Tax Planning

Tax Planning

Tax planning is the process used by individuals and businesses to structure their affairs to legally reduce their tax liability and make savings. This is achieved by using deductions, exemptions and structures. It is not the same as tax return preparation and lodgement which is a basic and standard compliance service. Tax Planning is a sophisticated service with very significant savings achieved when it is delivered properly.

Employees, investors and business owners can all cut their tax bills if:

Tax savings are genuinely important to them.

They obtain specialist tax planning advice.

Will make the necessary changes to save tax – take action and implement the tax saving strategies. This may involve changing business structures, making investments or incurring tax deductible expenses.