Strategem Financial Services

Effective tax planning is key for businesses to ensure they meet their compliance needs while minimising their tax. Now is the time to start reviewing your financial position and implementing strategies that could see you in the best position come tax time. You may need to review your asset registers and identify any assets to be written off before year end or review your accounts receivable and highlight any bad debts. These are just a few of the many recommendations the Strategem team can help you complete before year end. If you’d like to have a conversation with an Accountant, please contact our team and book a conversation today. Book now - https://lnkd.in/gqpR72GV

We’d like to give a huge Strategem shout out to our very own Hannah, Selina and Josh who all recently sat CPA exams. We are really proud to support the ongoing development of our staff through on the job training, mentoring and by providing additional leave for exam preparation. Congratulations Hannah, Josh and Selina, keep up the great work!

After seeing an increase in clients seeking advice around retirement planning, Strategem Investment Services Manager, Kris Tatt is extending an invitation to join him for a live, free online workshop. Within this workshop, he will take you through three key strategies that will support you to feel better prepared for retirement. We invite you to register and join us on Tuesday 14 May, 8pm, from the comfort of your own home. Register now - https://lnkd.in/gxXXyrqH

The Australian Taxation Office (ATO) have announced the three key areas of focus for the upcoming tax season. 1. Incorrectly claiming work-related expenses 2. Inflating claims for rental properties 3. Failing to include all income when lodging The above mentioned are the most common mistakes made by taxpayers and the ATO are urging everyone to take their time when completing their return to get it right the first time. https://lnkd.in/gurdC75h #ato #taxreturn #tax #accounting #bendigoaccountant #melbourneaccountant #taxation

Keeping our staff healthy this winter. Providing our staff with the opportunity to have their annual flu vaccination through work is an important step in supporting the health and wellness of our people. Thank you to Bendigo Community Health Services nurses, Heather and Kate for visiting onsite to complete our staff vaccinations.

We’re excited to be attending the upcoming careers expo at Catherine McAuley College Bendigo. We love attending this event each year, meeting the future finance and accounting students along with their parents and sharing our insights into what a career as an accountant or financial planner can look like. If you’re a CMC student interested in studying Business, Financial Planning or Accounting, make sure to stop by and say hello.

Following an increase in interest for retirement planning advice, we invite you to join us for a live online workshop, The Retire with Certainty Workshop. Within this free workshop we will introduce you to the three key strategies that will help you retire sooner without running out of money. We hope you can join us. Register now - https://lnkd.in/gxXXyrqH Kristopher Tatt Brett Marchant Daniel Nalder Michael C. Mick Zealley Adam Middlemis

Did you know strategic tax planning isn't just about saving money? It's a powerful tool for business growth and sustainability. At both our Bendigo and Melbourne offices, our Accountants work as a team to help you implement effective tax planning strategies. These include estimating any tax you may be liable for at year end, including possible capital gains tax arising from investments you may have sold during the year or simply introducing strategic options to deal with allocation of income for the year and identifying the recipient of that income. Book now - https://lnkd.in/gqpR72GV

“As a Financial Planner and Family Man, I understand the importance of managing your personal budget to support you throughout your evolving life and needs.” This is why our very own Kris Tatt decided to create a personal budget spreadsheet for our clients to use to empower them with financial confidence. The best part? It's available for free as a downloadable Google Sheet or Microsoft Spreadsheet for your personal use. No opt-in required. 👉 https://lnkd.in/gR9_bq6Z

We had a great day yesterday at the annual OTIS Golf Day! Always a great event supporting The Otis Foundation!