Tax planning toolkit for 30 June 2018  (Pitcher Partners By – Alexis Kokkinos – June 12, 2018)

The 30 June 2018 year-end is fast approaching. To assist with your year-end tax planning, Pitcher Partners has prepared a comprehensive year-end tax planning toolkit. The 60+ page booklet is a checklist of over 200 year-end tax planning considerations for the 30 June 2017/18 income year. To arrange a meeting to work through your year-end tax planning, contact your regular Pitcher Partners representative.

A. About the toolkit

The tax planning toolkit is split into a number of sections, covering income, deductions, individuals, trusts, companies, partnerships, managed investment trusts, CGT, finance issues, international, transfer pricing and cross border, superannuation, GST and state taxes, and tax administration and integrity provisions. Each section contains various year-end planning considerations, including a description of the item.

The document is an editable and printable PDF. This means you can search the document, tick the relevant tax planning items and provide comments directly in the PDF. You can then save the document and forward it to your Pitcher Partners representative for further discussion and consideration. Below are instructions regarding how to use the PDF with a link to a free app allowing you to edit on your mobile device.

We hope the toolkit proves useful for your tax planning preparation for this 30 June.

B. Accessing the toolkit

To access the toolkit (click here)

FJM 14.6.18

Category: Tax Month - June 2018

Author: John Morgan

John Morgan is a tax specialist lawyer of more than three decades experience now practicing at the Victorian Bar - w: www.FJMtax.com e: f.john.morgan@vicbar.com.au