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17 OCTOBER 2018
CLIENT EVENT - 17 OCTOBER 2018
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Tax Checklist
2018 - Tax Checklist
To assist in completing your tax return, we have a checklist that will help you with what you need to provide us. Find out more
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Tax Planning 

 

Change is in the law of life.  And those who look only to the past or to the present are certain to miss the future."
John F Kennedy.

Have you felt the change in the air, more than the change of season?  This is the beginning of optimism.  To put yourself in the best position, you must adopt John F Kennedy's advice and look to the future.


We are currently undertaking tax planning meetings.  This process is more than looking at options to reduce your tax but more importantly an opportunity to reassess your profitability and financial security and make the necessary adjustments to set a fresh course to head towards your goals.

We urge you to take the time to meet with us and undertake a Business Focus Session.

BUSINESS FOCUS SESSION

A Business Focus session gives you a structured process to review your business performance.

When you're feeling physically unwell you would normally approach your Doctor for a diagnosis and possible remedy by way of prescription and/or referral.

Well in business it is not dissimilar.

The business focus session not only allows us to review your potential tax position and recommend strategies.  We can also examine cash flow and profit issues, whilst maintaining a focus on the overall performance.

The review will provide a list of action steps.  We can then keep you accountable.

 HOW DOES IT BENEFIT MY BUSINESS?

We often hear comments like... "My accountant never tells me how I can improve my business" or "I have tax to pay but don't have the cash, it can't be right".

The benefit of a focus session can include:

  • Uncovering the possible cause of current financial difficulties
  • Setting future direction
  • Understanding profitability and cash flow.  What impact the next sale will have on your cash position

HOW LONG DOES IT TAKE?

Fees can range dependent upon the scope of work agreed to.  Fees can range from $500 to $1,650 (GST incl).  A fixed fee will be agreed prior to work commencing.

Here are a few comments from some of our own clients:

  • "We now have a clear focus on where we are going."
  • "I now understand where my cash in going."
  • "No tax surprises."

TO PROCEED

Please contact your accountant and/or Manager  to arrange an appointment.

 

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What our clients say...
  • "I've known Ross for many years and his team continues to deliver good, wholesome country service" - Read more
    - Kym Westcott, Paleo Cafe
  • "Maclean Partners are very knowledgeable accountants who are always attentive and keen to learn more about how to improve our business. John and his team offer sound advice about tax and general accounting, as well as helping structure and manage the financial aspects of the business to our advantage". - Read more
    - Tony Pascoe, NQ Foot and Ankle
  • "We've worked so hard over the past 10 years to get the business to where it is and sometimes you can't see the forest from the trees. Thanks to the Maclean Partners and the 90 Day Business Challenge, I found each module so helpful and the self-paced online aspect combined with the face to face coaching and workshops worked really well for us. - Read more
    - Nelly Evans,Powdercoat Select
  • "Nelly (my wife) told me she had signed up for some business training and I told her it was a waste of time and money. I wasn't interested in doing it at all because both our businesses are firing on all cylinders, but to show her support, I went along to the first workshop and I was impressed. Nelly and I have been doing a lot of talking, but we realised that we never had the right mindset to take action. - Read more
    - Glenn Evans, The Fencing Factory
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