Strategic Tax Planning Services for Individuals & Businesses

Effective tax planning starts with understanding how to use your structure, income, and timing to your advantage. At Fast Accountants, we help business owners and investors across Australia minimise tax obligations, improve cash flow, and plan for the long term.

What Is Tax Planning?

Australian Tax Compliance

Tax planning involves structuring your income, expenses, and investments to reduce your tax bill legally. It also helps you make smart decisions throughout the financial year, not just before 30 June.

Why Tax Planning is Essential for Growth & Compliance

If you're a business or investor, ignoring tax planning costs you. You risk paying higher tax payable, missing deductions, and seeing your cash flow suffer. Effective tax planning ensures your strategy is aligned with ATO rules and goals.

Who Needs Tax Planning?

Tax Planning Services Discovery Call

Let’s discuss your current business or personal tax position and explore how strategic planning can reduce your tax payable and improve cash flow. We’ll assess your structure, income, investments, and timing opportunities, then recommend tailored strategies to minimise tax obligations and align with ATO compliance legally.

Our Tax Strategies Services

From income structuring to capital gains forecasting, our tax planning services are designed to help you minimise your tax payable, stay compliant with ATO regulations, and plan confidently for the future. We help business owners and individuals reduce their tax obligations, protect assets, and unlock innovative financial strategies every step of the way.

Tax Minimisation Strategies

We apply targeted tax planning strategies to reduce your income through deductions, rebates, and offsets, effectively lowering your tax payable.

Business & Investment Structuring

We assess your setup. A company, partnership, or discretionary trust might offer better protection and tax efficiency, especially for small businesses.

Year-End Planning

Don’t leave things too late. We help you prepare in advance of the end of the financial year, ensuring all strategies are in place before 30 June.

Capital Gains Tax (CGT)

If you're selling property or shares, we estimate your CGT exposure and use timing to minimise potential tax liabilities.

Superannuation Contributions

Smart superannuation contributions help reduce income and build wealth. We ensure you don’t exceed contribution caps or miss opportunities.

PAYG, GST, and Instalment Planning

We forecast your tax obligations and help smooth payments across the financial year. This supports your cash flow and budget.

Why Hire Fast Accountants as Tax Planner?

Discover how our expert Tax Planning services help growing small businesses stay compliant, organised, and financially healthy. The team led by Simon Dutta, a Certified Practising Accountant (CPA) and founder of Fast Accountants, brings over a decade of hands-on experience in taxation, bookkeeping, and financial management.

Why Choose Fast Accountants

From business structuring to capital gains strategies, we provide proactive, ATO-compliant tax planning designed to help you legally reduce your tax payable, improve cash flow, and plan with confidence. Our expert team delivers strategic support without the need for a full-time finance department — ideal for small businesses, investors, and high-income professionals seeking clarity and control.

Led by Registered Tax Agents & CPAs

You’ll get advice backed by real expertise.

ATO-Aligned & Fully Compliant Advice

All strategies align with rules effective from July 2023 and beyond

Fixed-Fee Packages with No Surprise Costs

Our clients value our upfront, honest pricing.

Trusted by 100+ SMEs Across Australia

Business owners rely on us to help them maximise their tax outcomes.

How Tax Planning Works

Getting started with Fast Accountants is easy, strategic, and tailored to your financial goals. Our step-by-step tax planning process is designed to uncover savings opportunities, strengthen your compliance, and help you plan proactively, whether you're preparing for the end of the financial year or managing ongoing tax obligations.

Discovery Call & Strategy Overview

We begin with a conversation to understand your goals, business or investment income, and the challenges you face for the current financial year.

Structure & Cash Flow Review

We analyse your business or personal structure, model cash flow, and assess your eligibility for tax deductions, offsets, and tax incentives.

Planning, Forecast & Implementation

We run scenario models to reduce tax rates, time superannuation contributions, and ensure ATO-aligned action before June 30.

Who Needs Tax Planning Services?

Startups & New Business Owners

Just getting started? We’ll help you choose the right structure (sole trader, company, or trust) and plan ahead to avoid costly tax surprises.

SMEs & Scaling Companies

Growing fast? Our tax strategies are designed to help you reinvest more profits, maximise deductions, and reduce your overall tax burden.

High-Income Earners & Professionals

From doctors to consultants, we offer smart tax minimisation strategies like income splitting, offsets, and super planning to reduce tax legally.

Property Investors & Traders

Own or flip properties? We provide expert CGT forecasting, trust structuring, and timing strategies to protect your gains and cut your tax bill.

Tax Planning Services We Provide

Business Tax Structuring

We assess and recommend the best entity structure (trust, company, sole trader) for optimal tax efficiency and liability protection.

Capital Gains Tax (CGT) Forecasting

Avoid unexpected tax bills with proactive CGT modelling for property, shares, and business sales — tailored to ATO rules and discounts.

Year-End Tax Strategy & Reviews

Before June 30, we review your income, expenses, and super to implement timely strategies that reduce your tax legally.

Superannuation & Retirement Tax Planning

Boost your retirement while saving tax. We help you leverage concessional and non-concessional contributions in line with annual caps.

cfo services

Frequently Asked Questions.

Whether you're a business owner, investor, or high-income professional, our tax planning specialists are here to help you reduce your tax legally and strategically. Explore answers to common questions about how tax planning works, who it benefits, when to start, and how we support clients across Australia with innovative, ATO-compliant strategies tailored to your goals.

Tax planning involves reviewing your income, expenses, and financial structure to legally lower your income tax rate. We also assess your tax return, plan superannuation contributions, and improve tax efficiency.

Business owners, property investors, and families with trusts or multiple income streams benefit the most. They often utilise discretionary trust setups and tax planning strategies to manage cash flow and reduce tax rates.

Yes. We utilise proven methods that adhere to current ATO regulations. This includes tax deductions, offsets, superannuation contributions, and investment structuring.

Ideally, by March or April, but even planning in July 2023 or later helps if you missed key dates. Early action allows more time to manage cash flow and take full advantage of tax benefits.

Yes. We serve business owners and individuals across all states. Our service is 100% remote and secure.

Visit Us Across Sydney

Need in-person support? You’ll find Fast Accountants in key business hubs across the city, ready to help you stay financially strong

Sydney Office

Located in the heart of the CBD, perfect for busy professionals and city-based businesses.

Parramatta Office

Supporting Western Sydney’s thriving business community with trusted financial expertise.

Mascot Office

Just minutes from the airport, ideal for fast-growing trades, logistics, and service-based businesses.

Bondi Office

Your go-to local accountants for creatives, startups, and retailers in the Eastern Suburbs.