Grow · Services
Tax planning
The return records the past; planning changes it. Before 30 June, we model your position and act — timing, contributions, distributions, write-offs — while the numbers can still move.
Fixed fee, agreed before we start — quoted within one business day.
What's included
- ✓A pre-30-June planning meeting with your actual year-to-date numbers
- ✓Modelled strategies: super contributions, asset purchases, income timing, distributions
- ✓A written action list with deadlines and dollar estimates
- ✓Follow-through — we implement what you approve, not just suggest it
How it works
- 1 We project your year
Where you’ll land if nothing changes.
- 2 We model the moves
Each strategy with its saving and its deadline.
- 3 You choose, we execute
Documented before 30 June, visible in next year’s return.
Who this is for
Often paired with these industries.
Medical professionals
Service entities, practice structures, deductions and salary packaging done properly.
How we help →Professional services
Consultants and agencies. PSI rules, structuring, and profit that actually reaches you.
How we help →Property investors & developers
CGT, depreciation, the GST margin scheme, subdivision and development.
How we help →
Ready when you are.
Tell us what you need — a fixed-fee quote within one business day, in English or Mandarin.