Strategy Beyond
Numbers.
A structured planning conversation in May or June. A clear, written plan you can act on. A tax position you have actually chosen — instead of one that just happened to you.
Are you paying more tax than you need to?
Every business owner we meet has the same quiet question. The honest answer, almost always, is yes — and usually it is not because of anything you have done wrong. It is because no one has ever walked you through the choices that are open to you, in plain English, before they expire.
That is what EOFY tax planning at Jewell Moore is for.
We built our planning service around a 14-pillar framework covering 111 individual strategies — every legitimate, ATO-tested tax planning lever available to Australian business owners. Each year, we review your circumstances against the lot.
This is not generic advice pulled from a checklist. Your business, your structure, and your goals shape the plan we put in front of you.
Every recommendation is reviewed by a partner before it reaches you, and every conversation starts with listening, not selling.
Four steps. One clear outcome.
We come prepared. You leave with a written plan — which actions to take, in what order, by what date, and why.
Prior return read, current-year numbers analysed, strategies pre-flagged before we sit down.
One structured advisory meeting. We listen first. We model the options that are open to you.
Written plan with deadlines. We coordinate the actions that matter — before 30 June.
A debrief after year-end to confirm every strategy landed exactly as planned.
The few weeks before 30 June are the most valuable accounting work you will ever pay for.
After 30 June, the levers stop moving. A trust distribution cannot be accrued retrospectively. A super contribution that misses the cut-off is just a contribution for next year. A capital loss that was not crystallised is a tax bill you have already paid.
Doing this work properly — once a year, structured, with the right people in the room — is the difference between a tax position that just happens to you and one you have actually chosen.
Your planning service,
scaled to your group.
Every tier draws from the same 111-strategy framework — scoped to the strategies that will move the needle for you.
Foundation tax planning for growing businesses with a single entity. Written strategy summary and the strategies most likely to deliver real savings before 30 June.
Comprehensive planning for established businesses. Adds trust resolutions, Division 7A/UPE review, FBT review, and a formal advisory report.
Advanced multi-entity planning for high-income business owners. Adds SMSF strategy, Section 100A, Division 296, estate planning triggers, and a post-30 June debrief.
Full-scope advisory for complex family groups and business sellers. Two structured meetings, unlimited entities, succession and international review, and priority response.
Not sure which tier fits? We will recommend the right one — at no charge — after a brief scoping conversation.
These are the dates that decide what is possible.
Booking your planning meeting in May gives us the time to act on every one of them. The earlier we start, the more we can do before 30 June.
Ready to choose your
tax position?
Book your planning meeting today. The earlier in May, the more we can do for you — and the more breathing room we have to execute the strategies that need bank clearance, professional drafting, or a few weeks of careful coordination.
This is what we are here for.
Proceed to Contract →