Tax Planning

Tax Planning Burwood NSW — Professional Tax Strategies for Individuals & Small Businesses

Effective tax planning helps reduce tax, improve cash flow and strengthen long‑term financial outcomes. At Burwood Tax Returns, we provide professional tax planning services for individuals, sole traders, companies and trusts across Burwood NSW and the Inner West.

As a CPA‑qualified tax agent, we develop tailored tax strategies that maximise deductions, minimise tax liabilities and ensure full ATO compliance — all while supporting your financial goals.

Complete Tax Planning Services

We provide tax planning for:

  • Individuals
  • Sole traders
  • Companies
  • Trusts
  • Contractors
  • Freelancers
  • Investors
  • Rental property owners
  • Retirees
  • High‑income earners

Our tax planning service includes:

  • Deduction planning
  • Business tax planning
  • Investment tax planning
  • Rental property tax planning
  • Capital gains tax planning
  • Superannuation strategies
  • Business structure review
  • Year‑end tax planning
  • ATO‑compliant documentation

We ensure your tax planning is accurate, strategic and compliant.

Individual Tax Planning

We assist individuals with:

  • Work‑related deduction planning
  • Motor vehicle deductions
  • Home office deductions
  • Uniforms and protective clothing
  • Training and education
  • Private health insurance tax planning
  • Medicare levy considerations
  • Investment tax planning
  • Rental property tax planning

We help individuals reduce tax and improve financial outcomes.

Sole Trader Tax Planning

Sole traders often benefit from strategic tax planning. We assist with:

  • Business deduction planning
  • Motor vehicle tax planning
  • Home office tax planning
  • Tools and equipment planning
  • Depreciation strategies
  • GST planning
  • BAS planning
  • PAYG instalment planning
  • Superannuation contributions

We help sole traders reduce tax and improve business performance.

Company Tax Planning

Companies require detailed tax planning. We assist with:

  • Company tax minimisation
  • Director loan account review (Division 7A)
  • Asset purchase planning
  • Depreciation strategies
  • Motor vehicle tax planning
  • GST planning
  • PAYG withholding planning
  • Superannuation strategies
  • Dividend planning

We help companies reduce tax and improve financial stability.

Trust Tax Planning

Trusts offer flexible tax planning opportunities. We assist with:

  • Trust distribution planning
  • Beneficiary tax planning
  • Asset purchase planning
  • Depreciation strategies
  • Capital gains tax planning
  • Superannuation strategies
  • Investment tax planning

We ensure your trust is structured and managed tax‑effectively.

Rental Property Tax Planning

Rental property owners benefit from strategic tax planning. We assist with:

  • Depreciation schedules
  • Repairs vs capital improvements
  • Loan interest deductions
  • Property management fees
  • Council rates
  • Insurance
  • Water usage
  • Advertising for tenants
  • Capital gains tax planning

We ensure your rental property is tax‑efficient and compliant.

Capital Gains Tax (CGT) Planning

CGT planning helps reduce tax on asset sales. We assist with:

  • Property sales
  • Share disposals
  • Cryptocurrency disposals
  • Managed fund disposals
  • CGT discount eligibility
  • Cost base adjustments
  • Timing strategies
  • Record‑keeping requirements

We help you plan CGT events strategically.

Superannuation Tax Planning

Superannuation is one of the most effective tax planning tools. We assist with:

  • Concessional contributions
  • Non‑concessional contributions
  • Downsizer contributions
  • Spouse contributions
  • Contribution caps
  • Pension strategies
  • Transition‑to‑retirement planning

We help you use superannuation to reduce tax and build wealth.

Business Structure Review

Choosing the right business structure can significantly reduce tax. We review:

  • Sole trader structures
  • Company structures
  • Trust structures
  • Partnership structures
  • Asset protection
  • Tax minimisation
  • Compliance requirements

We help you choose the most tax‑effective structure.

Year‑End Tax Planning

Year‑end tax planning helps reduce tax before 30 June. We assist with:

  • Deduction timing
  • Asset purchase planning
  • Depreciation strategies
  • Superannuation contributions
  • Trust distributions
  • Dividend planning
  • CGT timing strategies
  • Business tax planning

We help you prepare for year‑end tax obligations.

ATO Compliance & Documentation

We prepare all required documentation, including:

  • Deduction schedules
  • Depreciation schedules
  • CGT schedules
  • Trust distribution minutes
  • Dividend statements
  • Superannuation documentation
  • ATO‑compliant supporting schedules

We also assist with:

  • ATO letters
  • ATO audits
  • Payment plans
  • Compliance queries

We provide full support throughout the year.

Our Process — Simple & Professional

Step 1 — Contact Us

Discuss your tax planning needs.

Step 2 — Provide Your Details

We’ll tell you exactly what we need.

Step 3 — We Prepare Your Tax Plan

Prepared by a CPA‑qualified tax agent.

Step 4 — Review & Strategy Session

We explain your tax plan clearly and professionally.

Step 5 — Implementation

We assist with deductions, contributions and compliance.

Step 6 — Year‑Round Support

We assist with ATO letters, audits and tax planning updates.

Ready to Reduce Your Tax?

Call or Email Us Today

  • Phone: 02 9744 6866
  • Email: info@burwoodtaxreturns.com.au
  • Location: Near Westfield, opposite Burwood Park, Burwood NSW 2134

Burwood Tax Returns provides professional tax planning, CGT planning, rental property tax strategies, business tax planning and ATO compliance services for individuals, sole traders, companies and trusts in Burwood NSW and surrounding suburbs. Contact us today for accurate, affordable and effective tax planning support.