Dolman Bateman 2024 Tax Planning Series

Dolman Bateman Launches 2024 Tax Planning Series: Your Roadmap to Smarter Tax Decisions

Dolman Bateman, one of Australia’s most experienced forensic accounting firms, proudly announces the launch of its 2024 Tax Planning Series, a must-follow educational initiative for individuals, professionals, and business owners navigating the Australian tax system.

This series will be your practical companion throughout the financial year, equipping you with expert strategies, key deadlines, and tax-saving opportunities that can make a real difference to your bottom line.

What You Can Expect

Whether you're a salary earner looking to maximise your return or a small business owner aiming to optimise your structure, this series breaks down complex tax topics into digestible, actionable advice.

Each instalment delivers clear guidance and expert insights from the team at Dolman Bateman, making tax planning less daunting and more effective.

Series Overview

Part 1: Understanding the Basics of Tax Planning

Start with the foundations—what tax planning is, why it matters, and the key dates every taxpayer should know. Learn how even simple strategies can yield significant savings.

Part 2: 4 Ways to Maximise Tax Savings

Discover common (and often overlooked) deductions and credits available to individuals and businesses. This segment aims to put more money back in your pocket by identifying hidden opportunities.

Part 3: Tax Planning for Small Business Owners

Tailored specifically for SMEs and sole traders, this part explores asset write-offs, income splitting, business structures, and how to use trusts effectively to legally minimise tax.

Part 4: Tax Implications of Working from Home

With hybrid and remote work becoming the norm, this segment breaks down how to claim home office expenses accurately—ensuring you don’t leave deductions on the table.

Part 5: Navigating Capital Gains Tax (CGT)

A deep dive into capital gains tax—how it works, when it applies, and what strategies you can use to soften the blow when selling assets like shares or property.

Part 6: What is Superannuation in Australia?

Get smart with your super. Understand concessional and non-concessional contributions, and how superannuation can become a powerful vehicle for retirement planning and tax minimisation.

Have a Question or Want to Contribute?

We want this series to be valuable and relevant to you. If you have any specific topics, burning tax questions, or unique scenarios you’d like covered, let us know.

Your feedback helps us tailor the content to address real-world tax challenges Australians face every day.

Get in Touch

For personalised tax advice or assistance implementing any of the strategies discussed in the series, contact Dolman Bateman directly on 02 9411 5422. Our team of specialists is here to support your financial goals with experience, integrity, and clarity.

Stay Informed—Stay Ahead

With tax law constantly evolving, staying informed is key. Follow along with the 2024 Tax Planning Series and gain the confidence to take control of your tax outcomes.

At Dolman Bateman, we believe knowledge is your greatest asset. Let’s make tax time work for you.

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Disclaimer:

The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.