BHT Partners

BHT Partners Proactive Accounting & Business Advisory firm. We specialise in helping business owners succeed with our innovative approach to accounting.

September is one of the quieter months on the tax calendar, but there are still a couple of dates worth having on your r...
03/09/2026

September is one of the quieter months on the tax calendar, but there are still a couple of dates worth having on your radar. ๐Ÿ“…

๐Ÿ“† 21 September
โ€ข Lodge and pay your August monthly BAS/IAS

๐Ÿ“† 30 September
โ€ข Lodge your PAYG withholding payment summary annual report, if a registered agent prepares it (not large withholders with annual withholding over $1 million)
โ€ข Lodge your 2026 Annual TFN withholding report, if your closely held trust has had to withhold from payments to beneficiaries

โœ… A lighter month is a good chance to get your paperwork sorted before October gets busy.

โš ๏ธ Additional reporting obligations may apply depending on your circumstances. Check the ATO website or speak with your accountant to confirm which deadlines apply to you.

Follow BHT Partners for monthly ATO reminders and practical tax updates.

๐——๐—ฒ๐˜ƒ๐—ฒ๐—น๐—ผ๐—ฝ๐—ถ๐—ป๐—ด ๐—ป๐—ฒ๐˜„ ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€ ๐—ผ๐—ฟ ๐—ถ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€๐—ฒ๐˜€?Your business could be eligible for the R&D Tax Incentive.Many SMEs don't...
26/08/2026

๐——๐—ฒ๐˜ƒ๐—ฒ๐—น๐—ผ๐—ฝ๐—ถ๐—ป๐—ด ๐—ป๐—ฒ๐˜„ ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€ ๐—ผ๐—ฟ ๐—ถ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€๐—ฒ๐˜€?

Your business could be eligible for the R&D Tax Incentive.

Many SMEs don't realise that eligible R&D isn't limited to technology companies. Manufacturers, engineers, builders, and other businesses solving technical challenges may also qualify.

The key is understanding the eligibility rules before you make a claim.

๐Ÿ‘‰ Swipe through our carousel to learn who can claim, what activities qualify, and the records you'll need.

๐Ÿ“˜ For more information, read our article "R&D Tax Incentive Eligibility Australia: What Are the Criteria?" here: https://buff.ly/PaNCzWE

๐—œ๐˜€ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐˜๐—ฟ๐˜‚๐˜€๐˜ ๐˜€๐˜๐—ถ๐—น๐—น ๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐˜ƒ๐—ผ๐˜‚๐—ฟ?As tax rules evolve, a structure that once worked well may need to be ...
18/08/2026

๐—œ๐˜€ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐˜๐—ฟ๐˜‚๐˜€๐˜ ๐˜€๐˜๐—ถ๐—น๐—น ๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐˜ƒ๐—ผ๐˜‚๐—ฟ?

As tax rules evolve, a structure that once worked well may need to be reviewed.

A recent High Court decision (Bendel) changed how unpaid trust distributions to corporate beneficiaries are treated, prompting the ATO to update its long-standing position.

While this is good news in some situations, it doesn't mean every family trust arrangement is risk-free. Division 7A can still apply if company profits are accessed in the wrong way.

That's why it's worth reviewing your trust and company structure before small issues become unexpected tax problems.

๐Ÿ“˜ In our article "How Does Division 7A Impact Family Trusts?", we explain what changed, what it means for family businesses, and the practical steps you can take to help protect your business and family wealth.

๐Ÿ‘‰ Read it here: https://buff.ly/fewgmtp

Australia is expected to see more than $3.5 trillion in family wealth transferred over the next 20 years.Yet many family...
13/08/2026

Australia is expected to see more than $3.5 trillion in family wealth transferred over the next 20 years.

Yet many family businesses and asset-owning families still don't have a formal succession plan.

With proposed capital gains tax (CGT) changes expected from 1 July 2027, passing wealth to the next generation could become more expensive and more complicated.

For example:
๐Ÿ”น Future beneficiaries may face higher tax bills when inherited assets are eventually sold
๐Ÿ”น Some succession and family wealth structures may become less tax-effective
๐Ÿ”น Dividing assets fairly between family members may become more challenging

This is why succession planning is about much more than deciding who gets what.

It's about protecting your business, your family, and your legacy while helping the next generation avoid unnecessary tax and complexity.

If you're considering passing on a business, investment property, or other significant assets, now may be the right time to review your succession plans.

At BHT Partners, we help family businesses and business owners navigate succession planning, CGT considerations, business structures, and long-term wealth protection.

Stay on top of your August ATO deadlines ๐Ÿ“…Here are the key dates to keep in mind:๐Ÿ“† 14 Augustโ€ข Lodge PAYG Withholding Pay...
05/08/2026

Stay on top of your August ATO deadlines ๐Ÿ“…

Here are the key dates to keep in mind:

๐Ÿ“† 14 August
โ€ข Lodge PAYG Withholding Payment Summary Annual Report for large withholders and businesses without a registered tax or BAS agent.

