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Get Expert Business Advisory Services From Vitas Advisory
Long-term growth planning; Practical advice on expansion strategies and feasibility studies; Competitive analysis; New market/offering identification; Succession planning
Budgeting and cash flow optimisation; Accounting and financial reporting; Tax planning; Business performance and profitability analysis
Streamlining systems and processes; Improving productivity and reducing costs; Technology integration guidance; Automation consulting; Facilities and Capacity Optimisation
If you're looking for expert business advice, guidance and insights to help your venture reach the next level, the time to get started is now. At Vitas, we're committed to helping our clients succeed through customised business advisory services, tax planning and more
Our extensive strategic planning process includes detailed assessments of your current operations, resources, market landscape, and goals.
We use advanced modelling techniques to evaluate strategic alternatives and provide data-driven recommendations on the optimal paths forward and how you can best solve business problems.
With your input, we craft comprehensive strategic plans spanning all business areas over short and long-term horizons, with associated KPIs to track progress.
You get a clear growth blueprint and ongoing support to adjust as needed.
Our financial advisory services deliver customised budgeting frameworks, projections, and planning tied directly to strategic goals, ensuring department alignment.
We work collaboratively to set budgets across business units and model best and worst-case scenarios.
Once budgets are finalised, we offer continuous tracking, including identifying variances, getting ahead of potential issues through scenario planning, and providing course corrections to improve financial results.
Advanced reporting provides real-time visibility into KPIs enterprise-wide.
We also benchmark against industry standards to quantify improvement opportunities.
Our financial advisory services provide strategic guidance across all aspects of your company's financial operations, from budgeting to reporting to long-term planning.
We help optimise cash flow, profitability, and growth through services like cash flow forecasting, investment analysis, financial modelling for expansion or acquisitions, tax strategy, implementing financial controls, and more.
We also handle advanced reporting and analytics and provide real-time insights into performance.
Our advisors stay up-to-date on the latest Australian accounting standards, tax codes, and financial compliance regulations relevant to businesses in your industry.
We conduct comprehensive assessments to identify gaps or inaccuracies in your accounting or tax practices that could lead to issues with the ATO or ASIC.
We also advise on tax minimisation strategies aligned with Australian laws.
Ongoing support ensures continued compliance as Australian regulations change.
Our goal is to ensure your financial and tax operations meet all local standards and requirements for the utmost accuracy and compliance now and in the future.
We help you manage the tax on all types of investments
We can help you get the most from your portfolio and achieve the best possible tax outcomes on all your investments, including stocks and shares.
Our team can advise you on your taxation obligations when you buy, sell and trade cryptocurrencies, including Bitcoin, Litecoin, Ripple, Ethereum and more.
If you have a share portfolio, managed fund or overseas investments, Vitas will ensure you report correctly and receive any tax concessions you are entitled to.
When you buy or sell shares on the stock market, or trade in cryptocurrencies, you are liable to pay tax on any profits you derive from this activity.
However, the amount on which you are taxed, the rate of tax, and the ultimate sum owing to the ATO, if any, can depend on a variety of different factors.
At Vitas Advisory, we have specialists on our team with wide-ranging experience in the field of capital gains tax accounting, particularly as it pertains to stock market investments and the trading of cryptocurrencies such as Bitcoin, Litecoin, Ripple, and Ethereum.
We can advise on how to ensure you are reporting correctly, how to plan for the best tax outcomes, and how to assess the potential impact of any capital gains on your upcoming tax return.
When you sell shares, you will either have a capital profit or a capital loss.
If you sell shares for less than you paid for them, including brokerage costs, you can claim a capital loss, which can be used to offset any capital gains, but not other income, such as your salary.
You may be liable for tax when you sell or trade a cryptocurrency if that transaction is what the ATO calls a taxable event.
This can include when you trade crypto for fiat currency, trade one crypto for another, use crypto to purchase goods or services, or mine cryptocurrency as a means of earning income.
If you hold shares or crypto for at least 12 months and then go on to sell them at a profit, you are entitled to a 50% discount on any capital gains tax that is payable.
You should also include any capital losses before you apply the discount.
Business consultancy and advisory services for enterprises
Our specialist advisers can work with you at every stage of developing a new business, from the initial planning stage through to launch and implementation.
We provide independent business advisory services designed to support your team in developing growth strategies, feasibility studies, succession plans, acquisitions and more.
Vitas specialist business consultants assess your business’ current performance, and work with you to explore and develop strategies for consolidation, growth and expansion.
Vitas business consultants offer a wide range of services to enterprises of all sizes, from start-ups through to established organisations looking to expand and grow.
We provide informed, independent support and advice designed to help your business maximise current performance, capitalise on new opportunities, and develop effective strategies for marketing and sales.
Establishing KPIs for all parts of the business
Developing short and long-term business plans
Project costing
Training and support for management and staff
Marketing plans and setting targets
Feasibility studies for potential new markets
We can also advise on the development of financial and reporting systems that enable your operations to be more efficient and cost effective.
Our specialist advisers will also work with you to identify, assess and prioritise risks, and develop strategies that will help you to minimise and control the impact of risk factors on your operations.
Vitas has a long and proud track record of working with businesses of all sizes in a wide variety of industries and sectors.
Our consultants have extensive experience in all aspects of business advisory, and so regardless of whether you’re a sole trader, an expanding SME, or a large corporation looking to diversify into new markets, we can provide the highest levels of independent support, advice, and guidance to help you reach your goals.
