Accounting Services
Tax Planning

More than just accountants. Strategic partners in your financial success.

As a business owner, you already wear too many hats. The last thing you need is to leave tax planning until the end of the financial year—and miss opportunities to reduce your tax bill.

At The Hendrie Group, we help business owners take a proactive approach to tax planning. We don’t just lodge your returns—we help you build a year-round strategy that aligns with your business goals, your lifestyle, and your long-term financial freedom.

Whether you’re running a growing enterprise or building your legacy, we’re the partner who’ll help you stay compliant, save tax, and unlock financial clarity.

Why Tax Planning is Crucial for Business Owners

Tax isn’t just an expense—it’s a lever. With smart, well-timed decisions, you can:

• Minimise your business and personal tax liabilities
• Improve cash flow by planning for tax in advance
• Free up working capital to reinvest in your business
• Avoid surprises and stay compliant with ATO requirements
• Align your tax strategy with your business exit or succession plans

We help you harness that leverage.

Tailored, Ongoing Advice – Not Just Once a Year

We’re not your reactive, “see you at tax time” accountants.

Our clients benefit from ongoing tax strategy sessions, where we assess your evolving business and adjust strategies accordingly. Whether it’s optimising your structure, reviewing trust distributions, or leveraging superannuation contributions, we ensure everything is in sync.

We also consider your personal financial goals—because as a business owner, those two worlds are deeply connected.

Plain-English Advice That’s Easy to Act  On

Tax law can be complex, but our advice isn’t.

We speak your language—no technical jargon, no condescending tone. Just honest, easy-to-understand advice designed to help you make smart financial decisions with confidence.

Our down-to-earth team gets to know you and your business. And we take your success personally.

What Our Tax Planning Services Include

We tailor our services to your business needs. Here’s a snapshot of what’s available:

• Annual Tax Planning Sessions – Well before June 30, we run through simulations and advice to minimise tax
• Business Structuring – Get the right setup for tax efficiency and asset protection
• Profit Allocation & Trust Distributions – Strategically manage distributions to minimise group tax
• Fringe Benefits Tax (FBT) Planning – Use salary packaging and other strategies to your advantage
• Superannuation Contributions Strategy – Leverage super as a tax-effective wealth-building tool
• Asset and Equipment Purchase Timing – Make capital investments at the right time for maximum benefit
• GST and PAYG Management – Stay ahead of obligations, avoid cash flow shocks
• Dividends and Director Loans – Plan ahead to avoid Division 7A and maximise after-tax income
• State Tax Advice – Navigate Payroll Tax and Stamp Duty with clarity