Imagine what you could do with tax saved!

Maybe it’s:

• Reducing your home loan
• Topping up your super
• Saving for a holiday
• A deposit for an Investment Property
• Paying for your children’s education

The most important thing to remember is that there is no point in spending money to get a tax deduction unless it’s going to result in something useful for you.

OUR PLAN TO HELP YOU

In April, we’ll review your personal income for the 9 months since 1 Jul;y, estimate your personal income for the entire financial year, and develop some initial tax planning strategies to reduce your tax.

In May we’ll prepare our TaxPlan Report for you, and then we’ll have a face to face or an online video meeting to discuss our recommendations. We’ll agree on an action plan to get things done before 30 June.

In June, we’ll contact you and ensure that all important actions have taken place to reduce your tax.