Tax Planning To Make the Most of Your Hard-Earned Money

Imagine what you could do with the money you save on tax. You could reduce your home loan, top up your superannuation, plan a well-earned holiday, save for your child’s education, or even put a deposit on your next investment property.

With smart tax planning, these goals can be closer than you think. The key is to make sure any tax-saving strategies actually benefit you — not just reduce your tax bill. There’s no point spending money just to get a deduction unless it’s helping you achieve something meaningful.

Our Step-by-Step Tax Planning Process

At East Partners, our goal is to help you make smarter decisions and reduce your tax legally and effectively. Here’s how we do it.

In April, we’ll review your personal income from 1 July through to the end of March. Using this, we estimate your total income for the full financial year and identify early opportunities for tax savings.

In May, we’ll prepare your personalised TaxPlan Report. This outlines recommended strategies tailored to your situation. We’ll meet with you — either in person or online — to discuss the options and agree on an action plan to implement before 30 June.

In June, we follow up to make sure the agreed actions are completed and nothing is missed. This ensures you make the most of your tax position before the end of the financial year.

Ready to Save on Tax?

Tax planning isn’t just about numbers — it’s about helping you get ahead financially. Whether you’re looking to reduce your tax, improve cash flow, or grow your wealth, we’re here to support you every step of the way.

📞 Call us today on (08) 8362 3488 or visit eastpartners.com.au to book your tax planning session and take control of your end-of-financial-year strategies.