tell you if ongoing planning is worth it for you.
If we don't make your financial life simpler, we part ways. No lock-in contracts, no risk.
Ready to stop worrying about your tax and bookkeeping?
In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.
Book Your Free Strategy Session (opens in new window)