Tax planning

Tax planning plays a role in every decision you make. It pays to plan

Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews

Expert tax planning advice

It's crucial to get on the front foot and be proactive with tax planning. We conduct tax planning meetings with each of our clients prior to 30 June each year to keep you ahead of the curve and make decisions before it's too late. We build tax planning strategies for both the short term (next 12 months) and longer term (next 5 years).

See how we can help you with tax minimisation.

  • Regular tax planning meetings
  • Tax minimisation
  • Audit guarantee
  • ATO compliance
  • Corporate tax planning

Free financial strategy session*

Get a free 90-minute video consultation. See how it works.

*Offer subject to terms and conditions
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Effective tax planning is more than just minimisation

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A wealth of experience

With 40 years of experience, we know the most effective ways for you to structure your tax to meet your business goals.

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Full range of services

We're more than capable of handling all your finances. We take a holistic approach to accounting, so we provide a full range of services.

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Long-term client partnerships

Tax planning is about working towards your long-term goals. And we're on the business journey with you for the long-term.

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Leading industry innovation

Technology has changed what's possible in accounting. We're always up to date with new technology, legislative changes, and industry updates.

Learn more about your business with our comprehensive guides

At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.

  • Discover tax strategies and business structures available to you
  • Understand and apply new business management technology
  • Get in touch with us for information tailored to your business

Long term thinking is the most important part of tax planning

Tax planning should inform each decision you make. From the way you structure your business and personal assets, down to the timing of your invoice payments.

We provide sound advice and we're diligent in all the work we do. We're so confident in our work that we even provide an audit guarantee.

Our team can even travel to your premises to consult with you face-to-face. It's all part of our commitment to our clients.

Stewart Lane, Partner & Head of Tax

Meet the tax planning team

We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Karsten Horne
CEO, Reho Travel
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
Lisa Clarke
SL Constructions
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Peter Luskan

Our method for business success

Where is your business at now, and where is it moving? Your business goals need to be reflected in your tax plan. Our tax planning is all about moving you through the stages of growing a successful business and growing your personal wealth.

We've developed a unique, holistic approach to our services, based on our 40 years of experience growing our own business and those of our clients. We know it works because we've done it ourselves.

Find out how we do things
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Expertise you can trust

Tax planning needs to be done by experts. Reach your business goals and keep the tax office off your back.

Our case studies

Get effective and compliant tax planning

You can reach your goals and still keep the tax office happy. We can help.

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Frequently asked questions

How do I minimise tax?

There are various ways to minimise tax, some common methods include:

  • Super contributions
  • Prepayment of expenses
  • Buying assets which are deductible

Your accountant can help you determine which tax minimisation option are appropriate for your business.

Should I contribute to super?

Contributing to your super is a great way to minimise tax and fund your retirement in a tax free environment. The maximum deductible amount an individual can contribute to super is $25,000 per year. The tax rate in super is 15 per cent, which is normally lower than the tax rate personally.

How do I plan for my tax bill?

It's always important to prepare well in advance. We do this by way of planning meetings with our clients. We also explain the tax consequences and timing with clients who are new to business. Setting up provision accounts is also a great idea.

Why do I need to do tax planning?

Tax planning is very important as it gives you an opportunity to minimise tax before it is too late. You can maximise the return from your business by minimising the tax. We also ensure your tax plan is compliant with ATO requirements.

What’s involved in tax planning?

We meet with our clients to run through the year to date actual figures, add in an estimate of the budgeted income and expenses and project what the profit and loss, and tax position will be for the full financial year.

We discuss tax minimisation strategies with our clients and show you the tax savings that can be achieved in the meeting.

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