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Advisory Service - Progress Report & Meeting

New Advisory Service Available Now!

As we are working through this year's Tax Returns, we want to alert you to a number of important items that you need to consider for the year ahead and have a “big picture” look at your business and personal wealth so we can help you to live your best life.

Below is what we provide in our Annual Progress Meeting and why you will benefit from this service.

VALUE TO YOU (benefit)

To help you understand this years tax position/s, we will prepare a special report for our meeting that provides a summary of your family’s current tax position compared with recent years, and a breakdown of tax payable/refundable for each individual in your family group, and much more.

During the Annual Progress Meeting we will:

· Review a number of important items that may affect you in the year ahead

· Consider 10 key questions that will help us to jointly develop a plan that will help you live your best life

· Review your Annual Progress Report to discuss trends for the group overall and separate individuals and entities

· Discuss your business and personal plans for 2023

· Review our recommended strategies and tax saving ideas for a new financial year


Our work for you will ensure that you start the next financial year in a positive way with clear strategies that continue to help create, grow and protect your wealth!

THE PLAN (Work Involved)

To achieve this benefit for you, we will need to do the following in preparation of the meeting:

· Review your current financial situation and prepare a special Annual Progress Report for your family group

· Analyse the trends and make recommendation on what action is required for the new financial year

· Prepare Div7A year-end advice for companies (where applicable)

· Compare your position to the relevant    Industry ATO Benchmarking data

· Prepare the Estimated PAYG tax payments for year ahead



Simply contact us to book an Annual Progress Meeting.

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