EOFY is Coming.

Let’s Cut Your Tax Bill—Not Corners

Strategic tax planning for business owners 

and high earners—before 30 June

secure your eofy strategy session

Don’t Wait Until June to Start Panicking

EOFY isn’t just about finding last-minute deductions.
It’s about what happens if you don’t plan.

Too many business owners wait until July, only to realise:

  • The trust resolution wasn’t done

  • Super wasn’t paid on time

  • Dividends were mistimed

  • And now the tax bill hits like a truck

 

Whether you’re running a growing business, managing trust structures, or juggling multiple income streams—this is your last real window to get in front of it.

  • Clarity on what you’ll owe
  • Strategy on how to reduce it
  • Timing you can actually plan around

 

Your EOFY decisions don’t just affect this year. They shape the next.

The most valuable 60 minutes I’ve spent on my business all year. I walked away with clarity, a plan, and peace of mind before 30 June.
Paul DaviesCEO & Founder
I used to dread June. Now I feel completely in control—with a clear strategy for super, dividends, and what tax I’ll owe. No more scrambling
SarahPrincipal Lawyer, Business Owner
I used to think I had my tax sorted. Now I have a plan that maps exactly when payments are due, and my financial planner used it to shape my whole strategy. It’s changed how I manage money across the board.
CameronPartner and Founder

What’s included in the EOFY Advantage Package

You’ll receive a personalised EOFY Strategy Report and a one-on-one planning session covering:

Essentials Package $1,100 (inc GST)

  • Tax minimisation strategies
  • Salary vs dividend planning
  • Trust distribution advice
  • Estimated tax position
  • Cashflow impact review
  • Personalised EOFY Strategy Report

Premium Package $1,980 (inc GST)

Everything in Essentials, plus:

  • Super and capital gains strategies;
  • ATO payment plan review
  • Tax Timing Map for FY26
  • Liaison with your adviser (if needed)
  • Post-EOFY follow up call

Now booking EOFY sessions through to mid-June—limited places available.

Is this right for you?

This package is ideal if you’re:

  • Running a business with $500k+ turnover and feel tax time is always a scramble

  • Managing a trust, company, or multiple entities and want clarity on structure

  • Unsure about what you’ll owe, or when it’s due

  • Tired of making last-minute decisions that hit cashflow hard

  • Ready to feel confident and in control before 30 June—not panicked in July

You don’t need to be an existing client to book.
We’ve reserved limited spaces for new clients who want to plan smarter this EOFY.

Book now to Beat the EOFY rush

Tax planning sessions are limited and fill fast. Most are delivered in May and early June—so the earlier you book, the more strategic impact we can make.

  • Last sessions available by June 20
  • You’ll receive a short pre-work checklist so you feel fully prepared
  • A personalised Strategy Report will be delivered after your session
  • Designed for business owners with complex structures and real obligations

 

Don’t leave this until tax return time—by then, it’s too late to change the outcome.

Let’s make EOFY easy

Secure your strategy session today and make smarter tax decisions before 30 June 2025.

Book Essentials Now
Book Premium now

Prefer to tak first? Book a free discovery call or email us at ad***@*******om.au

Fine Print:

  • All prices include GST
  • Available to new and existing clients

  • Strategy sessions do not include tax return preparation

  • Bookings close 20 June or when sessions fill