Glen Waverley, VIC 3150 0407 717 224 info@taxexcellence.com.au
Registered Tax Agent Xero Certified Advisor

Accounting & Tax Planning

Strategic Pre-June 30 Tax Planning

Effective tax planning happens long before June 30. We conduct mid-year and pre-year-end reviews to implement legal strategies that reduce taxable income and protect family assets.

Pre-June 30 Tax Reviews

Estimate taxable profit prior to year-end and accelerate deductible purchases or super contributions.

Family Trust Distribution Minutes

Timely preparation of Section 100A compliant trustee resolutions before June 30 deadline.

BAS & IAS Lodgments

Accurate quarterly Business Activity Statements (BAS) and Instalment Activity Statements (IAS).

ATO Audit Shield

Comprehensive representation and protection against ATO reviews, audits, and enquiries.

Schedule Tax Planning

Book your pre-June 30 tax strategy meeting today.

Call 0407 717 224