Bell Partners - 2025 Tax Planning Meeting with Kieran Argall
About
As we approach 30 June 2025, we suggest that a timeslot be booked for us to review and provide advice in relation to:• Tax planning advice:
o To help minimise your 2025 tax
o To help give you an estimate of tax payable and the timing of when that would be payable, which helps you to plan your cash flow
o If you have a trust in your structure, to help determine the most tax effective trust distributions to make so that we can prepare the necessary trust distribution minutes prior to 30 June 2025
• Business Risk and Value Driver Assessment (FREE):
o If you have a business, we would be pleased to provide you with a free report which gives you an insight into how your business is performing compared to the rest of the industry and provides you with an indication of your business’s value
We note that fees associated with the above tax planning advice are tax deductible and the benefits outlined above easily outweigh that cost.
Dates
Monday 5 May 2025 - Friday 20 June 2025 (UTC+10)Location
Bell Partners Chartered Accountants
40 Lime Street, SYDNEY NSW 2000
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