2022 TAX PLANNING
Proactive tax planning and structuring is all about flexibility. There is no one size fits all approach that minimizes your tax obligations effectively.
Jewell Moore’s approach to tax planning is individual to each client. It considers the needs of your family group, as well as the objectives you and your business/es are wanting to achieve.
The tax planning service we offer involves a detailed meeting with us to discuss the financial position of your family group, to obtain an understanding of the tax implications for this financial year. We then work through options to minimize your overall tax by considering:
- Reduction in assessable income;
- Increasing deductions and offsets;
- Reduction in rate of tax and/or defer payment of tax;
- Diversion of income;
- Selection of tax planning “vehicle”;
- Consideration of common one off events.
Following the meeting you will be provided with a report outlining our recommended strategies to be adopted to minimise your tax and the action items that are required to be done by 30th June 2022.
Tax Planning session from $550 incl GST
As time is running out, we recommend booking your tax planning meeting now!
Call 07 3821 4401 or email [email protected] to schedule your appointment.
