Tax Planning
Tax planning is generally performed during March and June of each financial year, and involves:
- Reviewing the financial performance and position for the financial year-to-date;
- Estimating income and expenditure for the remaining financial year;
- Utilising any potential tax and/or capital losses brought forward;
- Utilising Government Incentives (i.e. instant asset write-off);
- Planning potential dividends/distributions to circumvent Division 7A issues; and
- Advising you of the cash-flow impact (if any).
Tax Advice
Tax legislation and regulations are continually changing, and as tax agents, we are required to be across all changes as they occur. We have prepared tax advice or reasonably arguable position papers on the following areas:
- Small Business Capital Gains Tax Concessions
- Division 7A and Unpaid Present Entitlements
- Utilisation of Tax and Capital Losses
Please contact us if you require tax advice on a specific matter.
