5 Key Tax Planning Strategies

28 May 5 Key Tax Planning Strategies


Over the next five weeks, we will send you one email per week covering one of our five key tax planning strategies.

These are:

  1. The Secrets to Tax Planning
  2. Last Chance for big super contributions
  3. Why use a “bucket” company?
  4. Why use a SMSF?
  5. Trust Distribution Resolutions before 30 June


So, keep an eye out for our emails over the next 5 weeks, and we’ll outline in detail for you how to save money and at the same time grow your family’s wealth in a low-risk manner.

How our tax planning service works


Step 1 – we request from you details of your expected income and business profits for the 2018 tax year (1 July 2017 to 30 June 2018). This includes all:

  • wages / employment income
  • interest, dividends and rental income received
  • business profits / losses; and
  • any capital gains / losses you expect to make.


Based on this information, we estimate your taxable income and your tax payable before any tax planning strategies. For example, we may calculate (based on your information) that you have a taxable income of $100,000 for 2018. This would result in $26,632 tax and Medicare levy payable.

Step 2 –
We discuss all your tax planning options. Some of these may be things to do in your business, and some of these may be investment / wealth creation options.

Step 3 –
We provide you with a report that explains in plain English the tax planning strategies we recommend and exactly how much tax you will save.

Step 4 –
And finally, we provide you with an easy-to-follow action plan to ensure that both you and we can do everything that needs to be actioned before 30 June.

Contact us today to get started!

Don’t wait until June, now is the time to have a chat to us.



General advice disclaimer

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Forsythes Business and Financial Advisors
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