Tax Planning and Tax Advisory
Stop Paying More Tax Than You Have To.
Effective tax planning is about understanding your obligations under the law and being properly prepared. Our team works with you throughout the year to consider the tax implications of your circumstances and support timely, compliant outcomes.
Our approach goes beyond completing returns to ongoing preparedness.
Tax Planning Services
Year‑end tax planning reviews to help you understand upcoming tax outcomes and prepare ahead
Consideration of income distribution arrangements
Review of superannuation contribution options in line with current rules and contribution caps
Capital gains tax (CGT) considerations, including timing and reporting requirements
Tax implications of investment properties, including negative gearing considerations
Business structure reviews to compare compliance, reporting, and tax implications of sole trader, company, and trust structures
Division 7A compliance support and loan arrangement management
Identification and application of eligible small business concessions in accordance with legislation
Business structure reviews to compare compliance, reporting, and tax implications of sole trader, company, and trust structures
Who This is For
- Individuals with higher incomes who want greater clarity and forward planning around their tax position
- Business owners seeking to understand profit extraction options and associated tax obligations
- Investors with shares, property, or cryptocurrency holdings who want to understand the tax implications of their investments
- People approaching retirement who want to plan ahead for the tax treatment of superannuation and other assets
- Anyone who experienced an unexpectedly large tax outcome in a prior year and wants to be better prepared going forward
Our Process
Step 1 — Tax Position Review
We review your current circumstances, structures, and prior outcomes to identify key considerations.
Step 2 — Planning Discussion
We explain relevant options and considerations under current tax law and outline the likely impacts.
Step 3 — Implementation Support
We assist with implementing agreed actions and updating records where required.
Step 4 — Ongoing Review
We check in periodically to reassess as your circumstances, legislation, or business activities change.
By the Numbers
Your Proof of Partnership
PARTNERS
Our Partners
Together, We Create Better Business Outcomes
Start Your Journey
Get in touch with our accounting experts today to learn how our bespoke solutions can add value to your business
Book a tax planning session with our Ballarat advisors -
Call (03) 5334 1396.
Get in Touch!
FAQs
Frequently Asked Questions
If you need additional assistance, our team is always ready to provide the support you need.
Where is Oakridge Accounting located?
We are based at 36 Production Drive, Alfredton VIC 3350, in Ballarat. We serve clients across Ballarat, regional Victoria, and can also assist clients remotely via our cloud accounting platforms.
What are your business hours?
Our office is open Monday to Friday, 9:00am–5:00pm. Appointments outside these hours are available on request.
How do I book an initial consultation?
You can call us on (03) 5334 1396, email admin@oakridgeaccounting.com.au, or use the contact form on our website. Initial consultations are free of charge and carry no obligation.
When is the tax return deadline for individuals?
The standard individual tax return deadline is 31 October each year. However, if you lodge through a registered tax agent like Oakridge, you may be eligible for an extended deadline — often as late as May of the following year.
What documents do I need for my tax return?
Commonly required records include bank interest statements, rental income and expense records (where applicable), details of any asset disposals, and substantiation for work‑related deductions claimed against your employment income.
In line with ATO requirements, work‑related deductions must be directly related to earning your income, not reimbursed, supported by appropriate records, and retained for at least five years.