Tax Planning

Who is tax planning suitable for?

To proceed with tax planning, it is essential that your business is using cloud-based software, such as Xero, MYOB, or QuickBooks.

Your Tax Planning Package Includes:

• A comprehensive tax estimate for both you as an individual and your Company/Trust business.

• A detailed report with tailored tax reduction strategies, including suggestions such as personal superannuation contributions.

Once you've completed your form, we will send you a meeting request. The 15-minute meeting will allow us to review the information you've provided and ensure we can optimise our strategy for you.

The total cost for this service is $500 (inc. GST), payable in full at the time of scheduling your pre-planning meeting.