Tax Planning (Proactive)

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Proactive Tax Planning & Smart Minimisation Strategies

Don’t wait until June 30th. Plan ahead, reduce tax legally, and keep more of what you earn.

Compliance Looks Back. Planning Looks Forward.

Tax compliance tells you what already happened. Tax planning shapes what happens next.
At Simpli-Tax, we work with small businesses in Perth and across Australia, helping business owners legally minimise tax, manage cash flow, and build long-term wealth.
Our proactive approach means no last-minute panic, no missed opportunities, and no unnecessary tax paid.
Our Proactive Tax Planning Cycle

Strategic Reviews That Put You in Control Before Year-End

Effective tax planning isn’t a one-off conversation in June. It’s a structured process built around real numbers, forward projection, and informed decision-making.
April-May Strategy Reviews

Know Your Tax Position Before It’s Locked In

We meet with you before June 30th to review your year-to-date financial data from your accounting software and recent lodgements.
This allows us to:
  • Estimate your expected taxable profit.
  • Calculate your likely tax liability before it’s due.
  • Identify tax minimisation opportunities while there’s still time to act.
You get clarity, choice, and control – well before deadlines arrive.
Scenario Modelling & Tax Forecasting

See the Number Before You Decide

We model different tax planning scenarios using real data so you can clearly see:
  • The tax impact of each strategy.
  • Cash flow implications.
  • Estimated tax savings.
This turns tax planning into a confident business decision – not guesswork.
Proven Tax Minimisation Strategies We Use

Practical, Legal, & ATO-Compliant

Every strategy is tailored to your business structure, profitability, and goals.

Superannuation Contribution Strategies

We provide tax advice on tax savings that can be achieved through:
  • Concessional (tax-deductible) super contributions.
These strategies can cap tax on profits at 15% while simultaneously building your personal wealth for the future. However, it must be noted that we do not provide any financial advice.
Asset Expenditure & Timing Planning
Purchasing plant or equipment at the right time can significantly reduce taxable income. We assess eligibility for:
  • Instant Asset Write-Off
  • Temporary Full Expensing (where applicable)
You only invest in assets your business genuinely needs – but at the most tax-effective time.

Trust Distribution Planning

For businesses operating through trusts, timing and documentation matter. We ensure:

  • Trust Distribution Resolutions are prepared correctly.
  • Minutes are signed before June 30th.
  • Income is distributed in a tax-effective and ATO-compliant manner.

This prevents costly errors and maximises flexibility.

Inventory & Bad Debt Reviews

Not all profits exist on paper. We ask you to review your inventory, debtors etc and assist in writing off:

  • Obsolete or unsaleable stock.
  • Unrecoverable debtor balances.

Eligible write-offs are identified and actioned, immediately reducing taxable income where appropriate.

Key Tax Planning Tools We Commonly Apply

Built Around Your Business Reality

Depending on your situation, planning may include:
  • Superannuation contributions
  • Pre-payments of expenses
  • Asset write-offs
  • Trust income distributions
  • Timing of income and expenses
Each strategy is applied legally, ethically, and strategically.

Why Proactive Tax Planning Works

Most importantly – it gives you peace of mind!
Reduces unnecessary tax
Improves cash flow certainty
Eliminates year-end stress
Supports smart business decisions
Builds long-term personal wealth

Frequently Asked Questions

Proactive Tax Planning - Explained Clearly
Ideally between April and May, before June 30th, while strategies can still be implemented.
No. Profitable small businesses benefit the most from proactive planning.
Yes. All strategies we recommend are fully compliant with ATO legislation.
Savings vary, but scenario modeling allows us to estimate benefits before action is taken.
Tax planning works best when integrated with your ongoing compliance – but we can discuss options.
Absolutely. Knowing your tax position early helps you plan payments and avoid surprises.
Up-to-date financials, recent tax returns, and access to your accounting software.

Stop Tipping the ATO - Start Planning Ahead

Every dollar saved legally is a dollar you can invest into your business or personal wealth.
Stop tipping the ATO. Schedule a tax planning review today!
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