Accounting & Tax
Tax planning
Tax planning means looking at your likely result before 30 June, while there is still time to make decisions. Business Mantra Accountants reviews your income, structure and plans so you know what to expect and what you can legitimately do about it.
Delivered by
Business Mantra Accountants
Chartered accountants and business advisors
With help from Wealth Mantra
On this page
Who it’s for
Business owners
People who want to know their tax position before the year ends.
Growing businesses
Businesses whose profit, structure or plans are changing.
Investors and families
People with investments, trusts or several income earners.
What’s included
Year-to-date review
Your results so far and an estimate for the full year.
Options before 30 June
Timing of income and expenses, asset purchases, super contributions and distributions, within the rules.
Structure check
Whether your current structure still suits you.
Cash flow for tax
What to set aside for tax and instalments.
How it works
Meeting
You talk through your year and plans.
Estimate
Your expected result is worked out from your figures.
Options
You receive options with their effects explained.
Action before 30 June
You decide what to do; with your agreement, Wealth Mantra can advise on super or investments.
Good to know
Planning, not avoidance
Tax planning works within the law. Arrangements mainly designed to avoid tax can be challenged by the ATO.
Financial advice
Advice on super contributions or investments as financial products must come from a licensed adviser, such as Wealth Mantra’s.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by a registered tax agent at Business Mantra Accountants · Last updated 6 October 2026
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Important information
General information only: it does not take your personal circumstances into account.
Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Business Mantra Accountants, Wealth Mantra before proceeding.
Next step
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