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Five tests that decide how much tax you pay.
If you cannot answer yes to all five with confidence, there is tax on the table. The second-opinion review works through them against your last two returns.
Book a second-opinion reviewTTrading structure
Is your structure set up so you are not paying tax you do not have to?
AAccountant
When did your adviser last plan a large tax saving with you in advance, rather than report one you missed?
XeXpenses
Are you applying every legally available deduction, and documenting it well enough to defend it?
EEarnings
Salary, dividend, distribution or loan: do you know which mix you should be paying yourself?
SSuper and investments
Are trusts, companies and your SMSF working as structures to hold wealth tax-effectively?
