Top 10 Tax-Saving Strategies for SMEs

This tax planning season, make sure you’re across the best tax saving tips for your small business clients!

In this session, we cover:

• What does tax planning do?

• Strategy 1: Genuine redundancy for company directors

• Strategy 2: Ensuring franking credit entitlement

• Strategy 3: Division 7A – Private company loans to associates

• Strategy 4: Division 7A – Deemed dividend limited to the company’s distributable surplus

• Strategy 5: Home office expense deduction

• Strategy 6: Managing income tax affairs deduction

• Strategy 7: Derivation of business income

• Strategy 8: Non-commercial losses & Salary sacrifice

• Strategy 9: CGT & Small Business CGT Concessions

• Strategy 10: Effective trust taxation & Trust distributions

Date recorded: 23 May 2025