Tax Planning Before EOFY, Not a Surprise Bill After
A pre-30-June review of your numbers so you know roughly what you’ll owe, and what legal options exist to reduce it, while there’s still time to act.
Everything Your Pre-EOFY Review Needs
Step-by-Step Process – Clear and structured.
We review your year-to-date numbers around April or May, while there’s still time left in the financial year to act on anything we find.
We estimate your likely tax position from those numbers, so you know roughly what you’ll owe well before it becomes a surprise in July.
We identify legal strategies to reduce that estimate, like prepayments or super contributions, before the financial year closes on 30 June.
You decide what to act on, with real numbers and real options in front of you, not a guess made after the financial year has ended.
Frequently Asked Questions
When should tax planning happen?
Ideally April or May, while there's still time before 30 June to act on anything we find.
Will this guarantee I pay less tax?
It won't guarantee a number, but it replaces guessing with an actual estimate and real options, instead of finding out in your return what you owe.
Is tax planning only for big businesses?
No — even a simple sole trader can benefit from knowing their estimated tax bill months in advance instead of at lodgement.
Why plan before EOFY instead of after?
Once 30 June passes, most legal options to reduce that year's tax bill are gone. Planning ahead means you still have time to act on them.
Book a free 20-minute chat.
Let’s discuss your business goals and explore how we can simplify your accounting and bookkeeping.
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