Business Tax Planning

Proactive tax planning and structures that mean fewer surprises and better decisions all year.

Who it’s for

This is for established businesses that want to stop reacting at year-end — owners who’d rather plan their tax position across the year than find out what they owe once it’s too late to do anything about it.

What’s included

Annual tax planning

A structured plan before year-end — so you know your likely position early and can act while there’s still time to change it.

Structure & entity advice

The right mix of companies, trusts and entities for your tax, risk and growth — reviewed as your business changes.

Division 7A / trust considerations

Loans, distributions and Div 7A handled properly, so you stay compliant and avoid nasty surprises down the track.

Year-round strategy

Tax thinking built into decisions all year — not a scramble in May — so every major move is made with the numbers in mind.

Why Future Advisory

Most accountants surface once a year, hand you a return and disappear. We work the other way: planning your tax position across the year, flagging moves while you can still make them — not after the window has closed.

You get a director-led, senior team — not handed to whoever’s free — working in Xero so your numbers are live, and the planning is based on where you actually are.

Ven Agency

The team at Future Advisory have been champions at giving us invaluable advice to help us make financially informed decisions to grow our business to where we are today. We can't thank and recommend the team enough!

Andy N. Director - Co. Founder

Two men smiling at the camera, seated at a table in an accounting firm in Melbourne with books and plants in the background. One is wearing a blue shirt and the other a white shirt. | Future Advisory

2M Creative

Who they are: 2M Creative is a Melbourne based design practice known for delivering creative, detailed and high-quality solutions. Working…

View case study

Five smiling young adults, four women and one man, in casual business attire stand in front of a pink background, representing a team specializing in financial planning. | Future Advisory

WLKR Digital

Why they’re different: The usual agency model tends to do either or both of the following: focus on sales and…

View case study

PURUS

PURUS is a wellness brand founded by Bopha that makes clean bioactive products without artificial stimulants, starting with terpene-based drinks.…

View case study

We’ll answer your
questions!

Can’t find an answer to your question?

When should we start tax planning?

Well before year-end. The earlier we look at your position — ideally with a few months up your sleeve — the more options you have to legitimately improve it. Leave it to lodgement time and most of those levers are already gone.

How is this different from lodging my return?

Lodging your return records what already happened; tax planning shapes what happens next. We look ahead at your likely position and structure decisions during the year, so the return simply reflects a plan you chose — not a surprise you cop.