TAX
PLANNING
TAX
PLANNING
TAX PLANNING BENEFITS
Tax planning is developing a strategy that lets you keep more of your hard-earned cash, or make it work to improve your business.
By taking a proactive approach to tax planning, you can avoid nasty surprises, optimise your tax position, and maximise your financial outcomes.
Tax Planning Benefits
Tax planning is developing a strategy that lets you keep more of your hard-earned cash, or make it work to improve your business.
By taking a proactive approach to tax planning, you can avoid nasty surprises, optimise your tax position, and maximise your financial outcomes.
INCOME AVERAGING
can help reduce tax liabilities ...
... by evening out income over 5-years, reducing the impact of fluctuating income levels on tax liability.
This can help reduce tax in years when income is high.
Be aware it can impact other financial situations, such as eligibility for government benefits or ability to borrow money.
This can help reduce tax in years when income is high.
Be aware it can impact other financial situations, such as eligibility for government benefits or ability to borrow money.
WHAT TO DO BEFORE EOFY ...
Review income and deductions
Review super contributions
Make charitable donations
Review assets & investments
Review budgets
Review insurance coverage
Plan for next financial year
Check tax law changes
Seek professional advice
Review super contributions
Make charitable donations
Review assets & investments
Review budgets
Review insurance coverage
Plan for next financial year
Check tax law changes
Seek professional advice
CAPITAL GAINS TAX
4 Concession Options ...
1. 15-year Exemption Entire Gains
2. 50% Active Asset Discount
3. Small Biz Retirement Exempt
4. Rollover Replacement Asset
Click to find out more
2. 50% Active Asset Discount
3. Small Biz Retirement Exempt
4. Rollover Replacement Asset
Click to find out more
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