Specialist Services
Business Tax Planning
See your tax position before 30 June — while there's still time to make sensible decisions about it.
Overview
How we can help
Most business owners find out how much tax they owe after the year has ended. Tax planning reverses that: we forecast your profit and tax before 30 June so you can plan purchases, wages, super and distributions with the numbers in front of you.
Every recommendation is grounded in legitimate, commercially sensible decisions — not schemes. If something doesn't make business sense, it doesn't make tax sense either.
What's Included
Our business tax planning service
Profit forecast
Year-to-date results projected to 30 June.
Tax estimate
Expected tax for the business and its owners.
Asset purchases
Timing and the instant asset write-off.
Super contributions
Employer and personal contributions within caps.
Distributions
Trust distributions and dividends planned in advance.
Cash-flow plan
Setting aside funds for upcoming tax payments.
Good to Know
Key things to know
- 01
Plan before 30 June
Many planning opportunities, like asset purchases, super contributions and trust resolutions, must happen before the year ends.
- 02
Spend for business reasons
A deduction only reduces tax by your tax rate. Buying something you don't need just for the deduction usually leaves you worse off.
- 03
Beware of schemes
The ATO actively targets arrangements whose main purpose is avoiding tax. Legitimate planning focuses on timing and genuine business decisions.
- General information only, current at the time of writing. Rules change — please confirm how they apply to you.
FAQs
Common questions
General information only. Your circumstances may differ — contact us for advice specific to you.
When is the best time for business tax planning?
April to May, once you have reliable year-to-date figures but still time to act.
Should I buy a new vehicle before 30 June?
Only if the business needs it. The asset must be used or installed ready for use by 30 June to claim it that year, and different rules apply to cars.
Can you help reduce PAYG instalments?
If your income is expected to fall, instalments can be varied. Varying too low can attract penalties, so we'll check the numbers first.
Enquire
Ask about business tax planning
Tell us briefly what you need. We'll reply to arrange a time to talk and confirm the fee before any work begins.