HOW WE CAN HELP YOU

Accounting, Taxation & Compliance

Does the mere mention of phrases like Working Capital, Return on Equity, Capital Gains Tax or Fringe Benefits Tax send you running for the hills?

At Strategem, we take the complexity out and put the personal in.

Our focus is on you and the needs of your business.

We understand our clients want to focus on their business, whether that be by simply managing everyday financial needs or dreaming big and planning for future growth.

You tell us what you need and we’ll do the rest.

We will manage your compliance obligations, allowing you to focus on what you know best, managing and growing your business.

Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance

OUR SERVICES

Creation of budgets, business models and cash flow forecasts.

Preparation of detailed Financial Statements.

Business management reporting for Key Performance Outcomes.

Preparation and lodgement of Income Tax Returns, Business Activity Statements and other statutory reporting for all entity types (including Payroll Tax, Workcover and Superannuation).

Structuring for business and wealth investment strategies.

Provision of specialist taxation advice.

Corporate Secretarial Services.

Cloud accounting software packages (we are certified MYOB, Xero, QuickBooks and Reckon consultants).

Co-ordinate and provide advice on tax planning, superannuation and retirement planning.

Our dedicated team of accountants and advisors, have you covered.

We can walk you through the budgeting process, map out your cash flow and cast your eyes towards your retirement nest egg – and everything in between!

DOWNLOAD YOUR GUIDE

Tax Planning Guide

Navigate the complexities of tax planning with ease, ensuring you are well-prepared not only for the upcoming tax season but for the long-term financial landscape.

What you’ll recieve? A copy of our Tax Planning Guide eBook straight to your downloads folder.

Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance
Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance

Learn more about our Accounting Services…

HEAR IT FROM OUR CLIENTS

  • The most helpful and knowledgeable team that always has time for us and makes us feel special.

    - Ivan

  • Thank you for all your patient advice over our years together. You are the one of the main reasons we are currently enjoying a worry-free retirement.

    - Gabrielle

  • All staff we deal with are very professional and also very approachable. We get prompt action with any queries we may have.

    - Dianne

  • I cannot fault the service from Trevor and his team.

    - James

  • Excellent, efficient and friendly service that fully meets our needs. We value Strategem very highly. Thank you.

    - John

  • Premium service from a friendly and supportive team. Strategem makes tax time simple!

    - Andrew

  • Excellent support from Brett with our superannuation and financial planning with a zoom meeting, email correspondence and then a follow up phone call. Our tax return process with Ashley and team has been outstanding. So very impressed with the support at this time.

    - Barbara, Bendigo client

“Strategem are a fantastic group of professionals to work with. Our accountant Ash has been exceptional in delivering fantastic advice all while keeping it easy to understand.

  • We often look forward to our meetings at Strategem mainly because it's a very friendly atmosphere and the team genuinely cares about our business's growth. If you are looking for a financial team that will go above and beyond for you, look no further than Strategem.”

- Brandon De Wys,
Business & Accounting Client

2024 Income Tax Return Preparation Cheklist

Information to assist in preparation of your personal tax return

Resources

It’s time to start preparing for your 2023/2024 tax return. While the ATO have access to prefill most of your required information, it is important to have records and receipts of any claims you wish to make (ie working from home, donations or work-related expenses).

Verifying your identification

When you come in for your appointment, we are required to verify your identification. For more information please read this document.

Work From Home Diary

Get our Work From Home Diary for claiming home office running costs. Download and save to your desktop for easy access throughout the year.

Book your appointment now

Our team of highly experienced and skilled accountants are here to help you lodge your individual and business taxation returns.

Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance

DOWNLOAD YOUR SPREADSHEET

Personal Budget
Spreadsheet

Begin by budgeting your personal income and expenses to live a more enriched life.

Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance

We get that just because we love numbers doesn’t mean you have to.

Our specialised advice will support the health of your family and your business. So let us take the stress away and navigate the complex world of accounting, taxation and compliance for you. Fill out our enquiry form below.

Strategem Financial Services | Bendigo & Melbourne | Accounting, Tax and Compliance