If you think tax planning is as binary as super contributions – you’re in big trouble!
Some principals think that telling a client to “put more money into super” is tax planning.
Yes — contributing to superannuation is a great tax strategy. But it’s just one tactic.
Real tax planning is a ten-stage process that considers the client’s full situation and identifies multiple strategies to maximise tax savings and business outcomes.
Here’s the uncomfortable truth:
Even among the 20% of practices that actually offer tax planning services, over 50% are undercharging.
Why?
- Low confidence.
- Limited skills or expertise.
- Weak sales process.
- Pricing based on client size rather than value delivered.
When you undercharge:
- You can’t afford to invest the time for a proper job.
- The work becomes rushed and substandard.
- Both you and the client walk away unsatisfied.
If you want to deliver exceptional results, you need to charge appropriately. That’s how you create the time, resources, and incentive to do it right. At TaxFitness, we give accountants the process, training, and pricing frameworks to deliver complete tax planning — not just a single tip about super.
Are you charging what your tax planning services are worth?
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2