Tax planning isn’t just about tax; it’s about better advice
Most accountants are still reacting to tax. The best firms? They plan it.
The ATO says “Tax planning… is the arrangement of financial affairs to keep taxes to a minimum.” But that’s just the starting point.
At TaxFitness, we define tax planning as:
- The proactive and strategic structuring of a client’s financial affairs to legally minimise tax, optimise after-tax outcomes, and build long-term wealth.
- Here’s what real tax planning includes:
- Building business & investment wealth
- Saving future tax (before AND after retirement)
- Managing CGT on business/personal assets
- Fixing Div 7A loans & legacy tax issues
- Structuring for asset protection
- Saving payroll tax, stamp duty & land tax
- Forecasting tax & ensuring cash flow
- Maximising tax outcomes before 30 June
If you’re only doing compliance, you’re missing 80% of the value. TaxFitness gives you the tools to deliver that value:
- 250+ tax strategies
- AI-powered recommendations
- Branded tax planning reports
- Benchmarking vs top 20% of businesses
- Scenario comparisons, CGT & trust tools
Stop selling forms. Start delivering strategy. Your clients are ready. Your firm should be too.
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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