Business services
Business tax planning before 30 June
We review your position while there is still time to act: profit forecasts, distributions, super contributions and the timing of income and expenses. You hear from us before 30 June, not after it.
Fixed fee, quoted in writing
What’s included
- Year-to-date profit review and full-year tax estimate
- Timing strategies for income, expenses and asset purchases
- Superannuation contribution planning for owners
- Trust distribution and company dividend planning
- Review of your structure as the business grows
- A written summary of actions and deadlines
Who it’s for
- Profitable companies, trusts and sole traders
- Business owners with a family trust
- Businesses expecting a big change in profit
- Owners planning to buy, sell or restructure
Planning beats paperwork
Once 30 June passes, most decisions that affect the year’s tax are locked in. Trust resolutions, contribution timing and many deductions must be in place by year end.
A planning meeting in April or May gives time to act, and lets you budget for the tax you will pay.
How it works
Getting started is simple
01
Free discovery call
A 20-minute conversation about your situation, deadlines and goals. No obligation.
02
Fixed quote & onboarding
A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.
03
Ongoing partnership
Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.
Business Tax Planning: common questions
When should we meet for tax planning?
Ideally in April or May, once you have nine or ten months of figures, so there’s time to act before 30 June.
Is tax planning about avoiding tax?
No. It’s about paying the right amount, using the options the law allows, and having no surprises. We don’t recommend aggressive schemes.
Do you include personal tax in the plan?
Yes. Business and personal tax are linked, so we plan both together.
Related services
Company Tax Return
Company tax returns, financial statements and Division 7A, handled by a Chartered Accountant.
Trust Tax Return
Family and unit trust returns, with distribution resolutions done before 30 June.
SMSF Administration
SMSF accounts, annual returns and audit coordination, done properly each year.
Ready for a clearer picture?
Book a free 20-minute call with Kishan. No obligation.