How to tackle tax planning before 30 June
with Adam Betts & Daniel Dubois
With the end of the financial year fast approaching, now is a good time to review your tax position. You need to ensure all options are carefully considered and implemented. We will discuss some of the common planning opportunities to be aware of leading into tax season as well as matters that have arisen from the Federal Budget.
Adam joined LDB in September 2014 after working at two large mid-tier accounting and advisory firms for six and a half years.
Adam builds close relationships with his clients, a number of which have been long standing clients of his. His passion to better understand his clients’ goals, in business and life, enables him to provide holistic advice and provide support in other areas, not just in accounting and advisory.
Adam is adept at identifying opportunities to improve his clients’ situations by incorporating other services within the business to boost their financial position and provide peace of mind on other matters, such as insurance.
Adam’s experience in larger firms has equipped him with sound knowledge across many industries – an asset he shares with LDB clients today. He has worked with clients in gaming and hospitality (which includes both cafes, restaurants, and licensed venue), IT, plumbing and electrical trades, manufacturing, property investment, property development, back office support – including cash management and payroll as well as reporting to boards/committees, fitness and tennis coaching, art and design, print and digital media, and health professionals and medical practices.
Adam has extensive experience using accounting software and transitioning clients to cloud-based solutions. As such, he is LDB’s main contact with MYOB, Xero and Reckon.
Adam holds a Bachelor of Commerce and is a member of the Institute of Chartered Accountants of Australia and New Zealand.
Outside of work, Adam enjoys spending time with his wife, newborn baby and their family pet dog, as well as running and going to the footy. Adam is also involved on a committee of a local tennis club, the Viewbank Tennis Club.
Adam can be contacted at LDB on:
Commencing his career in a Big Four Practice audit division, Daniel has over 25 years’ experience as a Chartered Accountant. He has expertise across a wide variety of financial disciplines including accountancy, advisory, tax and audit for SMEs, Not for Profits and ASX listed entities and has extensive experience in relation to internal control processes for companies and Not for Profit organisations.
Prior to his appointment as Principal in the business services division at LDB in Blackburn, Daniel spent more than 14 years as partner and director in mid-tier and small chartered accounting firms in Melbourne.
Playing a key role in solving complex structural issues, Daniel has accumulated complementary skills in financial modelling, corporate governance, due diligence, capital raisings and business valuations. Focusing on client needs, he offers in-depth analysis across business services, advisory, accounting, audit and tax.
Daniel holds a Bachelor of Commerce, with majors in Accountancy and Economics from the University of Melbourne, along with registrations as a Chartered Accountant and Tax Agent.
Daniel can be contacted at LDB on:
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