Save Time By Hiring Tax Experts

We consider annual compliance to be nothing more than “red tape” and a “checkbox” item which needs to be completed at the end of each year. With our expert assistance, we’ll help you to optimise your tax position and ensure you save money, leaving you free to focus on the areas you want to focus on.

“Checking the Box”

Preparing and lodging tax returns each year is a time-consuming (not to mention boring!) task. That being said, it’s important to stay compliant. Partner with us at Venta Belgarum Associates and we’ll take the worry and confusion away.

Our team of experts can help you with these “Checkbox” activities:

  • annual income tax returns for individuals and businesses;
  • indirect tax lodgement such as BAS, GST, and FBT; and
  • tax optimisation strategies.

Tax Optimisation Strategy Service

Nobody likes paying more tax than they have to. By partaking in our Tax Optimisation Strategy Service (yes, we know it shortens to ‘TOSS’, but we all need a laugh sometimes!) our experts can help you to effectively structure your tax obligations to ensure you only pay exactly what you need to and plan for the future.

Just think what you could do with the money you save!

  • top-up your super;
  • reduce your mortgage;
  • take a holiday;
  • pay for your children’s education;
  • buy a new car; or maybe even a
  • deposit for an investment.

How does it work? With this simple 4 step process:

1. Provide us with your key information for the year, such as:

  • salary/employment income;
  • interest, dividends and estimated rental profits;
  • any business profits/losses; and
  • any capital gains or losses you expect to make.

From here we’re able to work out your estimated tax liability before we employ any of our optimisation strategies.

2. Next, we discuss with you our strategies to optimise your tax position. Some strategies may relate to you personally and others for your business, we look at everything.

3. Then we provide you with a plain-English report which outlines clearly and concisely your pre and post optimisation position demonstrating exactly how much tax we have been able to help you save.

4. Finally, we give you a step-by-step action plan to help you enact your optimisation strategies before June 30.

Contact us today

Any questions?

Fill in our contact form and one of our team members will be in touch with you shortly.