Tax Planning Questionnaire 2025

Not sure if you need tax planning advice, take our quick questionnaire below to determine if you need assistance.

First Name

Last Name

Email Address

Phone Number

Are you a current tax client of McConachie Stedman?

Yes No

Has your income for the 2024 – 2025 financial year increased and you're wanting to look at tax effective strategies to minimise the tax payable on this income?

Yes No

Have you sold investments such as shares or property for a profit this year and want to look at ways to reduce the tax on this profit?

Yes No

Do you own a business and would like to see how it's travelling from a profitability and tax perspective before the end of financial year?

Yes No

Next Steps:
Clicked Yes for any of the questions above? You're ready to start navigating your tax planning! Submit your answers and our team will be in touch to book an appointment to discuss your tax planning needs.

Clicked all No's? Tax planning may not be required for you at this point in your financial journey. However, if you would still be interested in having a chat to one of our experienced advisors regarding your circumstances or have any follow up questions, please click Submit below and our team will be in touch.