Strategic Tax Planning

Extending our ongoing tax planning focus in every aspect of our engagement, we move into Strategic Tax Planning in May/June every year. We collate part year actual figures for your business and personal tax affairs, extrapolate to estimate the full year figures and produce a 5 Point Strategic Tax Plan aimed at;

1. Analysing business performance with industry standards to identify areas of improvements.
2. Reviewing business figures with ATO benchmarks to identify areas of audit risks.
3. Estimate tax liability for your business and each member of your family.
4. Work out a detailed tax plan using cutting edge strategies to reduce this tax liability.
5. Set targets for achieving the strategy outcomes well before 30th June.

Proactive Budgeting & Target Planning

Taking the process of Budgeting to the next level, we focus on the two most important figures of your business. The Top Line and the Bottom Line. We work with you to set a proactive plan focussed on improving your Revenue, your top line and improving your Operating Profit, your bottom line, aimed at;

• Setting a marketing plan to improve sales and revenue.
• Focus on collections to improve cash flow
• Line by line analysis of expenses to identify areas of improvement
• Setting aggressive yet achievable targets to beef up the bottom line, your operating profits?

 ATO Audit Response 

A tricky and sensitive area to manage, we pride ourselves in guiding, supporting and representing our clients' matters without fear or favour. In-dept understanding of tax law, keeping up to date with recent case law decisions and close interaction with tax solicitors in this field helps us achieve best possible outcomes for our clients.