Tax Planning Sessions

Hello there!

Ready to supercharge your tax benefits and be clear on what your 2026 tax position looks like? We're thrilled to offer you an exclusive opportunity to book your personalised tax planning session with our Marianna Agostino.

Why book a tax planning session with us?

Expert Guidance: Marianna has extensive experience and knowledge of Australian income tax laws. By scheduling a one on one session, ensuring you receive tailored advice specific to your needs.
Comprehensive Review: We'll review your financial records, investment portfolios, and recent tax law updates to help uncover tax deductions and concessions available to you.
Proactive Strategies: Discover proactive tax-saving strategies designed for you, empowering you to make informed decisions and stay one step ahead.
Peace of Mind: By booking early, you can relax and enjoy peace of mind, knowing that your tax position is optimized without any last-minute dashes or overlooked opportunities.

Standard tax planning

A standard session is a one hour session with Marianna where she will review your financial information in the meeting with you. You will be asked to confirm a few things before the meeting so that the required data is to hand for the discussion. This is more of a workshop session where you will be estimating your tax position together.

For those with trusts, the trust distribution minute will be prepared after the meeting for a an additional fee of $150 per trust.

Investment: $528

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premium tax planning

A premium session includes the one hour session with Marianna to work through your tax position and make any tweaks to your estimated position. Marianna will prepare you income estimate and dynamic income tax calculator which we will use to demonstrate the tax impact of your tax deductions of other options.

This option is best suited to those with multi entity structures that include discussions on dividends, trust distributions, superannuation contributions for directors, directors bonuses.

For those with trusts, the trust distribution minute will be prepared after the meeting for a an additional fee of $150 per trust.

Investment: $950

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trust distribution minute consult

For those who do not want to have a tax planning meeting but require their trust distribution minutes completed we suggest a 30 minute phone meeting to ensure that the minutes are an accurate reflection of your decisions.

Trust distribution minutes are crucial in the effective tax management of your trust. Leaving your trust without a trust distribution minute at the end of the financial year leaves you exposed to higher income tax rates.

Investment: $385

LET'S DO IT

Tax Planning Newsletter

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