Unleash the power of proactive tax planning

By Stacey Zuluaga

Gone are the days of tax being a routine task completed at the end of the financial year. Welcome to a world where it is your ally in financial management! Tax planning is a proactive approach to managing your finances, understanding your tax liabilities, and maximising opportunities for savings and growth. At SEIVA, we’re about practical solutions that make a real difference; and we make tax planning a cornerstone of our client’s financial journey. Here’s why it isn’t just important—it’s essential.

  1. Building meaningful relationships:
    • Our approach to tax planning goes beyond numbers; it’s about building relationships with our clients and understanding their story. We value taking time to understand their goals, challenges and aspirations, whether in person or virtually. Our clients are not just names on a page; they are individuals with unique stories, and we’re committed to being part of their journey.
  1. Estimating Taxable Income and Position to provide strategies:
    • Tax planning involves estimating your taxable income and understanding your tax position before the end of the financial year. By doing this, you get a clear picture of what’s coming and can investigate ways to make the most of your tax situation. We believe in empowering our clients with options and strategies to improve their financial position. Whether it’s restructuring business entities, optimising home loans, or leveraging available grants, tax planning uncovers opportunities for savings and growth.
  1. Preparing thoroughly:
    • Beyond just taxes, tax planning covers a full-scale look at your finances. From checking out mortgage rates to evaluating what you own and owe, it’s all about making sure your financial health is in top shape. Before meetings, we conduct thorough reviews of our client’s circumstances, ensuring we’re equipped to provide personalised advice. The in-person aspect of the meeting allows us to address specific goals and issues, while the post-meeting work ensures we deliver comprehensive advice for actionable steps.
  1. Opportunities for reflection and goal setting:
    • Tax planning is all about being proactive. It gives you a chance to reflect at what you’ve accomplished and think ahead to align with future goals, determining where you want to go. By engaging in tax planning, you can anticipate your tax bills, explore strategies, and make informed decisions to optimise your financial outcomes. It’s a time to assess progress, adjust, and ensure that financial strategies are aligned with long-term objectives.

By engaging in proactive tax planning, clients can optimise their tax position, uncover opportunities for growth, and align their financial strategies with their long-term goals. At SEIVA, we’re committed to guiding our clients through this process, empowering them to achieve financial success and security.

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