Tax Solutions
Most businesses wait until after June 30 to think about tax. By then, it’s too late to optimise. We forecast your position in April/May, giving you time to make strategic moves that legally minimise what you pay.
Why Year-End Tax Planning Matters
June 30 is a hard deadline. After that date closes, your tax position is locked in. Every strategic opportunity to legally reduce your tax bill disappears. You’re left documenting what happened instead of planning what should happen.
Most businesses approach year-end reactively. They wait for their accountant to tell them the damage after June 30, then scramble to find money for the tax bill. No planning, no strategy, no opportunity to minimise the obligation.
Year-end tax planning works differently. In April or May, we calculate your estimated position for the year. We model scenarios showing how different decisions affect your tax payable. You have 6-8 weeks to make strategic moves that reduce your obligation legally and properly.
For trusts, this isn’t optional. Distribution decisions must be made before June 30, and getting them wrong means paying more tax than necessary across your family group. We bring over a decade experience of enterprise-level tax strategy to ensure you position correctly.
Minimise Your Tax Before June 30
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Complete calculation of your estimated tax position for the financial year. Exact projections showing what you'll owe across all entities in your business structure.
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Detailed written report covering your current position, legitimate tax-reduction opportunities, and specific actions you can take before June 30. Clear documentation of every option available.
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Multiple scenarios showing how different decisions affect your final tax position. Compare options side-by-side with exact dollar impacts, helping you choose the best strategy.
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For discretionary trusts, strategic guidance on beneficiary distributions to minimise tax across your family group. We model different distribution scenarios showing optimal allocation.
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Identification of legal tax-reduction opportunities specific to your situation. Timing strategies, expense planning, deduction optimisation, and year-end positioning all considered.
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Zoom or phone meeting to discuss your report, walk through scenarios, and answer questions. You understand every option and make informed decisions about your year-end strategy.
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Clear action steps for executing your chosen strategy. What needs to happen, when it needs to happen, and how to document everything properly for ATO compliance.
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Tax planning isn't just about this year. We help you understand how current decisions affect next year's position, setting you up for ongoing tax efficiency.
Why Smart Business OwnersPlan Ahead
Proactive year-end tax planning gives you control over your tax position instead of just reacting to the bill. We bring strategic thinking from managing enterprise tax positions to help small businesses legally minimise obligations.
We Give You Time to Act, Not Just React
Waiting until after June 30 means accepting whatever tax position resulted from your year’s activities. Planning in April/May gives you 6-8 weeks to make strategic moves that actually reduce what you pay.
We Understand Trust Tax Complexity
Trust distributions must be finalised before June 30. Get them wrong, and you lose tax-saving opportunities forever. We’ve structured trust distributions for complex group holdings – your family trust gets enterprise-level strategy.
We Model Real Dollar Impacts
Generic tax advice tells you what’s possible. We show you exact dollar amounts for each strategy. See precisely how much each option saves, helping you choose based on actual numbers, not guesses.
We Connect This Year to Next Year
Your year-end decisions affect next year’s tax position. We map out the multi-year impact of strategies, ensuring you’re not saving money this year only to pay more next year.
Frequently Asked Questions
Everything you need to know about year-end tax planning and how it works.
When should we start year-end tax planning?
April or May for June 30 year-end. This gives you 6-8 weeks to implement strategies before the deadline locks in your position.
Is this just for businesses with trusts?
No, all business structures benefit from year-end planning. However, trusts require it because distribution decisions must be made before June 30 and can’t be changed later.
What if our bookkeeping isn't current?
We can work with what’s available and make estimates, but more current books mean more accurate forecasting. We can help clean up books first if needed.
Can you guarantee specific tax savings?
We can’t guarantee savings because it depends on your specific situation and which strategies you choose to implement. We show you the options and model the impacts.
How is this different from our regular tax return?
Tax returns document what happened. Year-end planning forecasts what will happen and gives you time to change it. It’s proactive instead of reactive.
Do we need this if we have an accountant?
Many accountants only prepare returns after June 30. If your accountant isn’t forecasting your position in April/May and giving you strategic options, you’re missing opportunities.
Get Started Today
In Three Easy Steps
Ready To Minimise Your Tax Before June 30?
Get proactive year-end tax planning that gives you time to act. Stop reacting to tax bills and start planning to reduce them legally.
