563 North Road

Ormond, VIC 3204

Ph: (03) 9597 9966

Tax planning

Some of us are very good at tax planning.  We know it’s vital and we just do it.  But some of us are NOT like that. That’s where Gartly & Associates can help.  We remove the stress you feel when you suspect you don’t have your business and personal tax matters under control.

Your Gartly professional looks ahead on your behalf.  Every May, we work with you to PLAN your tax.  Sadly, many Accountants don’t provide this service.  Our approach is to optimise your tax position and ensure you meet all compliance requirements.  After all, every dollar of income tax you save means more income at your disposal, and every well-planned disposal of assets means minimal loss to capital gains.

Our tax planning services are focused towards high income earners and small business taxpayers and we provide: 

  • Year round tax advice
  • Income tax advice and forward-planning
  • Determining the most tax effective structure for your business
  • Taking full advantage of tax opportunities and reliefs
  • Achieving the optimum capital or revenue tax treatment
  • Management of Capital Gains tax requirements
  • Assistance in setting up Trusts and advice on Estates
  • Advice on structures and tax matters in relation to property investment
  • Use of Self Managed Superannuation Funds to plan your tax.

Of course we prepare and lodge all types of tax returns for individuals, trusts companies and self managed superannuation funds.

Contact us. We’re always happy to answer your questions or make an appointment for your initial FREE consultation. 

 

People with clear, written goals, accomplish far more in a shorter period of time than people without them could ever imagine.

Brian Tracy

Motivational Coach and Author of more than 40 books.