Posted on 18th May 2017 by Chris Grieve

Many clients come to us as they desire a more proactive approach from their advisors. One way we do this is through our tax planning process? Often once a transaction has occurred the impact of tax is determined and we can do little to change the outcome post 30 June. We often see missed opportunities to minimise tax on particular transactions.

Tax planning involves the team at GeersSullivan providing strategies prior to financial year end to minimise the amount of tax you pay and provide an indication of timing and amount of tax.

How This Works:

  • We analyse how the business has performed from July through to today
  • We then estimate what is expected for the remaining period until June and estimate your tax liability should you do nothing
  • We then model various scenarios to highlight the benefit of different tax strategies and make recommendations

Contact us on (08) 9316 7000 to start planning today!


Enter your details here to subscribe to our newsletter:

sign up