Tax Planning


As a boutique financial services firm in Sydney we have been helping individuals and businesses achieve their financial goals for decades. Creating a tax plan will help you minimise business and personal tax, leading to solid, continued growth and a strong financial position in retirement. We'll work with you to set personal or business milestones and map out a pathway to achieve your goals.

Tax planning or tax-effective investing is essentially your right to arrange your financial affairs to keep your tax to a minimum. Creating a tax plan is a smart and perfectly legitimate strategy when you do it within the letter and the spirit of the law. Thus professional expertise in tax planning from a fully qualified consultant is essential to make sure any arrangement is risk-free and lawful.

A good plan does not need to be complex or high risk in order to be effective. It does however need to be smart and give proper consideration to possible adverse consequences. It also needs to protect existing resources and assets.

Smart tax solutions for individuals or businesses

Creating a tax payment plan helps you to smartly invest in savings instruments, thereby offering combined benefits of investment growth as well as a reduction in the amount of taxes paid. Smart planning can lower taxable income and capitalise on opportunities.

Whether you are an individual, salaried worker, planning for retirement, investor, high income earner, medical practitioner, sole trader or business owner (small, medium or large), our expert consultants are available to help you with:

  • Creating an effective and risk-free plan
  • Goal setting
  • Minimising the taxation impact on your financial position
  • Making tax-effective business decisions
  • Meeting all compliance and reporting requirements including GST and payroll
  • Understanding the impact of indirect taxes
  • Understanding how companies are taxed
  • Understanding changes to the law which may apply to you or your business
  • Identifying and applying cost saving measures
  • Succession and estate planning
  • Superannuation funds
  • Superannuation guarantee reporting
  • Fringe benefits
  • Work-related expenses
  • Trusts
  • Developing tax-effective strategies
  • Choosing the right business structure (is it still right for your current situation?)
  • Capitalising on any concessions available
  • Avoiding risky activities, measures or schemes


Talk To A Peter Vickers Business Group Tax Expert Today

With the constantly-changing nature of taxation in general and its inherent complication, developing the right strategy is crucial. Plans which were developed in the past may no longer be appropriate and could expose you or your business to risk. We can assess your complete financial situation and develop a plan tailored for you.

We have helped many of our clients manage their tax exposure effectively and minimise risk with smart taxation planning. Let us help you too.

Questions? Get in touch today or call into one of our offices in Sydney to see how we can help you.

Need Help With Tax Planning?


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SYDNEY


Suite 2, 345 Pacific Highway,
Lindfield, NSW 2070

T: 61 2 9496 2300
F: 61 2 9416 9149
services@pva.com.au


Peter Vickers Insurance Brokers

Suite 2, 345 Pacific Highway
Lindfield NSW 2070
T: 1300 784 011
F: 61 2 9416 9149
enquiries@pvib.com.au

WINDSOR


Suite 3, 31 Brabyn Street
Windsor, NSW 2756
T: 61 2 4577 4455
windsoroffice@pva.com.au


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