2011 TAX PLANNING

The end of the 2011 financial year is fast approaching! This is an appropriate time to proactively review the options available to legally minimise your taxes.

Your Tax Planning Review with Us  

We will need to review your expected income for the year so that we can calculate the appropriate mix of salary payments, superannuation contributions and tax planning strategies for you.  

Please forward to our office by post or e-mail the following information NO LATER THAN 31 MAY 2011:

• A copy of your business Profit & Loss Statement for the period 1 July 2010 to 31 March 2011 and Balance Sheet as at 31 March 2011 (if we don't already have a copy of these documents).
• Estimate of business profits, personal income, salary & wage income, interest, dividends, capital gains and rental income for the period 1 July 2010 to 30 June 2011.

We would like to either meet with you or have a phone meeting with you well before 16 June 2011 to allow us both enough time to implement any tax planning strategies we jointly decide upon.

Your Action Plan

Contact the SBS Team by replying to this e-mail or by calling the office on (07) 3221 1100 well before 30 June for assistance with legally minimising your tax for 2011!

We look forward to meeting with you soon.

Kind regards

THE SPECIALISED BUSINESS SOLUTIONS TEAM