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 will include:
A comprehensive tax estimate for you as an individual, covering both your sole trader income and any employment income (if applicable).
A detailed report with tailored suggestions for tax reduction strategies, such as personal superannuation contributions.
Please note: Please be aware that tax planning options for sole traders are more limited. Unlike other business structures, there are no options for distributing income to other entities. If you are unable to contribute to superannuation, there are fewer strategies available to reduce your taxable income. However, this service will still provide you with a clear estimate of your tax obligations for the year.
Once you have 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 that we can optimise our strategy for you.
The total cost for this service is $250 (inc GST), which is due in full at the time of scheduling your pre-planning meeting.