Tax Planning & Advice Blacktown | Blacktown Accountants
Tax Strategy and Advice
Decisions about structures, timing and deductions only change outcomes when they happen before 30 June. The work here is exactly that — planning while it still counts.
Book a planning session or email [email protected]What a planning year looks like
- An annual projection — estimated position for the current year while there is still time to act on it.
- Timing moves — income, asset sales and deductible spending reviewed against your projected rate, not a generic calendar.
- Super contributions — concessional capacity checked and any top-up planned within caps, with paperwork ready.
- Structure review — whether business or investment assets still sit in the right entity, on the evidence, not because it always has.
- CGT planning — what a sale would mean this year versus next, including the main residence and small business concessions where they apply.
When to book in
Is tax planning only for business owners?
No — investors with capital gains, large work deductions, or multiple income streams often gain more from a planning hour than a business does. The projection tells us quickly.
What does a session actually produce?
A written action list: what to do, by when, and the expected effect on the year. Something you can act on — not a phone call you forget by Friday.
Can advice be given generally?
We discuss options and their consequences honestly, and tell you when a matter is outside general accounting practice and needs a licensed adviser — before you spend money.
How accurate is a projection, really?
Only as good as the figures behind it — which is why the session starts with reconciled books or your own numbers. The action list gives sensible ranges, not promises to the dollar.
What should I bring to a planning session?
Current-year income figures, the last return, a list of planned spending or sales, and the questions you have been putting off. An hour is usually enough.
Can you help with PAYG instalment variations?
Yes — when the year is tracking below or above the ATO's assumption, a variation releases cash flow or prevents an end-of-year shock. Worth checking every year.
More from the practice
- Small Business Tax & BAS — The compliance rhythm your strategy stands on.
- Self-Managed Super Funds — Fund compliance run alongside your personal position.
Plan before the year closes
The projection session takes an hour. Book it between April and June and, most years, the list it produces pays for the year's advice several times over.
Blacktown Accountants · 17 Patrick St, Blacktown NSW 2148 · 0494 924 153 · [email protected]
