Tax planning isn’t just about reducing tax—it’s about making smarter, more confident decisions that protect your wealth, support your business, and create a plan you can feel good about.
With the upcoming Federal election in May, we expect there will be a lot of tax changes announced that will affect you. 2025 is the most critical year in recent memory for planning ahead. Our Tax Planning service is your chance to unlock tangible value and avoid costly surprises.
The right strategy can make a big difference to your business’s financial position—and your personal wealth. Smart tax planning means you can::
• Take advantage of incoming tax rate changes
• Legally reduce tax across your family or business group
• Avoid unexpected tax bills
• Protect cash flow and reinvest in your growth
At Focus Partners, we specialise in proactive, personalised tax planning built around your goals, not just compliance. Our clients don’t just pay less tax—they gain clarity and confidence about what’s next.
We don’t believe in one-size-fits-all. You’ll get advice that’s strategic, personal, and commercially smart. We're invested in your success—because we know what’s at stake. We give you more than just numbers. We give you clarity, confidence, and control.
Here’s what we deliver as part of our Tax Planning service:
• Model Your Position: We forecast your income and tax across your business and family group.
• Tailored Strategy: Based on that forecast, we’ll outline actions that minimise your tax and maximise your position.
• Plain-English Report: No jargon. Just your Tax Plan Report with clear insights and recommendations.
• Hands-On Delivery: We check in pre-30 June to ensure actions are implemented and savings locked in.
Every year, we see the difference between those who plan ahead - and those who react too late. Without a plan, business owners often face:
• Unexpected tax bills
• Missed income splitting and super contribution opportunities
• Higher-than-necessary tax liabilities
• Unnecessary pressure on cash flow
• Missed deadlines for key actions
And in 2025, the stakes are even higher.
Our Tax Planning spots are limited to ensure we can give each client the attention they deserve.
If you’re ready to get ahead, reduce tax, and plan with clarity, reach out now.
To secure your spot, simply click here or contact your advisor. We’ll send you a digital proposal to accept and lock in your planning session. Once accepted, here’s how it works:
• APRIL: Review your business income to date and begin strategy development.
• MAY: Post-Budget, we finalise your TaxPlan Report and meet to go through actions.
• JUNE: Final check-in to ensure actions are complete before June 30.
This is more than compliance—it’s strategy, support, and certainty when you need it most. Let’s get your Tax Plan underway.