Our business consultants can help you to develop a range of strategies geared specifically towards ensuring your business meets its growth and development goals.
For instance, Vitas advisers can assist you to refine your decision-making processes, identify new markets and opportunities for diversification, or implement an effective business plan that will enable you to operate with greater confidence.
Being able to identify, assess, and prioritise the risks your business faces, and having suitable strategies in place to mitigate them, is central to the survival and growth of any enterprise.
Our specialist team will work in partnership with you to examine your business’s systems, processes, and plans, and then tailor risk management strategies that meet your specific needs, based on factors like the size of your organisation, the sectors and locations in which you operate, and your structural organisation and resilience.
Make the most of your retirement savings
Our independent auditors will perform a fast and thorough audit of your SMSF.
We will monitor your SMSF contributions to make sure they stay within relevant caps.
We will create a comprehensive SMSF report that complies with legislative requirements.
If you’re looking to start a self-managed superannuation fund, we have the expertise and experience to help.
We offer the full range of services required for running your SMSF, including set-up, monitoring contributions and transfers, financial reporting requirements and obligations, deed upgrades, compliance and administration, as well as accessing funds or wind-ups.
Our team is made up of qualified professionals who are committed to providing our clients with quality advice on their SMSF needs.
Once you reach the age of 60, you no longer have to pay tax on income derived from superannuation, including pensions or annuities, that are paid from a fund that is taxed.
Contributions claimed as a tax deduction will count towards the $25,000 concessional contributions cap, along with any contributions your employer pays.
You may have to pay excess tax if this cap is breached.
You will be required to pay additional tax on contributions paid by your employer if your super fund has not recorded your TFN.
Expert tax management to minimise your tax obligation
We will help you reduce your income, increase your deductions and take advantage of tax credits.
At Vitas we will manage your tax as if it were our own and will help reduce your liabilities.
We zone in on your business specifics, and the way it operates to achieve the most effective tax outcome for you.
Tax is like any other cost in your business. It should be managed effectively to ensure you don’t pay any more tax than you absolutely have to.
At Vitas, we look in detail at the way your business operates, the current position of your business, and your likely needs in the future.
We work with you to develop a range of innovative solutions designed to achieve the most effective tax outcome.
Vitas will help you to build a more profitable, sustainable, and stronger business by managing your total tax risk and exposure.
We will help you to understand your tax risks and liabilities across your entire business, and will show you how sound and careful planning can help you to reduce your liabilities and manage your corporate tax governance.
The goal of tax planning is to arrange your financial affairs so as to minimise your tax obligation.
This requires a sharp focus on how your business currently operates, close analysis of its current position, and innovative solutions that can be developed going forward.
Planning to reduce an impending tax bill can in turn produce a better understanding of expenses and cash flow, for instance, which can then lead to more informed decision-making going forward.
Rest easy knowing your legal obligations are met
We will thoroughly review all your financial and tax statements to make sure you are compliant with tax law.
The Vitas team will create high quality documents that support your tax compliance in the case of a future audit.
After reviewing your financials, we will see how well the results compare with your tax planning expectations.
Our experienced team understands where problems can occur and, where possible, identifies those problem areas for you and provides you with appropriate solutions.
When we prepare financial statements for your business, we focus on getting the basics right first, and then looking beyond the numbers to find areas where we can improve your tax and operating efficiencies.
Tax planning and strategy
Specialist tax advice
Preparation and lodgement of financial statements
Preparation and lodgement of income tax returns
BAS preparation and lodgement
Fringe Benefits preparation and lodgement
Reporting of state taxes
Corporate secretarial duties
Compliance has become increasingly complex, and there are potentially significant penalties that can be enforced if your business does not meet its obligations.
Effective tax compliance reporting is not only about meeting the demands of financial authorities, but it is also central to understanding how your business operates and for future planning.
We ensure you have access to timely information, creative ideas, and innovative solutions that will protect and safeguard you against complex and constantly changing Australian tax legislation.
Get the most out of your investment property
We can advise you on the options available, including costings and feasibility analysis, and the tax consequences of your approach to investment.
Our team can advise you on the best approach, and whether subdividing, or buying and building elsewhere, is the most tax efficient strategy for you.
Vitas can guide you in your first year of lodging a return with an investment property, advising on the correct deductions and the effects on your tax going forward.
If you own investment property, there is lots to consider when it comes to the end of the financial year.
If you’re receiving rent, for instance, we make sure we factor in a proportion of ownership interest and market rates to declare in the year received.
Vitas Advisory will help you with a comprehensive list of claims that can be made against your investment property, to lower your reportable income and maximise investment profits.
How Vitas will help you maximise your property investment profits Our property investment specialists will make certain you claim all the deductions you’re entitled to on an investment property, including:
Repairs and renovations
Advertising for tenants
Depreciation
Insurance
Property agent fees
Council rates and more
We can help you to understand what deductions can potentially be made, and how this will affect your tax in forthcoming years, as well as advise you on the best plan of action to get the most out of your investment property.
Before you make any major decisions with your investment property, we offer tax planning advice so that you can feel confident you are making the best choices to maximise your property investment.
Vitas Advisory can help you with reporting a capital gain after selling an investment property and minimise any tax debts you may incur.
We can also arrange a payment plan if a debt does arise as a result of a sale.
