Shape the result while you still can.
Most business owners only talk tax once the year is closed and the bill has landed. By then nothing can change. Our planning service works the other way: we look at your numbers well before 30 June, while distributions, super and timing decisions are still on the table.
Tell us a little about your business and one of our team will be in touch to arrange a tax planning review: a clear, honest look at what’s possible before the year ends.
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One conversation ahead of time beats any letter after the fact.
The difference between good tax planning and a compliance-only relationship is timing. By the time most accountants raise the tax conversation, the year is done and the options are gone. We structure the year so the conversations that matter happen while they can still make a difference.
Tax planning at Wiseman is a conversation grounded in your actual numbers, not a generic strategy letter. We review your current year profit, model the available scenarios, and agree on the actions together, then make sure they’re actually executed before the deadline.
For businesses operating through trusts, the distribution resolution is one of the most consequential decisions of the year, and one of the most commonly left too late. We make sure it’s planned properly, documented correctly, and resolved before 30 June without exception.
We establish where you landed after 30 June and review the final position from the year just closed.
Current year profit reviewed, year-end position forecast, and early opportunities identified while there’s still time to act.
Progress reviewed, changes in income or expenses flagged, strategy adjusted if the year is tracking differently to the forecast.
Last opportunity before 30 June: super contributions, distribution decisions, income timing and expense deductions confirmed.
Trust distribution resolutions signed, super contributions made, invoicing and expense timing completed before the year closes.
Why Wiseman
Deliberately focused on you
Rather than serving every kind of business, we’ve built our practice around growth-minded, family-owned businesses. Here’s what that means in practice.
Built for family business
We focus on established, family-owned businesses turning over $1M or more, with real depth in construction, professional services and real estate.
A dedicated client manager
Your advice comes from an experienced client manager who knows your business.
Independent & conflict-free
We don’t sell financial products, lending or property. Nothing we recommend is shaped by what we have to sell.
Proactive all year
Regular advisory meetings and Xero-based KPI monitoring, so we help you plan ahead rather than only reporting on the year that’s already gone.
Value, not price
We compete on the quality of advice and the results it drives, a long-term partnership, not the cheapest return in town.
Genuinely local
An Ipswich firm that understands South East Queensland business, growing alongside the owners we work with.
What does a business tax accountant at Wiseman Accountants do differently?
Tax planning conversations happen well before the financial year ends, while distributions, superannuation and timing decisions are still on the table. That is what lets the position stay tax-effective, rather than reviewing everything after it is already locked in.
Is tax planning only useful for businesses with complex structures?
No. Any business operating through a company or trust benefits from reviewing distributions, timing and structure ahead of year end. The trust distribution resolution in particular is one of the most consequential decisions in a tax planning year, for simple structures as much as complex ones.
What happens during a tax planning year?
A post year-end baseline, planning conversations reviewing current year profit, a mid-year check against the forecast, and a final planning round before the year closes, when the decisions actually get executed rather than just discussed.
Can you guarantee a tax planning outcome in advance?
No outcome can be guaranteed, and no adviser can promise one. What tax planning does is make sure decisions like distributions, timing and structure are made with time to act, on your actual numbers, rather than after the year has already closed.
How is tax planning different from structuring and asset protection?
Tax planning works within your existing structure each year, reviewing distributions, timing and scenarios ahead of year end. Structuring and asset protection looks at whether the structure itself, your entities and trusts, is still the right one as the business changes.
Is there much on our side we need to organise before a tax planning conversation is useful?
Not a lot: current numbers are the main thing, which is why tax planning works best alongside regular bookkeeping. See bookkeeping and Xero support if your books need to be brought up to date before a planning conversation can be useful.
