Specialist
Taxation Advice and Planning

Maximise your tax benefits and minimise your liabilities with personalised taxation advice and strategic planning.

The tax landscape is complex and constantly evolving, but with Strategem’s specialist taxation advice, you can navigate these changes with ease. Our tax planning services are designed to help businesses and individuals maximise their tax efficiency while staying compliant with all relevant tax laws. By providing customised strategies, we help you minimise your tax liabilities and unlock opportunities for tax savings, ensuring your business remains financially healthy.

Strategem Financial Services | Business Accountants | Melbourne & Bendigo| Accounting, Tax & Compliance
Strategem Financial Services | Business Accountants | Melbourne & Bendigo| Accounting, Tax & Compliance

What’s involved:

Customised Tax Strategies for Businesses and Individuals

We develop tailored tax strategies that align with your financial goals, ensuring that you make the most of available deductions and credits.

Tax Minimisation Techniques

Our tax experts employ advanced tax minimisation techniques to reduce your tax burden, helping you retain more of your earnings.

Income Tax, Capital Gains Tax, and GST Planning

We provide in-depth tax planning for income tax, capital gains tax, and GST, ensuring that you are optimising your tax position across all relevant areas.

Tax-Effective Structuring of Investments

We assist in structuring your investments to be as tax-effective as possible, ensuring that you maximise returns while minimising tax liabilities.

Ongoing Tax Compliance and ATO Liaison

We handle all aspects of tax compliance, liaising with the ATO on your behalf to ensure that your business meets its obligations and avoids penalties.

Are you ready to secure your financial future with expert tax planning?

Contact Strategem today to discuss how our specialist tax advice and planning services can help you maximise your tax benefits and minimise liabilities.

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 Financial Services | Bendigo & Melbourne | Resources

DOWNLOAD YOUR eBOOK

Business Growth Solutions -
The Fundamental Five Building Business Success

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

Strategem Financial Services | Bendigo & Melbourne | Resources

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 | Resources
Strategem Financial Services | Bendigo & Melbourne | Resources

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.