Tax Planning
Pre-30 June reviews and strategies to legally reduce tax for you and your business.
- Tax Planning & Strategies
- Salary packaging
- After-tax cash flows
Business Advisory Service
Tax planning & advice that grows your business
Taxation planning, business restructures and compliance matters — practical advice to keep more of what you earn.
Why clients choose us
- Registered Tax Agent Lodging with the ATO on your behalf
- FIPA Public Practice Fellow of the Institute of Public Accountants
- Mon – Fri, 9:00 – 5:30 Melton South office & online appointments
Overview
Plan ahead, not after the fact
The best tax outcomes come from decisions made before 30 June, not after it. We review your numbers through the year, model the options and help you act in time.
Whether you are growing, restructuring or simply want clearer numbers, we act as your financial partner.
- Tax planning & strategies
- Cash flow forecasting
- SMSF setup & auditing
- Business consulting
- Financial analysis
- Management advisory services
- Statutory & taxation compliance matters
- Salary packaging & after-tax cash flows
Registered Tax Agent
Lodging directly with the ATO
What’s Included
Business Advisory Service
Cash Flow & Analysis
Forecasts and financial analysis that show where your money is going and what is coming.
- Cash Flow Forecasting
- Financial Analysis
- Management Advisory Services
Restructure & Compliance
Business restructures and statutory compliance handled correctly and on time.
- Business restructure
- Statutory & Taxation Compliance Matters
- Business Consulting
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Common questions about our Business Advisory Service service.
Ideally from March to May, so there is time to act before 30 June. We can also review quarterly alongside your BAS.
No. Most of our advisory clients are small businesses and sole traders who want clearer numbers and fewer surprises.
Yes. We review whether a company, trust or other structure suits you better and manage the change, including registrations and tax implications.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.