Only 10% of accounting practices provide tax planning services in Australia! Tax planning is not just providing you with forecasts and graphs. It’s about how to implement strategies to save you tax, improve your cashflows and expand your business.

 Tax planning and advisory services are specialised skills. Accounting degrees don’t teach these. They are developed through years of experience, proactive and relentless focus, client centred services and a drive to excel at the highest level.

What is tax planning? As defined by the ATO, it is arranging your financial affairs to keep your tax to a minimum. It is legitimate when you do it within the letter and the spirit of the law.

Therefore, tax planning is organising clients’ affairs in the most tax effective way within the intent of the law. On the contrary, tax avoidance involves the deliberate exploitation of the tax system which is illegal.

How do we go about doing a tax plan? We first find out about you! We interview you to find out about your current circumstances, where you want to be in the future, your goals, lifestyle and your capacity to implement strategies. We keep it as simple as possible, often with diagrams to help you understand the process.