Tax Planning 2024

Our tax planning workbook for 2024 will project annual profit from a year to date figure to the end of the financial year and estimate tax payable by your client and all associated entities and individuals before and after tax planning measures.  For discretionary trusts, the marginal tax rate (MTR) of each beneficiary and income available at that rate will be calculated to enable tax effective distributions to the lowest MTR beneficiaries.

For more information, read on and watch our video below to be taken on a brief tour of our website.


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  • Unlimited use within your practice
  • All updates to file after purchase
  • Update YTD profit
  • Project YTD profit to the EOFY
  • Make tax reconciliation adjustments
  • Explore tax planning opportunities
  • Calculate tax payable for all associates
  • Contributions & Div 293 tax calculated
  • View MTRs of beneficiaries
  • See income available at that rate.
  • Calculate tax saved or deferred

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Tax Planning 2024
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