Tax Planning Bentleigh — Legally Minimise What Your Business Pays

Most Bentleigh business owners overpay tax — not because the rules are unfair, but because no one planned ahead. We change that.

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★★★★★ 83 5-Star Google Reviews | Led by Mina Baselyous, CPA + Chartered Tax Advisor | Registered Tax Agent

Why Most Bentleigh Business Owners Overpay Tax

The problem isn’t the tax system — it’s timing. By the time most accountants see your numbers, the year is over and the opportunities are gone.

You get hit with a large tax bill in June that no one warned you about
Distributions flow to the wrong people or entities — costing you thousands
You make big decisions without knowing the tax consequences
Your structure hasn’t been reviewed in years — you’re paying more than you need to
Your accountant is hard to reach and never calls you first

What Is Tax Planning — and Why Does It Matter?

Tax planning is the process of legally structuring your income, expenses, and business decisions throughout the year to minimise what you pay in tax — before the financial year ends, not after.

Reviewing your entity structure to make sure income flows to the right places
Timing decisions — when to buy assets, pay bonuses, or take distributions
Using family trusts, bucket companies, and holding entities to reduce the overall tax rate
Planning superannuation contributions strategically
Ensuring you’re capturing every deduction you’re legally entitled to

Year-Round Planning

Tax planning isn’t a once-a-year event. We review your position throughout the year so you’re never surprised at EOFY.

Structure Review

We assess whether your current entities — company, trust, individual — are optimised for tax efficiency and asset protection.

Before You Decide

Buying an asset? Taking on a partner? Restructuring? Call us first. The best tax outcomes happen before the decision is made.

What’s Included in Our Tax Planning Service

Year-round tax position monitoring
Entity structure review and recommendations
Distribution planning for family trusts
Superannuation contribution planning
Bucket company analysis to cap tax at 25%, where the company qualifies as a base rate entity
Pre-EOFY planning meeting to action opportunities before 30 June
Ongoing advisory throughout the year — not just at tax time

Who This Is For

Business turns over $500,000 or more per year
3+ employees or growing toward that
Paying a large tax bill and want to know if there’s a better way
Open to using multiple entities (trusts, companies) to pay less tax legally
Want an accountant who calls you first — not one you have to chase

What Our Clients Say

“Mina has changed not only my business structure, but my own mindset towards how I can run it more efficiently and effectively.” — Bonnie Louise, Director, Infinity Care Group Australia

“Their proactive approach to tax and business advice has been a real game changer.” — Sebastian Bensch

“Over the years I’ve struggled to find an accountant who can genuinely understand tax laws. Mina is a true expert in his field.” — Riley Giuliano

Frequently Asked Questions

What is tax planning and how is it different from a tax return?
A tax return reports what happened in the past year. Tax planning shapes what happens before the year ends — legally reducing your taxable income through timing, structuring, and smart decision-making.

How much can I save through tax planning in Bentleigh?
For many of our clients, proper planning saves tens of thousands of dollars per year — legally and backed by the Tax Act.

Do you work with Bentleigh businesses?
Yes — we work with business owners across Melbourne including Bentleigh. Most advisory work happens via Zoom, phone, and email.

Ready to Stop Overpaying Tax?

Book a consultation with Mina. We’ll review your situation, identify the opportunities, and tell you whether we can help.