Strategic Tax Planning

Strategic Tax Planning

Strategic Tax Planning in Melbourne

Many people wait until the end of the financial year before they start thinking about tax obligations and working out their return. However, the sooner you start planning, the more latitude you have to save on tax. At Lotus Smart, we can provide strategic tax planning in Melbourne by understanding in detail your financial circumstances and projecting your income for the financial year. The information we collate allows us to make tailored recommendations to reduce your tax liability.

State-of-the-Art Projection Tools

If you’re asking yourself “who can provide the best tax planning strategy near me at an affordable cost?”, you can find the answer at Lotus Smart. Backed by years of expertise and experience, our taxation, accounting and business advisory specialist has developed excellent tax optimization tools which allow us to accurately project your income taking a range of factors into account. We can recommend a strategy which consists of a series of measures you can undertake to save on tax within the scope of income tax legislations and guidelines from the Australian Taxation Office.

The Benefits of Tax Planning

An individual, small business or large company can benefit greatly from tax planning with regards to their finance. The benefits can include:

  • Reducing your tax bill
  • Reinvesting funds into other areas
  • Insights into your business structure Please remove this line
  • Identifying potential areas of profit
  • Finding new investment options: Please remove this
  • Improving superannuation strategies
  • Eliminating unnecessary stress and uncertainty

From end of year tax planning and retirement tax strategies through to high net worth tax strategies and more, there’s nothing we can’t help you with. Our team can assist personal and business clients Melbourne-wide and beyond, including Clayton, Essendon, Blackburn, North Melbourne, South Melbourne, Geelong and Bendigo.

Speak to Our Tax Specialist Today

If you want the best tax optimisation strategies to maximise your return, make a booking with the team at Lotus Smart today. We’ll provide personalised advice and recommendations based on your circumstances and obligations. To book, call (03) 9561 9922 or enquire online.

Book A Free Consultation