Accounting & Tax
Are your personal tax matters complex?
Lots of entities?
A family trust that holds all of your assets for protection and tax benefits?
Have you decided to manage your own super though an SMSF?
Our accounting and tax department is made for your needs and excels in these matters. Many other accountants will wait for you to send them work (often months after year end when nothing can be changed to benefit your tax position).
We are proactive in our communication with you to ensure that you always get the best outcome.
We have tax planning sessions with out clients in May every year. This is part of our minimum two meeting strategy.
Annual meeting held in May/June – this is to run “what if” scenarios. During this session we map out what the final month of the financial year will look like and what tax position this will put you in. We then give advice on what we should be doing in June to minimise your tax payable.
We all pay enough tax already – no need to be paying more than we need to!
This meeting is when the work is completed. Based on what is discovered in May, this would either be set for July for clients expecting large refunds or April/May if the client is expecting to have a tax bill owing.
These meetings can be done in person, via video link or phone depending on the client’s preference.