tax planning sessions: this is important

Forward thinking and planning are key to ensuring you are in the best possible tax position each and every year. 

Our annual tax planning sessions review the year to date results prior to 30 June each year and determine strategies to ensure the impact of tax is minimised on your business.

At this time there are particular statutory requirements (specifically relating to Discretionary Trusts) that must be addressed to ensure the validity of any intended distributions to be made by such trusts. These will be addressed in our tax planning sessions.

We then meet to present and discuss determined strategies ensuring timely implementation.