Tax Planning

We understand the importance of tax planning for businesses of all sizes. Our team of experienced advisers has the knowledge and expertise to unravel technically intricate tax matters, offering clear insights into the repercussions of current and future scenarios on your industry and business.

Our tax planning services are designed to help you construct the most effective tax structure tailored to your specific circumstances. We work with growing businesses, family-owned businesses, and professionals across industries to guide them through the risks, obligations, and opportunities their business encounters.

Our approach to tax planning is comprehensive and proactive. We analyse your financial situation and conditions to craft a financial plan that can be executed in the most tax-efficient manner. Our team takes into consideration the timing of income, size, the timing of purchases, and planning for expenditures to ensure that all elements of your financial plan work together to allow you to pay the lowest taxes possible.

In addition to our expertise in tax matters, we also offer a range of other services to support your business, including accounting, business advisory, and financial planning through Hood Sweeney Securities Pty.Ltd (AFSL No.220897 l ABN 40 081 455 165).

Our team of professionals can help you with everything from taxation planning and compliance to accounting best practices and extensive business advisory services to guide key management decisions and generational planning.

Our tax planning services include the preparation of an annual tax planning report that includes optimisation of income tax exposure, compliance with Division 7A loan requirements, preparation of dividend and distribution minutes, and more.

We also provide assistance with the preparation and lodgement of BAS and IAS as required.

At Hood Sweeney, we are committed to helping our clients achieve their business goals. Our tax planning services are designed to provide you with the guidance and support you need to make informed decisions and navigate the complex landscape of taxation. Whether you are facing challenges related to income, corporate, excise, luxury, estate, or property taxes, our team of experts is here to help.

So, whether you are just starting out or are already an established enterprise, Hood Sweeney can provide you with the support and guidance you need to navigate the complex world of taxation and achieve your business goals. There is no better time to assess your business performance and ensure you undertake the necessary steps to minimise your tax exposure than in the lead up to the end of a financial year: it’s worth thinking about your position well before June 30!