05/06/2026
For us, the planning session is where the broader conversation begins. Once we know your numbers, your position, and where you're heading, the conversations that follow throughout the year carry a lot more weight. The best client relationships continue well beyond EOFY, into budgeting, pricing, structure, and the decisions that shape the year ahead.
If you're looking for an adviser who stays in your corner beyond tax time, get in touch.
01/06/2026
When we sit down and go through your numbers together, the conversation often goes beyond tax. When a business owner sees their margins laid out clearly for the first time, the pricing conversation becomes unavoidable. We're not just looking at what you owe. We're looking at whether the business is structured to actually reward the work you're putting in. If the numbers don't add up, that's worth knowing before 30 June, not after.
Has a financial conversation ever prompted you to rethink your pricing? Tell us below.
28/05/2026
A team bonus is a great way to recognise a good year. But before you commit to a number, it's worth understanding the full cost. Super, PAYG Withholding tax, and the timing affects your cash position heading into the new financial year. We work through this with clients during planning session so the decision is based on the full picture, not just the headline figure. A bonus is a great move when it's planned properly.
Want to work through the numbers before you commit? Get in touch.
18/05/2026
A tax planning session is often where the broader business conversation happens. We're already in your numbers, we know how the year has tracked, and we understand your position better than almost anyone. That's a useful starting point for talking about pricing, cash flow, where the business is heading, and what needs to change before 30 June. The tax is one part of it. The rest of the conversation often delivers the real value.
Book your 2026 Tax / EOFY Planning session. Get in touch.
16/05/2026
A tax planning session is an investment, not just an expense. The fee is tax deductible, and for most clients the strategies identified during the session more than cover the cost. More importantly, the value isn't only in the tax saved. It's in knowing your position early, making informed decisions before 30 June, and avoiding the kind of surprises that cost far more than a planning session ever would.
Book your 2026 Tax / EOFY Planning session. Get in touch.
08/05/2026
Every year the same thing happens. The clients who book in March and April get proper sessions with time to act on the recommendations. The ones who reach out in late June get a conversation about what could have been done. There's a straightforward way to avoid being in the second group.
Secure your spot now. Get in touch.
27/04/2026
A lot of small business owners assume tax planning is something larger companies do with their big accounting teams. In practice, SMEs have just as much to gain, often more, because the decisions are more personal and the margins for error are smaller. If you've never had a planning session before, this is a good year to start.
Get in touch to find out what a session looks like for your business.
23/04/2026
A strong trading year is worth protecting. That means reviewing your tax position while there's still time to act, not finding out your liability after the end of the financial year when the options have closed. There's usually more you can do than you think, but only if the conversation happens before 30 June.
Book your session early. Get in touch.
20/04/2026
When things are tight, a tax planning session can feel like an unnecessary expense. But a tough year still has decisions attached to it. Cash flow, structure, drawings, what to carry into next year. Getting those right when margins are already under pressure matters more than it does in a good year, not less. If this year has been hard, that's exactly the reason to have the conversation.
Let's talk before 30 June. Get in touch.
17/04/2026
A lot of business owners are having a record revenue year on paper while feeling more financially stretched than ever. The culprit is usually a combination of rising costs, wage increases, super obligations and a tax position that hasn't been reviewed in a while. EOFY planning is a practical time to look at whether your current structure and remuneration approach is still working for you, or whether there are adjustments worth making before the year ends.
Think your structure needs a review? Get in touch before 30 June.