Tax planning & advisory — turn your numbers into decisions.
Good accounting should help you decide, not just record the past. We provide year-round tax planning and business advisory — pre-year-end reviews, cash-flow forecasts, budgets and benchmarking — so you can act while you still have options.
- Fixed feeagreed upfront
- 100% onlineAustralia-wide
- Registered tax agentNo. 26266813
- Registered Tax Agent No. 26266813
- Regulated by the TPB
- CPA & IPA members on our team
Advice that looks forward.
Practical planning grounded in your actual numbers.
Pre-30-June tax planning reviews
We estimate your position before year-end and set out the legitimate options for managing your tax while there's still time to act.
Cash-flow forecasting & budgets
See what's coming — tax and super due dates, quiet months and planned spend — with budgets you can actually run the business against.
Business performance & benchmarking
The handful of KPIs that matter for your business, tracked over time and benchmarked against your industry.
Structure & restructure advice
Whether your current company, trust or sole-trader setup still fits — and how to change it sensibly if it doesn't.
CGT & FBT planning
Planning around capital gains tax events and fringe benefits tax before they happen — including the capital gains tax changes that start on 1 July 2027. (The FBT year ends on 31 March.)
Buying, selling & succession
Modelling the numbers and tax effect of buying, selling or handing over a business — so you understand the timing and structure before you commit.
For owners who want a plan, not a surprise.
The earlier in the year we talk, the more options you have.
- Profitable businesses that want to plan their tax position rather than hear about it afterwards.
- Owners who hate 30-June surprises and want to know the number in advance.
- Anyone planning to buy, sell or hand over a business in the next few years.
- Owners who want regular, plain-English numbers to steer the business by.
Review, model, decide.
A structured process that ends in a clear action plan.
- 1
We review your year-to-date position
Before 30 June we estimate where you'll land, so there's time to do something about it.
- 2
We model the options
We lay out the choices and the tax impact of each, in plain language, so you can weigh them properly.
- 3
We agree an action plan
You get a clear list of what to do and by when — while the deadlines are still ahead of you, not behind.
- 4
We review through the year
We check progress against the plan and your forecast, and adjust as things change.
Plan before year-end, not after. You have more options before 30 June than after it. This is general tax and business advisory from a registered tax agent — not personal financial product or investment advice (we don't hold an AFSL).
Get a quick quote — no obligation.
Two taps and we'll open WhatsApp with your details ready to send. We agree a clear, fixed fee with you before any work starts.
Please don't send your tax file number, ID or bank details by WhatsApp or email — we collect those through our secure onboarding link.
Prefer to talk it through?
Speak directly with one of our accountants. The first call is free.
Book a call 0466 666 598Mobile · call or text 03 7302 0516Office · by appointment Become a clientSecure online sign-up in minutesTax planning — your questions.
What is tax planning and when should it happen?
Tax planning is reviewing your likely position before the financial year ends so you can act while there's still time. The main window is usually from about March to June (FBT planning needs to happen before the FBT year ends on 31 March). We estimate your year-to-date position, set out the legitimate options, and give you an action plan to work through before year-end.
What tax changes are coming in 2027 and 2028?
Several measures from the 2026–27 Federal Budget are now law and apply from 1 July 2027: the 50% capital gains tax discount for individuals, trusts and partnerships is replaced by cost-base indexation with a 30% minimum tax on capital gains (for gains that accrue after that date), and negative gearing for residential property is limited to new builds, with properties held at 12 May 2026 exempt. A 30% minimum tax on discretionary trusts from 1 July 2028 has been announced but is not yet law. Planning ahead of these dates is worthwhile — we can model how they affect you.
How is advisory different from just doing my tax return?
A tax return records what already happened — it looks backwards. Advisory looks forward: using your numbers to make better decisions about pricing, spending, investment, structure and growth. We help you read your financials, set budgets and targets, forecast cash flow and benchmark against your industry, so the numbers actually steer the business.
Can you forecast my cash flow or help with a budget?
Yes. We build cash-flow forecasts and budgets so you can see what's coming — tax and super due dates, quiet months, loan repayments and planned investment — before it becomes a problem. We then review actuals against the forecast through the year so you can adjust early rather than react late.
Can you help me buy or sell a business?
We can. We help with the numbers and tax side of buying, selling or handing over a business — reviewing financials, modelling the tax impact including capital gains tax and any small-business CGT concessions, and planning the structure and timing. We'll work alongside your legal adviser so the deal is sound both ways.
Is this financial advice?
No. This is general tax and business advisory from a registered tax agent — it's not personal financial product or investment advice, and we don't hold an Australian Financial Services Licence (AFSL). If you need advice on investments, insurance or superannuation products, we'll refer you to a licensed financial adviser.
More questions? See the full FAQ or ask us directly.
Make decisions before 30 June, not after.
Book a planning conversation while there's still time to act.