Plan Today,
Save Thousands Tomorrow
The best tax outcomes don't happen by accident, they are engineered. We provide high-level, proactive tax strategies well before the end of the financial year.
0437 821 599Talk to Us About Your Financial Goals
Look Forward, Not Backward
Most people only speak to their accountant when it's time to lodge a return—by then, the financial year is over, and it is too late to change the outcome. Elite Taxation Pty Ltd flips this model. We conduct intensive Tax Planning sessions throughout the year to ensure a superior outcome.
By analyzing your year-to-date income and projecting your end-of-year position, we provide a clear, actionable checklist of strategic moves. From superannuation strategies to bringing forward expenses, we legally minimize your impending tax bill.
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Start Your Strategy Early.
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0437 821 599
Legal, Strategic Wealth Retention
Tax avoidance is illegal, but tax minimization is smart business. We utilize entirely legal ATO frameworks, concessions, and structuring to retain maximum capital within your family group.
- Detailed profit projections and tax estimates.
- Strategies surrounding concessional superannuation contributions and carry-forward rules.
- Timing of income and acceleration of deductions (e.g., prepaying rent/interest).
- Strategic allocation of trust distributions and company dividends.
- Capital Gains Tax (CGT) offset strategies, such as crystallizing poor-performing assets.
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Be the first to review usFrequently Asked Questions
Understanding pre-EOFY tax strategy.
A tax return documents history—it reports what happened last year. Tax planning is future-focused. It involves examining your current trajectory before the year ends, and taking legal actions NOW to change the final outcome you will report later.
The ideal time is well before the end of the financial year. This gives us enough data from the current year to make accurate projections, while leaving enough weeks for you to execute the strategies (like making super contributions or buying equipment).
If your super balance is under $500,000, you can "carry forward" any unused portion of your $27,500 annual concessional cap from the past five years. This allows you to make massive, tax-deductible contributions in a year where you have an unusually high income (e.g., selling a property).
Never spend $1.00 just to save 30 cents in tax. However, if your business GENUINELY needs a new vehicle or equipment in the near future, it is a brilliant strategy to purchase and install it before June 30 to claim the immediate deduction in this financial year.
This is a strategy where you pay for next year's expenses before June 30 this year. For example, paying next year's insurance premiums, software subscriptions, or even 12 months of interest on an investment loan in advance, bringing the deduction into the current high-income year.
Be Proactive with Your Tax
Get ahead of the ATO. Schedule your strategic tax planning session with Elite Taxation Pty Ltd today.
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