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Tax Planning Session

A private 30-minute meeting with a senior Chartered Accountant, plus 30 minutes of dedicated prep we do beforehand, focused on your business and your goals.

How it works: book and pay for your session below. Once you're booked, complete the short checklist we send you, then your accountant spends 30 minutes preparing before your 30-minute meeting, so the time with you is all answers, not admin.

What you'll get

  • A private 30-minute meeting with an experienced Chartered Accountant
  • Plus 30 minutes of dedicated prep beforehand, where we review your info and plan the best way to help you
  • A tailored action plan you can actually use
  • Straight answers to your questions, no jargon

Topics we can cover

  • The right business structure (sole trader, company or trust)
  • Company & trust set-up done correctly
  • Tax minimisation strategies tailored to you
  • Financial goals and a plan to reach them
  • Income splitting and profit distributions
  • Superannuation and contribution strategies
  • GST, BAS and PAYG instalment planning
  • Timing equipment & asset purchases (instant asset write-off)
  • Managing USD, foreign and irregular creator income
  • Cash flow, budgeting and setting money aside for tax
  • Record-keeping systems that make tax time easy
  • Asset protection and planning for growth
Book & pay for your session →

A 30-minute meeting plus 30 minutes of prep, $300 + GST. Book a time with your accountant.