Lower Your Tax Bill Before June 30, Not After
If you are a Perth business owner, professional or investor, we sit down with you before June 30 and find the tax you can legally save while there is still time to act. We look at your structure, trust distributions, super, asset timing, Div 7A and CGT timing together. Run in April, banked at June 30.
You Had a Good Year. Then the Tax Bill Reminded You How Good
The business cleared real profit, or the salary and investments finally added up, and you were proud of it. Then the return landed in October and a third of it was already gone. The frustrating part is that nobody walked you through it in April, when something could still be done. By the time you saw the number, the year was closed and the options were too.
Your company or trust made good profit and you suspect it could be structured better
If you run a Pty Ltd, trust or partnership clearing solid profit, the structure, distributions, super and asset timing all interact. We sit down before June 30 and model how they work together for your business, not a generic checklist.
You earn well as a professional but most of it disappears at the top marginal rate
Doctors, lawyers, engineers and consultants are usually paying the most tax with the fewest people looking after it. We work the structure, super-cap headroom and income-splitting rules that legitimately apply to your income, and tell you which ones are worth it.
You hold property or investments and only think about the tax once a year
Negative gearing, Div 43 depreciation, refinancing and CGT timing on a disposal are all decisions you can plan for, not just report after the fact. We line up the timing with the rest of your year. See also Property Tax Accountants Perth.
You are thinking about selling and worried one wrong move costs you the concessions
The 15-year small business CGT concession, the retirement exemption and rollovers reward planning that starts well before the sale. We get the groundwork in 18 months out, so the exit is shaped around the concessions rather than around a deadline.
Six Strategies. Run for Your Specific Situation
No generic checklist. We model each lever against your numbers, recommend what is worth the effort, and execute before June 30.
- Structure review: company, trust, partnership, sole trader
- Trust distributions optimised across family beneficiaries
- Concessional super contributions to the current and carry-forward caps
- Asset timing: instant asset write-off and accelerated depreciation
- Div 7A loan management and minimum yearly repayments
- CGT timing on share, property and crypto disposals
- Small business CGT concessions and retirement exemption
- Written tax position summary for your records and the ATO
Your Money First. Every Position We Take, We Can Stand Behind
We Chase the Saving That Is Actually Yours
We go through every legitimate lever that applies to your situation and tell you straight which ones earn their keep. Our job is to keep more of your money in your hands, not to push a product or run up a list.
We Reach Out While It Still Counts
The work that lowers your bill happens before June 30, so that is when we want to be talking to you. We hold April and May open for planning instead of waiting until the year has closed and there is nothing left to do but report it.
If the ATO Asks, You Are Covered
You leave with a written summary of every position we took and the legal basis behind it. If a question ever comes, you are not scrambling, and we are right there with you to back it up.
From Booking to Executed Plan in Two Weeks
Pre-Session Data
YTD P&L, prior return, trust deed, super balance. Sent in advance so the session is real strategy not data entry.
Session and Written Plan
90 minutes with a senior accountant modelling each lever live, then a written position summary covering every lever, the legal basis and the action list within 5 business days.
Execute Before June 30
Trust distributions, super contributions, asset purchases, Div 7A repayments. Executed, documented, banked.
What Perth Owners Ask Before Booking Tax Planning
How is this different from Tax Returns Perth?
Tax returns are compliance: lodging what already happened. Tax planning is strategy: structuring what happens next, before June 30, so the return that lands in October is smaller. Most clients use us for both.
When should I book a tax planning session?
April and May for maximum impact. June still works for most levers (super contributions, asset purchases, distributions). After June 30 the year is closed and most planning levers are unavailable.
Is this aggressive tax avoidance or just being smart?
Every strategy we use sits inside ATO-accepted positions: super caps, trust distributions, instant asset write-off, structure choices, CGT concessions. We give you the written legal basis for each, so the position is defensible.
How much could I save?
It depends on your structure, income and the levers available to you, so the range is wide. A sole trader has fewer levers than a profitable Pty Ltd with a family trust and a property portfolio. We model your specific numbers and give you an honest estimate before you commit to anything.
Do I have to switch accountants to use you for planning?
No. Plenty of clients keep their existing accountant for compliance and engage us once a year for planning. We work alongside them on the execution.
What Our Clients Say About Us
Pair Planning with Compliance and Structure
Plan the Numbers Before 30 June
Model each lever yourself with these free calculators, then bring the numbers to your planning session.
Salary Packaging & Sacrifice Calculator
See the tax saved by salary sacrificing into super.
Asset Depreciation & Write-Off Calculator
First-year deduction on an asset or instant write-off.
Trust Distribution Calculator
Compare tax across beneficiary distribution scenarios.
Super Contributions Calculator
Check your concessional and non-concessional cap headroom.
Division 293 Calculator
Work out the extra 15% super tax for higher earners.
Capital Gains Tax Calculator
Estimate CGT with the 50% discount and your losses applied.
Property Depreciation Calculator
Indicative first-year depreciation on an investment property.
Div 7A Loan Calculator
Minimum repayment to avoid a deemed dividend.
Book Your Tax Planning Session
Best run in April or May, before June 30 closes the year. A 90-minute session walking through every lever that applies to your situation, followed by a written, defensible plan.
Free · No lock-in · 2-hour reply guarantee