Tax planning that starts before the financial year ends.
Proactive, timed advice that aligns with seeding, harvest, year-end and major business decisions, so you're never reacting at lodgement.
Most tax advice arrives too late. By the time you're reviewing a return, the decisions that shaped your tax position are already locked in. Byfields plans tax forward, not backwards.
What proactive tax planning looks like at Byfields.
PRE-SEEDING / PRE-EOFY TAX MEETINGS
We sit down before the year closes, with current numbers and likely outcomes, and plan the moves you can still make.
CAPITAL EXPENDITURE TIMING
Machinery purchases, vehicle replacements, building works — when (and how) you buy matters as much as what you buy.
INCOME DEFERRAL AND RESERVES
Invoice timing, FMDs, primary-producer averaging, and timing strategies that smooth the volatility.
TRUST DISTRIBUTIONS AND STRUCTURES
Advice on distributions, beneficiaries, and the Section 100A landscape as the rules evolve.
CONCESSIONS AND OFFSETS
Small business CGT concessions, R&D, energy and asset write-offs you may not know you're entitled to.
Industry-specific tax planning
Tax planning isn't generic. We tailor it to your sector and the levers that move your bill the most.
AGRIBUSINESS
FMDs, livestock trading stock options, primary-producer averaging, capital improvements and water infrastructure.
SMEs & PROFESSIONAL SERVICES
Trust streaming, Division 7A, structuring for owner-operators, and small business CGT planning.
FAMILY BUSINESSES
Intergenerational tax planning that aligns with succession and estate planning so the moves work together, not against each other.
WHY TIMING MATTERS MORE THAN TACTICS
Most savings on a tax bill come from one decision made on time, not five made too late. Our role is to keep you ahead of the calendar, not stuck reacting to it.
By the time you're reviewing a return, the decisions are already locked in.
Working with us
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An annual tax planning meeting
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Plain-English explanations —
no jargon, no surprise bills
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Quarterly check-ins for clients with major capital decisions or growth plans
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A director on every engagement
DISCLAIMER
This provides general information only, current at the time of production. Any advice in it has been prepared without taking into account your personal circumstances. You should seek professional advice before acting on any material. Liability limited by a scheme approved under Professional Standards Legislation.