Thank you Peter for your help with my BAS, and bringing me up to date. Your service and professionalism has been exceptional.
Services
Tax Planning in Patterson Lakes & Melbourne
Strategic tax planning helps reduce your tax liability legally. Plan ahead and pay only the tax you legally owe.
How we help
The best time to reduce your tax is before 30 June, not after. We review your income, business results and investments ahead of year-end and recommend legitimate strategies, such as the timing of income and expenses, asset purchases and depreciation, super contributions and structure.
Tax planning is not just for big businesses. Investors, property owners and employees on higher incomes can all benefit from a planning session before the financial year ends.
We assist with
- End-of-year tax planning
- Business tax strategies
- Investment tax advice
- Asset depreciation planning
- Capital gains tax
Why clients choose us
- CA & CPA Accountants
- Registered Tax Agent
- Personalised Advice
- Transparent Pricing
- Fast Turnaround
- After Hours & Weekends
Tax Planning FAQs
Ideally in April or May, before the financial year ends on 30 June, so there is time to act on the recommendations.
Concessional (before-tax) super contributions are generally taxed at 15% in the fund instead of at your marginal rate, up to the annual cap. We will check whether it suits your situation.
No. Property investors, share investors and high-income employees can all benefit from planning ahead.
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Client love
What our clients say
5.0
★★★★★Rated 5 stars on Google
Top service… very professional and friendly. Thanks Peter!
Thank you Peter for assisting me with my tax obligations! After living abroad for so long and returning to Australia, finding someone who is genuinely kind and so helpful is not always easy.
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Ready to simplify your tax?
Stress-free tax services tailored to you. Whether you are an individual or a growing business, My Tax Essentials is your trusted partner for financial success.