Dolman Bateman 2024 Tax Planning Series

Dolman Bateman, one of Australia’s leading and most experienced forensic accounting firms, is excited to announce the launch of the 2024 Tax Planning Series.

This series is designed to guide individuals and businesses through the complexities of tax planning in Australia. 

This comprehensive series will be your essential companion, revealing critical strategies, deadlines, and tax-saving opportunities to optimise your tax situation.

What to Expect in the Series

Starting with foundational knowledge, the series will progress through advanced topics tailored to diverse needs—from individual taxpayers to small business owners. 

Each part of the series is meticulously crafted to provide actionable insights, ensuring you're well-equipped to navigate the tax landscape effectively.

Series Breakdown

Part 1: Understanding the Basics of Tax Planning

Learn the fundamental principles of tax planning, including key dates and deadlines essential for all Australian taxpayers. Discover why proactive tax planning is critical and explore basic strategies to enhance your tax returns.

Part 2: 4 Ways to Maximise Tax Savings

Dive into a range of deductions and tax credits available to both individuals and businesses. Highlighting lesser-known deductions, this segment aims to unveil opportunities to significantly reduce your tax liabilities.

Part 3: Tax Planning for Small Business Owners

Specifically designed for entrepreneurs, this part covers essential topics such as asset write-offs, structuring for tax efficiency, and the strategic use of trusts or company setups to minimise tax obligations.

Part 4: Tax Implications of Working from Home

With the rise of remote work, this segment focuses on the deductions available for home office expenses and provides guidance on how to claim them correctly to maximise your tax benefits.

Part 5: Navigating Capital Gains Tax

An in-depth look at capital gains tax (CGT), including the events that trigger CGT, how to calculate it, and strategies to mitigate its impact on your finances.

Part 6: What is Superannuation in Australia?

Explore how superannuation can be utilised to enhance your tax position, discussing contribution strategies and the tax advantages of investing in superannuation funds.

We Want to Hear From You

The Dolman Bateman 2024 Tax Planning Series is designed to be interactive and responsive to your needs. We invite you to tell us what topics you are most interested in or any specific questions you have. Your input will help us tailor our content to be as beneficial as possible.

Have Questions?

For any inquiries or further clarification, don't hesitate to reach out. Contact Dolman Bateman at  02 9411 5422 where our team of experts is ready to assist you with personalised advice and support.

Stay tuned as we embark on this educational journey through the 2024 Tax Planning Series. 

Whether you're looking to understand the basics or delve into complex tax planning strategies, 

Dolman Bateman is here to guide you every step of the way. Equip yourself with the knowledge to make informed decisions and take control of your tax future.