Tax planning advisor for Kellyville and Sydney businesses
SMA Business Advisory works as a tax planning advisor for business owners and family groups across Kellyville, Castle Hill, Baulkham Hills, Norwest & Bella Vista, Rouse Hill, Parramatta and greater Sydney, identifying opportunities and risks well before the end of the financial year.
Decisions made ahead of time, with runway to act
This service is for clients who want tax decisions made ahead of time, with enough runway to actually act on them, rather than a return prepared after the year has already closed. Tax planning applies to business owners, individuals and family groups with income or assets complex enough to benefit from a forward-looking review.
Many tax outcomes come down to timing: when income is recognised, when an asset is purchased, when a distribution is made. This service is built around advising on those decisions before they’re locked in, not after.
Reviewed ahead of year end,
while there is still time to act
We review your position ahead of year end and advise on the decisions that still have time to be acted on.
- Pre-year-end tax review
- Opportunity and risk identification
- Timing and decision advice
- Ongoing tax planning check-ins
Advice that arrives while it can still be used
Effective tax planning depends on advice that’s timely, delivered while there’s still time to act on it. Manraj brings more than 15 years’ experience across Big Four, mid-tier and boutique firms to every tax planning engagement, working directly with you throughout.
This service suits business owners, individuals and family groups who want a planning review at least annually ahead of year end, and is just as useful if you’ve left things until close to year end, though the available options do narrow the closer you get to the deadline.
- Direct access to a CPA-qualified, registered tax agent, not a generic checklist
- Advice delivered while there's still time to act on it
- Planning that applies to businesses, individuals and family groups alike
- A clear distinction from structuring advice, so you get the right service for the right question
Frequently asked questions
Answers to the questions we hear most often. If you can’t find what you’re looking for, get in touch and we’ll be happy to help.
When should tax planning happen?
Ideally well before year end, often in the lead-up quarter, so there’s still time to act on recommendations before the financial year closes.
Is tax planning the same as tax return preparation?
No. Tax return preparation reports what’s already happened. Tax planning looks ahead so the return reflects decisions made with the outcome in mind.
Is this only for businesses, or also individuals?
Both. Tax planning applies to business owners, individuals and family groups with income or assets complex enough to benefit from a forward-looking review.
How often should I have a tax planning review?
At minimum annually, ahead of year end. Businesses or individuals going through significant change may benefit from more frequent check-ins.
Can you help if I've left tax planning until close to year end?
Yes, though the available options narrow the closer you get to year end, so earlier is always better.
What's the difference between tax planning and structuring advice?
Tax planning generally works within your existing structure to time and manage decisions well. Structuring advice looks at whether the structure itself should change, and is covered under our separate Structuring & Asset Protection service.
News, guides and practical advice
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Read articleRequest a consultation
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