How often should my business review its tax planning?

At least twice yearly: a mid-year check and a pre-30 June review, both able to be done by video call.

Can I change my business structure mid-year?

Yes, though it should be planned with your accountant beforehand, not actioned reactively.

What records does the ATO expect me to keep?

Generally five years from when the record was prepared or the transaction completed.

Does tax planning work as well remotely as in person?

Yes. Tax planning is analysis and decision-making, not paperwork handling, so a video consultation covers the same ground as sitting across a desk.

Tax Returns & Planning

Business Tax Planning for Businesses Across Australia

Proactive tax strategy delivered by video and phone, reviewed before decisions are made, not after, wherever your business operates.

Call +61 403 868 231 for a tax planning consultation

Overview

The Work That Happens Before a Return Is Due

Tax planning is the work that happens before a return is due: structure decisions, timing of income and expenses, and contribution or distribution strategy. Businesses that only engage an accountant at lodgement time miss the window where these decisions actually have room to move.

None of that work depends on geography, which is why our planning cycle is built entirely around remote consultations.

What We Cover

Pre-30 June tax planning reviews and forecasting
Small business tax concessions and instant asset write-off eligibility
Division 7A loan agreement compliance
Trust distribution resolutions and beneficiary planning
Structure reviews for growing businesses

Compliance & Commonly Missed Opportunities

Governed by the Tax Agent Services Act 2009 (our conduct as your agent) and ATO public guidance on acceptable tax minimisation. Commonly missed opportunities:

Instant asset write-off timing
Prepaid expenses before year-end
Superannuation guarantee paid on time (a condition of deductibility)

How it works

Our Process

01
Initial Consultation & Document Intake
An initial video or phone consultation and secure document intake to map your structure, forecast position, and objectives.
02
Review & Tax Optimisation
Concessions, timing, and distribution strategy modelled.
03
Preparation & Lodgement
Resolutions and documentation prepared before deadlines.
04
ATO Follow-Up & Confirmation
Outcomes confirmed and carried into next year's cycle.

Who it's for