I'm not sure which service I need, can I just call and explain my situation?

Yes, this page exists exactly for that. Call +61 403 868 231 and we'll identify the right approach.

How is this different to your standard Tax Planning service?

Standard Tax Planning is the recurring annual cycle of mid-year and pre-30-June reviews. This is for one-off or complex situations that sit outside that cycle, such as a major transaction or a restructure.

Can you model the tax outcome before I go ahead with a transaction?

Yes. Modelling the outcome of each option beforehand is the point of the engagement - it's far more useful than reporting on it afterwards.

Can this work if I'm not in Queensland?

Yes. Meetings run by phone or video and documents move through secure exchange, so location isn't a constraint.

Business Operations

Tax Planning & Additional Accounting Services

Beyond routine compliance: proactive tax planning for the one-off and complex situations that don't fit a standard service, delivered wherever you're based in Australia.

Call +61 403 868 231 to discuss your situation

Tax Planning

Overview

When the Question Doesn't Fit a Standard Service

Not every tax question fits neatly into a tax return or a BAS lodgement.

A one-off asset sale, a restructure, an unusual transaction, or a year where the numbers look nothing like the last one all call for tax planning shaped around that specific situation, rather than the standard annual planning cycle. This is where we model the tax outcome before you commit, wherever you're based in Australia.

What We Cover

Tax-effective structuring for one-off transactions
Pre-30-June tax planning for complex situations
Cash flow forecasting and budgeting
General accounting support outside standard service categories

Why This Matters

This work draws on the same regulatory grounding as our core services - general Australian tax law, the Income Tax Assessment Acts, and the Corporations Act 2001 where structuring is involved - but is shaped around your specific, often one-off, situation rather than a recurring compliance cycle.

Positions are documented with their legislative basis so they can be substantiated if the ATO reviews them.

How it works - Tax Planning

Our Process

01
Discovery Consultation
Discovery consultation to understand your objective, by video or phone.
02
Tax Modelling
We model the tax outcome of the available options before anything is committed to.
03
Implementation Support
Implementation support, coordinated with other professionals where needed.
04
Ongoing Review
Ongoing review as circumstances change.

Who it's for

Suited To

Business owners facing a one-off or unusual transaction
Clients with a complex year that needs planning before 30 June
Trustees and directors weighing up a restructure
Clients whose needs don't fit a standard service category, anywhere in Australia

FAQs