Tax Planning
Keep More of What You Earn
Proactive tax planning, entity structuring, and shareholder salary optimisation — strategic planning that puts more money back in your pocket.
What's Included
Strategic tax planning that goes well beyond lodging returns on time.
Who It's For
For business owners and investors who want their tax strategy to be as sharp as their business strategy.
Business Owners
Owners of SMEs who are paying significant tax and suspect there might be a smarter way to structure things — they're usually right.
Property Investors
Investors with rental portfolios who need help navigating bright-line rules, LTC structures, and interest deductibility changes.
Multi-Entity Structures
Owners with companies, trusts, and personal income who need an integrated approach to optimise tax across the whole group.
How It Works
A proactive, structured approach to reducing your tax — not just filing it.
Review Your Current Position
We start by understanding your full financial picture — income sources, entity structures, assets, and goals. We identify where you're paying more tax than you need to. This isn't a year-end exercise — we plan year-round so you're always in the best position.
Identify Opportunities
We analyse your situation against current tax legislation and build a plan that balances legitimate deductions with your lending capacity, cash flow needs, and long-term growth goals. Paying less tax isn't always the smartest move — paying the right amount is.
Build Your Tax Plan
We create a tailored tax plan with specific, actionable recommendations — from salary levels and entity structures to timing of income and deductions.
Implement & Monitor
We help you implement the plan and review it regularly. Tax legislation changes, and so do your circumstances — we ensure your strategy stays optimised year after year.
Industries We Serve
This service is popular with businesses in these sectors.
Stop Overpaying Tax
Tax planning support is included in our Growth plan from $990+GST/month, or get a comprehensive annual tax planning review with our Strategic plan at $1,990+GST/month.