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Tax planning and structuring in Castle Hill.

Forward-looking tax planning and the right business structure, so you are set up properly and never pay more tax than you have to, legally.

In short

R Dhillon & Co are Chartered Accountants in Castle Hill who help business owners across the Hills District structure properly and plan their tax ahead of time. We set up the right company or trust structure, plan through the year rather than just at lodgement, and make sure you keep more of what you earn, within the rules.

What's included

Plan ahead, keep more.

01

Business structuring

The right entity and ownership setup, company, trust or partnership, so you are protected and tax-efficient as you grow.

02

Proactive tax planning

Planning through the year, not just at lodgement, so you can act before 30 June and never get caught out.

03

Trust & distribution planning

If you use a trust, we plan distributions properly so income flows to the right place and the tax is managed.

04

Division 7A & loans

Loans between you and your company managed correctly, so a simple drawing does not turn into an unexpected tax bill.

05

Capital gains planning

Planning around the sale of a business, property or investment, so the timing and structure keep the tax as low as the law allows.

06

Fringe benefits tax (FBT)

Cars, entertainment and other staff benefits handled the right way, so you meet your FBT obligations without paying more than you need to.

How it works

Four steps, no fuss.

  1. A free first chat

    We learn about your business, your goals and your current setup, with no obligation.

  2. We map where you stand

    We look at your structure, numbers and tax position to find the gaps and the opportunities.

  3. We build the plan

    A clear, prioritised set of moves, with the tax impact of each one spelled out.

  4. We review and adjust

    We check in through the year and keep the plan moving as things change.

Fees

Priced to the work.

A one-off planning session or structure set-up is priced and agreed up front. Ongoing planning is usually folded into a year-round service for business clients.

Tax planning session A review and a written plan
Agreed up front
Business structure set-up Company or trust, established correctly
On quote

We agree an estimate up front, once we know the scope.

FAQs

Questions we get asked.

It depends on how much you earn, your risk, and your plans. A company or trust can protect you and save tax once you reach a certain level, but it costs more to run. We work out the point where changing makes sense for you, rather than pushing one answer.

Through the right structure, claiming everything you are entitled to, timing income and expenses sensibly, and using the concessions that apply to you. It is all legitimate, and it works best when we plan ahead rather than after the year has closed.

It is the rule that treats money you take out of your own company the wrong way as a taxable dividend. It catches a lot of business owners by surprise. We structure your drawings and loans so it does not bite.

If your business provides cars, entertainment or other perks to you or your team, FBT can apply, and it catches people out. We work out where you stand, keep the records right, and structure benefits so you meet the rules without paying more FBT than you have to.

Before 30 June, ideally a few months out, while there is still time to act. Planning in May gives you options. Planning in August, after the year has ended, mostly just confirms the result.

Sometimes. A trust can help with asset protection and distributing income, but it is not right for everyone and it adds cost and admin. We only recommend one when it genuinely earns its place for you.

Yes. If your current structure no longer fits, we plan and manage the move carefully, so you get the benefits without triggering unnecessary tax along the way.

The other half

Planning looks forward. Compliance keeps the basics solid.

Explore compliance

Ready when you are

Let's get your numbers in order, and your time back.

Book a free 15-minute chat and we'll tell you where you stand, and what to do next.

Fees estimated up front · No obligation · Straight answers