• 0403 511 777
  • shalomtax007@gmail.com

Tax planning in advance (tax advice)

“I believe that the biggest mistake that most people make when
it comes to their retirement is they do not plan for it. They take the same route as
Alice in the story from “Alice in Wonderland,” Please stop Wonder and take actions
to plan your retirement.”

Mark

“The day you realise what small, incremental progress can achieve over a period of time, you would agree that SMALL is actually BIG, very BIG !!

Jack

“Focusing only on the short term puts us in a position to make
bad choices. If you need have a good financial planning to management your
business, we are here to help ”

Mary

Tax planning in advance (tax advice)

For Individual

Tax planning in advance (tax advice)

Tax planning in advance is essential to minimise tax and maximise refund legally. Tax planning is the overview of financial planning which takes into account Investing strategies, Rental properties, Superannuation. There are different Tax Planning Strategies some of which includes:

  • Obtaining tax deductions
  • Obtaining tax offsets
  • Tax efficient investments
  • Income splitting
  • Pre paying interest or other expenses
  • Netting capital gains
  • Deductable superannuation contribution

We will overview your circumstance and plan your financial affairs without breaking any law. This will result in giving you the full advantage of all Exemptions, Deductions, Rebate and Reliefs. As a result, this will reduce your tax liability.

Business planning and professional advice

An effective business planning can be the key to your success. A business plan can help you to secure finance, prioritise your efforts and evaluate opportunities.

Our aim is to ensure your business achieves the potential it is capable of. We go through, assess and advise you to manage the key driving factors of your business. Some of the key factors to bear in mind for the successful business are:

  • Tax minimisation
  • Reduction of costs
  • Increasing your profits or income
  • Building your wealth

When we work with you, we take into account ‘the whole picture’ and look for ways that we can improve your Business. We check that your business is as competitive, focused, and profitable as it can be, then offer flexible strategies, designed to address the issues affecting your business.