Event: SMSF 2025 Year-End Tax Planning Session

  • Book Your Free Consultation Today!

    • As we approach 30 June, we are offering a FREE 30-minute Zoom consultation with one of our SMSF specialists to help ensure your funds are on the right track.

      Available Dates & Times:

      • 16 June 2025 – 9am, 10am, 11am, 12 noon, 2pm, 3pm, 4pm
      • 17 June 2025 – 9am, 10am, 11am, 12 noon, 2pm, 3pm, 4pm
      • 18 June 2025 – 9am, 10am, 11am, 12 noon, 2pm, 3pm, 4pm

      What we’ll cover:

      • Year-end SMSF preparation
      • Contribution planning before 30 June
      • Questions you have about managing your SMSF

      Each attendee will also receive a complimentary 2025 Year-End Tax Planning Guide, focused on superannuation and SMSF.

      The sessions are suitable for individuals who are considering setting up an SMSF, those who already have an SMSF and want to maximise year-end opportunities, and anyone seeking clarity on contribution strategies, rule changes, or reporting requirements.

      Spots are limited and available on a first come, first served basis.

      This is a great opportunity to receive tailored advice that can help you minimise tax, ensure compliance, and strengthen your financial position going into the new financial year.

    About the presenter:

    Mandy Wong

    Mandy Wong

    Associate

    mandy@zimsenpartners.com.au
     Master of Professional Accounting
    LinkedIn
     CA, SSA, Registered Tax Agent

    Mandy Wong is an Associate at Zimsen Partners, a Chartered Accountant, and a Specialist Member of the SMSF Association. She specialises in SMSF compliance, superannuation strategies, and proactive year-end tax planning. Mandy is dedicated to simplifying complex superannuation matters and delivering practical, forward-looking strategies tailored to her clients’ retirement and investment goals.

    Frequently Asked Questions

    Why should I hire a business tax accountant instead of doing it myself?

    Managing your business tax on your own increases the risk of errors, missed deductions, and non-compliance with the ATO. A professional business tax accountant ensures your financials are accurate, maximises tax savings, and gives you peace of mind so you can focus on running your business.
    Event: SMSF 2025 Year-End Tax Planning Session

    I’m just starting a business. Do I need a tax accountant already?

    Yes, the earlier you involve a business tax accountant, the better. We help you choose the right business structure, register for relevant taxes (like GST and PAYG), and implement financial systems that set your business up for long-term success.
    Event: SMSF 2025 Year-End Tax Planning Session

    Can you help with ATO audits or disputes?

    Yes. Our business accountants have extensive experience handling ATO correspondence, audit support, and resolving tax disputes. If you’ve received a review or audit notice, we’ll guide you through the process and protect your business interests.
    Event: SMSF 2025 Year-End Tax Planning Session

    Do you help with payroll tax and employee-related compliance?

    Yes. We assist with payroll setup, superannuation, PAYG withholding, STP (Single Touch Payroll), and payroll tax compliance. Whether you have one employee or 100, we’ll help you stay compliant and efficient.
    Event: SMSF 2025 Year-End Tax Planning Session

    I have a company, trust, and a sole trader ABN. Can you manage all three?

    Yes, our Melbourne-based business accountants specialise in complex structures, including trusts, partnerships, sole traders, and companies. We’ll handle each entity’s reporting while optimising your overall tax position.
    Event: SMSF 2025 Year-End Tax Planning Session

    What should I look for in a business accountant?

    Look for experience, industry expertise, proactive tax advice, and a strong understanding of Australian tax law. At Zimsen Partners, we offer all that and more, with a team of Melbourne business tax accountants dedicated to helping you grow.
    Event: SMSF 2025 Year-End Tax Planning Session
    Event: SMSF 2025 Year-End Tax Planning Session
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