Tax Planning

Expert Tax Solutions for Individuals and Businesses

Proactive Tax Planning for Individuals and Businesses

At Perth Tax Professionals, we believe that tax planning isn’t just about compliance—it’s about strategy. A well-structured tax plan can help you reduce liabilities, maximise deductions, and safeguard your financial future.

Whether you’re a sole trader, business owner, or an individual looking to optimise your tax position, our expert team provides tailored strategies that align with your goals.

Why Tax Planning Matters

Many people and businesses only think about tax when it’s time to lodge their returns. However, smart tax planning happens year-round.

01

Legally minimise your tax bill

through strategic structuring.

02

Identify deductions and offsets

you might not be aware of.

03

Avoid unexpected tax liabilities

by planning ahead.

04

Optimise cash flow and reinvest savings

back into your business or personal goals.

Personalised Tax Strategies

Tailored tax solutions for individuals, businesses, and trusts.
Optimise salary packaging, investment deductions, and asset depreciation.
Forward planning to avoid last-minute surprises at tax time.

Business Tax Planning

Structuring your business for tax efficiency (sole trader, partnership, company, trust).
Tax-effective profit distribution strategies.
Small business tax concessions and deductions tailored to your industry.

GST & BAS Planning

Ensure accurate GST reporting and BAS lodgements.
Claim all eligible GST credits to reduce tax outgoings.
Avoid ATO penalties with timely compliance management.

Business Tax Planning

Structuring your business for tax efficiency (sole trader, partnership, company, trust).
Tax-effective profit distribution strategies.
Small business tax concessions and deductions tailored to your industry.

Tax Planning Process

Our tax planning process helps minimize tax liabilities and enhance your financial position. We tailor our strategies to fit your unique goals, ensuring you’re well prepared to navigate the complexities of the tax landscape.

01

Strategy & Planning

  • Assess your financial situation and tax position.
  • Identify opportunities to legally reduce tax liabilities.
  • Develop a tailored tax plan aligned with your long-term goals.

02

Implementation

  • Apply tax-saving strategies (salary packaging, deductions, trust distributions, etc.).
  • Monitor & adjust tax structures to ensure continued efficiency.
  • Work closely with you to optimise cash flow and financial health.

03

Review & Compliance

  • Ongoing monitoring of tax law changes to keep your plan effective.
  • Quarterly or annual reviews to adjust for evolving financial circumstances.
  • Ensure full ATO compliance while keeping tax liabilities as low as legally possible.

Who We Help

Individuals – Optimise tax returns, salary structures, and deductions.
Sole Traders & Small Businesses – Plan ahead for BAS, GST, PAYG and income tax obligations.
Established Businesses – Implement long-term strategies to legally reduce tax exposure.
Investors & Property Owners – Capital gains tax (CGT) planning and asset protection.
Trusts & SMSFs – Ensure tax efficiency and compliance for self-managed super funds and family trusts.

Why Choose Perth Tax Professionals for Tax Planning?

  • 55+ years of combined experience in tax advisory
  • Registered Tax Agents & Chartered Accountants
  • Tailored tax-saving strategies for individuals & businesses
  • Up-to-date knowledge of tax law changes & ATO regulations
  • Proactive, forward-thinking approach to financial success

Frequently Asked Questions

We understand that tax and accounting can be challenging, time consuming, and often overwhelming.

At Perth Tax Professionals, we are here to make the process easier for you. Our team is dedicated to providing clear, straightforward guidance to help you navigate your financial obligations with confidence.

Who is best for tax planning?

The best professionals for tax planning are qualified tax accountants or financial advisors with experience in Australian taxation law. Look for registered tax agents or Certified Practising Accountants (CPAs) who specialise in strategic tax planning. They can help individuals, business owners, and investors minimise their tax legally while ensuring compliance with the ATO.

If you earn $60,000 annually, your tax refund depends on your tax withheld, deductions, and offsets. For the 2023–24 financial year, your taxable income would attract roughly $10,500 in tax before any Medicare levy or deductions. If you’ve had more tax withheld or claim work-related expenses, you may be entitled to a refund. The exact amount varies based on your individual circumstances.

High income earners in Australia can reduce tax through legal strategies such as salary sacrificing to superannuation, maximising work-related deductions, negatively gearing investment properties, using family trusts, and managing capital gains timing. A tax accountant can help tailor strategies to suit your income and financial goals while ensuring compliance with Australian tax laws

Our mission is to empower our clients with the knowledge and support they need to achieve their financial goals. We strive to provide expert tax advice that not only ensures compliance but also helps you optimize your tax positions, ultimately leading to better financial outcomes.

Ready to Get Started?

Contact us today to schedule your consultation and take the first step towards financial peace of mind.

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