๐Ÿ“† 21 August
โ€ข Lodge and pay your July 2026 BAS/IAS

๐Ÿ“† 25 August
โ€ข Lodge and pay Q4 Activity Statement (electronic lodgers)

๐Ÿ“† 28 August
โ€ข Lodge and pay Q4 Super Guarantee Charge (SGC) statement (if required)
โ€ข Lodge your Taxable Payments Annual Report (TPAR), if applicable

โš ๏ธ If super contributions weren't paid on time and in full, you'll need to lodge an SGC statement and pay the full Super Guarantee Charge. Late super contributions for this quarter can't be offset against the charge.

โš ๏ธ Additional reporting obligations may apply depending on your circumstances. Check the ATO website or speak with your accountant to confirm which deadlines apply to you.

Follow BHT Partners for monthly ATO reminders and practical tax updates.

03/08/2026

๐ŸŽ‚ Happy Birthday to Melinda! ๐ŸŽ‰

Today we're celebrating Melinda, whose experience and leadership have been part of BHT Partners for many years.

With more than 35 years in public practice, Melinda continues to support our clients with her expertise in taxation, business advisory, audit, and assurance. She stepped down as Director earlier this year, but she's still a valued member of the BHT team, working closely with clients and sharing what she knows.

Melinda is passionate about helping clients understand their financial position and spot opportunities to grow. She's also been a strong voice for a positive workplace and for developing our team.

Outside work, Melinda enjoys the gym, time with family and friends, and escaping to the Mornington Peninsula for the beach. โ˜€๏ธ

Happy Birthday, Melinda! We hope you have a wonderful day with the people closest to you, and a fantastic year ahead. ๐Ÿฅณ

๐—ก๐—ฒ๐˜„ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜†๐—ฒ๐—ฎ๐—ฟ. ๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—น๐—ฎ๐—ป?Maybe you're looking to upgrade your technology, invest in new equipment, expand...
30/07/2026

๐—ก๐—ฒ๐˜„ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜†๐—ฒ๐—ฎ๐—ฟ. ๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—น๐—ฎ๐—ป?

Maybe you're looking to upgrade your technology, invest in new equipment, expand your fleet, or purchase machinery to support business growth.

These decisions aren't just operational โ€” they can also have tax implications.

With the Instant Asset Write-Off set to become a permanent feature for eligible small businesses, there's greater certainty when planning asset purchases throughout the year.

But before you commit to a purchase, it's important to understand the rules.

๐Ÿ‘‰ Swipe through to learn the key requirements for claiming the Small Business Instant Asset Write-Off.

๐Ÿ“˜ For additional information, read our article "What Are the Requirements for Claiming the Small Business Instant Asset Write-Off?" here:

https://buff.ly/cBp8hU0

28/07/2026

๐ŸŽ‚ Join us in wishing Francisco Zamudio a very Happy Birthday! ๐ŸŽ‰

Francisco joined the BHT Partners team in March 2025 and has already become a valued member of our accounting team. Having completed his Bachelor of Business (Accounting) while gaining hands-on industry experience, Francisco brings a strong foundation in compliance and client service and a genuine passion for continuing to learn and develop his expertise.

When he's not at work, Francisco enjoys training in martial arts, spending time in nature, and exploring new cafes and restaurants. โ˜•๏ธ๐ŸŒฟ

We hope your special day is filled with great food, good company, and plenty of reasons to celebrate. Have a fantastic birthday, Francisco! ๐Ÿฅณ

After more than two decades with BHT Partners, Susanne Duncan is retiring.Since joining the firm in 2001, Susanne has pl...
23/07/2026

After more than two decades with BHT Partners, Susanne Duncan is retiring.

Since joining the firm in 2001, Susanne has played an integral role in the day-to-day operations of BHT Partners. From overseeing our office administration, HR and IT systems to supporting our Directors and continually improving our internal processes, her dedication and professionalism have helped shape the way our firm operates today.

Her commitment, reliability and positive approach have been valued by colleagues and clients alike, and her contribution to BHT Partners over the past 20+ years has been significant.

As Susanne begins this exciting new chapter, we would like to sincerely thank her for everything she has contributed and the lasting impact she has made on our team.

On behalf of everyone at BHT Partners, thank you, Susanne. We wish you a happy, healthy and well-deserved retirement, with plenty of time to enjoy travelling, reading, and making special memories with family and friends.

๐Ÿ’™

17/07/2026

๐ŸŽ‚ Happy Birthday to Sari Weymouth! ๐ŸŽ‰

Today weโ€™re celebrating Sari, one of our Accountants here at BHT Partners.

Sari joined the BHT team in May 2024 and brings a wealth of experience across accounting, taxation, audit, compliance, and superannuation. In 2025, she achieved an important professional milestone by completing her CPA qualification, further strengthening the expertise she provides to our clients.

Outside of work, Sari enjoys spending time with family and friends, building Lego with her children, keeping active at the gym, and getting outdoors for bike rides and walks. ๐Ÿšฒ๐Ÿƒโ€โ™€๏ธ

From all of us at BHT Partners, we hope you have a fantastic birthday and a wonderful year ahead! ๐Ÿฅณ

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963 Main Road, Level 1
Eltham, VIC
3095

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