Our services
Plan ahead, so tax time holds no surprises.
Walk into tax time with no nasty surprises - plan ahead and make the most of every legitimate option open to you.
The best time to think about tax is before the year ends, not after. We help individuals and businesses plan ahead, so you understand what is coming and can make the most of the options available to you, all within the rules.
The benefits
What you get out of it
- No nasty surprises when the return is done
- Confidence that you are doing things properly
- Advice tailored to your situation, in plain English
- A long-term relationship with people who know your history
Who it’s for
Individuals, investors and business owners who would rather plan than be caught out.
What’s included
- A review of your position before the financial year ends (EOFY)
- Timing of income and deductions to suit your situation
- Asset purchases and equipment write-offs at the right time
- Super contributions and, for trusts, distribution resolutions before 30 June
- A look at dividend-versus-wage and any Division 7A loan issues for company owners
- Advice timed for key decisions and deadlines
- Coordination with your wider tax and accounting work, in a clear plan you understand
Indicative pricing
Request a free quote
Final price confirmed in your free, no-obligation quote — no surprises.
No surprises, ever
Whatever you see above is a starting point, not the final word. Tell us about your situation and we will give you one clear, fixed number up-front — free and with no obligation, before any work begins.
Already have an accountant?
Switching to MJE is easy
Changing accountants sounds like a hassle, but we make it simple. We do the heavy lifting, so moving to us takes three easy steps.
Have a free chat
Tell us about your business. No pressure, no jargon - just a clear sense of how we can help and what it will cost.
We handle the handover
We collect your records and take care of the changeover from your current accountant, including the ATO agent linking. You do not chase anyone.
You are set up
You are up and running with the same local Mortdale team looking after you for years to come. Usually sorted within a week.
Common questions
Frequently asked questions
- Ideally before the financial year ends, while there is still time to act. That said, good planning is a year-round habit, and we are happy to talk whenever a decision comes up.
- It is about arranging your affairs sensibly and legitimately so you do not pay more than you need to, and you are not caught out. We will always keep your planning within the rules.
- Yes. We often plan across both, because they are usually connected. Looking at the whole picture is where good planning pays off.
Ready to plan ahead and avoid surprises?
Pop into our Mortdale office, give us a call, or book a time online. We will make it simple.
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