Business By Design

Ep 39: 2023 tax planning ideas and tips

• Stuart Wemyss & Mena Abraham • Season 3 • Episode 18

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0:00 | 5:35

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In this episode, Mena and Stuart discuss the common tax planning matters that you should consider prior to 30 June, including: 

  • Completing trustee minutes and dividend declarations 
  • Super contributions – when, how much, etc. 
  • Importance of doing a stocktake 
  • Forecasting taxable income 
  • Using corporate beneficiaries  

To find out more about our holistic accounting firm, ProSolution Private Clients, click here: https://www.prosolution.com.au/ 

Connect with Mena on LinkedIn: https://www.linkedin.com/in/mena-abraham-99635579/

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Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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