The Smartest Money Move You’ll Make This Year

At Lawpath, we make tax planning simple—because saving on tax means more money to grow your business.

Tax Planning Made Simple

What is Tax Planning?

Tax planning is the process of identifying and implementing tax strategies in a way that legally minimises your tax liability. It means understanding your business, knowing the rules and making smart decisions—all before the end of Financial Year on 30 June.

Why Tax Planning Matters

Whether you're launching, growing or optimising, tax planning helps your business run smarter.

Keep more of your profits

Every dollar you legally save on tax is a dollar you can reinvest back into your business.

Avoid last-minute surprises

No more scrambling at EOFY—stay prepared and in control all year long.

Stay ATO-compliant year-round

Proper planning helps you meet your obligations, avoid penalties, and sleep easier at night.

Make informed financial decisions

When you understand your tax position, you can plan spending, hiring, and growth with confidence.

What we offer with our Tax Planning Report?

Tailored Tax Planning Reports

We’ll create a personalised tax plan that shows how to legally reduce your tax bill—before June 30 hits.

Personalised Guidance from Experts

Get one-on-one support from experienced professionals who’ll help you make smart, strategic decisions.

Clear Financial Forecasts

Understand your projected income, tax payable, and how to best time your expenses to maximise savings.

Step-by-Step Action Plan

Know exactly what to do next with a practical checklist that turns your tax strategy into results—no guesswork needed.

Lawpath's Tax Planning Guarantee

We stand by the value of our proactive tax planning. If we can’t identify tax savings greater than what you pay for the service, we’ll refund you in full. No fuss, no fine print.

Standard

For standard trading business structures

$1,000

Estimate the 2025 Taxable Income for all individuals and businesses in your family group
Estimate the initial 2025 Tax Payable for all individuals and businesses
Consider and recommend tax reduction strategies for 2025
Provide you with a detailed tax planning report with actionable steps to reduce your tax, along with a tax cash flow projection plan
Meet with you and answer any questions you may have about our tax reduction strategy advice

Enhanced

For bucket company or advanced structures

$1,500

All of the inclusions from Basic, plus:
Perform scenario analysis to compare in detail the tax implications of different recommendations
Develop income spreading strategies to reduce your overall family group tax payable
Recommend restructuring opportunities including Family Trusts

How it works

STEP 1

Assessment

We’ll start with a quick call to understand your business goals, current structure, and where you can save on tax.

STEP 2

Personalised Tax Planning Report

You’ll receive a clear, easy-to-follow report with actionable steps showing you how to reduce your tax bill—based on our expert guidance and knowledge of your business.

STEP 3

Action & Results

We’ll help you put the plan into motion, giving you confidence before June 30 and peace of mind all year round.

Frequently Asked Questions

Is a Tax Planning Report compulsory?

No, but if you’re looking to save money on tax we strongly recommend it.

Can you promise I’ll pay less tax using your strategies?

There may be some limited situations where you are already so tax efficient that you can’t make any savings! If that is the case, our guarantee will kick in and we will refund you the cost of the Tax Planning Report.

Can't my accountant just minimise my taxes when they do the tax return?

If your accountant is only looking at your records once a year after 30 June it is too late to implement most of the tax saving strategies they can identify for your business. Most require transactions to take place and be documented before EOFY.

Don't I just have to pay the amount of Tax the ATO tells me to? Can I really reduce this?

There are many legal strategies you can implement now to reduce your tax liability at 30 June. There are rules built into Australian tax legislation that are designed to promote investment, incentivise small business and encourage retirement savings amongst many other rules that are there for your business to make use of to reduce the tax you will pay.

Will your Tax Planning Report recommend the best investments to make?

We aren’t financial advisors and can’t legally recommend financial products. Our Report is tailored for your business to minimise your tax by implementing clearly outlined strategies.

Get Started on Your Tax Planning Today!

Enter your details below to get in touch with our team and work out the best next steps for your needs.