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Case Studies

Case Study | Change PSI to Personal Services Business

James is employed as a contract engineer at two different engineering companies. He would like to build wealth and save tax at the same time.

Salesperson Saves $1,551 in Tax

Roy, an employee software salesperson, uses his own motor vehicle for work purposes and is reimbursed the cost by his employer.

Cleaning Company Saves $123,500 in Tax

Cleaning company eliminates the 9.5% super guarantee liability on $1.3 million subcontractor payments, saving $123,500 pa.

Case Study | Financing with 100% Overseas Debt

Tony, a Singapore national, wants to invest $3 million into Australian commercial property.

Livestock Agent Reduces Taxable Income by $75,000

Mathew’s taxable income is reduced by $75,000 pa, saving $30,850 tax per year by utilising tax saving strategies 68, 193 and 12.

Optometrist Saves $7,168 in Tax

Over the last five-years Joanne has borrowed heavily from her practice company to finance extensive house renovations.

Truck Driver Saves $14,513 in Tax

Tom Roberts owns and drives his own truck making contract freight deliveries around Perth five days per week. When Tom visited his Balcatta, WA accountant he said he was concerned about the financial viability of his business and worried about protecting the family home if the business failed.  

Husband & Wife Doctors Save $42,534 in Tax

Husband & Wife Doctors Save $42,534 in Tax by salary packaging their private motor vehicles, transferring their personal investments into Super and taking advantage of the $20,000 asset write-off.

Private Investigator Saves $16,410 in Tax

Protecting Simon’s personal assets whilst reducing his tax payable from $57,832 to $41,422 per year (saving $16,410).

Electrician Saves $8,586 in Tax

John James, a young employee electrician reduces tax payable from $20,910 to $12,324 per year.