Tax Planning

Tax Planning

Brisbane / Services / Tax Planning

Tax Planning

Structure your assets and maximise wealth with tax planning! Get in touch with our expert advisors today.

Tax planning offers another aspect of financial planning that creates wealth for your long-term security. 

By following the correct tax advice from us, you can better manage how much you pay in tax and in turn help you create long-term wealth. 

We provide the plan and strategies to only pay the correct amount of tax you need to, while maximising eligible deductibles and other benefits. Our professional team will ensure you reach peak tax effectiveness to increase your wealth creation.

Tax can wipe out an entire investment return if you do not manage your finances appropriately and follow a well run plan. Tax planning can help you to make sure you are taking the right steps to your future.

What We Can Help You With

Tax planning and structuring encompass a wide range of strategies and concepts. Our team has the expertise to assist you with advising you on and implementing these concepts. We will work with you to help you get the most out of our services with strategies such as:

  • Maximising cash flow: Projecting when taxes are due can help you maximise cash flow by keeping you prepared to pay tax at the right time.
  • Understanding unfamiliar ideas and tax forms: We can explain any concepts and go over tax forms you don’t understand.
  • Claiming eligible benefits and deductibles: We can help identify deductibles and benefits you qualify for to reduce your tax.
  • Taking advantage of superannuation: Investing in superannuation can help to reduce your taxable income and help to build your retirement income.
  • Reviewing previous tax returns: We will work with you to make sure that you are minimising your tax liability and use the savings to grow your wealth. 
  • Analysing growth opportunities: We analyse what you can do with your newfound personal assets to scale your finances.     
tax planning

Tax Planning for Businesses

Business tax can prove frustrating and challenging to navigate. Taxes can pose a mystery for new business owners. Investing in your business without adequate tax structuring can negate any positive income gains.

Our many years of experience give us the knowledge to keep your business from paying more taxes than necessary. If you are a business owner, we can advise you on capital gains tax, income tax, setting up trusts and correctly structuring assets.

Managing taxes effectively for your business is vital to its success. Without a tax plan that leaves assets for emergencies or other investments to fall back on, your business is not reaching its full earnings potential.

Our array of professional services will bring you success, educate, and inform you on current investment strategies through tax structuring and planning. Our services extend to both businesses and individuals alike. We care about every aspect of your finances and how to help you achieve financial security with tax planning you can trust.

Blue Tree Financial Planning is proud to offer highly recommended tax planning services in Brisbane. Book a call with a financial planner here.

“We understand that everyone is unique. That’s why we take the time to understand your financial goals and it all starts with a conversation…​”


Very professional service. Matthew has been (and is) an excellent, supportive and quality financial planner. He is responsive and provides tailored advice to suit my circumstances. I would highly recommend Blue Tree Financial Planning.


Matt Scherhag has been our Financial Planner for quite a few years now and we have always found Matt to be extremely knowledgeable and professional but more importantly someone who really listens to us and is interested in our specific needs. Matt is extremely easy to talk to and always takes the time to go over every detail with us. I have no hesitation in highly recommending Matt.


Matt has always been ready to answer any questions my husband and I have had, and very patiently explains what he's suggesting for us. He is very approachable and never makes us feel foolish when we ask for more information. I strongly advise you to talk to Matt and his capable team to guide your future.


Matthew is a knowledgeable planner who is always looking out for ways for clients to reach their financial goals sooner. He takes the time to find out what is important to the client and then works on a strategy to put this in place as quickly as possible. We would highly recommend Matthew, Sherilee and the whole team to anyone who is looking at getting their finances in order.


I appreciated the very personal approach and the depth of detail that Blue Tree Financial went to, when I started with them last year. I now have a healthy superannuation fund that suits my exact requirements. Even better, the cost of the information I received was more than covered by the savings I made from putting the advice into action.


anyone interested in investment or superannuation plans, I highly recommend BLUE TREE FINANCIAL PLANNING. Matt is very professional and sincere with all the advice that he gives