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First, we request from you details of your expected income and business profits for the 2019 tax year (1 July 2018 to 30 June 2019). This
includes all:
wages / employment income
interest, dividends and rental income received
business profits / losses; and
any capital gains / losses you expect to make.
Based on this information, we will estimate your taxable income and your tax payable before any
tax planning strategies.
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Secondly, we discuss all your tax planning options. Some of these may be things to do in your business, and some of these may be
investment / wealth creation options.
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Third, we provide you with a report that explains in plain English the tax planning strategies we recommend and exactly how much tax you
will save.
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And finally, we provide you with an easy-to-follow action plan to ensure that both you and we can do everything that needs to be actioned
before 30 June.
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