Dolman Bateman & Co - Chartered Accountants

Dolman Bateman & Co - Chartered Accountants Dolman Bateman are specialist Chartered Accountants focusing on helping our clients create better businesses.

We are also expert forensic accountants in commercial litigation, family law, insurance litigation and personal injury.

5 trust myths people keep getting wrong πŸ™…There's a lot of talk about trusts right now, and honestly, a lot of it is wron...
07/07/2026

5 trust myths people keep getting wrong πŸ™…
There's a lot of talk about trusts right now, and honestly, a lot of it is wrong. Here are five things people mix up:
❌ "Trusts let you dodge tax"

βœ… Not really. The income still gets taxed, just in the hands of whoever receives it. A trust moves income around, it doesn't make tax disappear.
❌ "The budget killed trusts"

βœ… Nope. The new 30% tax is only proposed (not law) and wouldn't start before July 2028. The government also scrapped the part that worried families, all testamentary trusts (the kind set up in a will) are now safe.
❌ "Just give the money to whoever pays the least tax"

βœ… Careful. If that person never actually gets the money, the ATO can undo it. They're watching this one closely.
❌ "A trust protects everything I own"

βœ… Not always. Personal guarantees and who controls the trust can still leave your assets exposed.
❌ "Set it up once and forget it"

βœ… Trusts need paperwork every year before 30 June, plus ongoing costs.
Know someone who needs to read this? Send it their way. And if you're not sure where your trust stands, have a chat with us before 30 June.
πŸ“ Dolman Bateman, Chartered Accountants, Roseville
General info only, not personal advice. Proposed changes are current as at June 2026 and may change.

What actually is a trust? πŸ€”You've probably heard people mention "the family trust" and wondered what they're on about. H...
05/07/2026

What actually is a trust? πŸ€”
You've probably heard people mention "the family trust" and wondered what they're on about. Here's the simple version.
A trust is just a way of holding things (money, property, a business) where one person looks after them for someone else's benefit.
Who's involved:

πŸ”Ή The trustee looks after everything and makes the calls

πŸ”Ή The beneficiaries are the people who can receive money from it

πŸ”Ή The appointor is the real boss, they can hire and fire the trustee
Why do people bother? A trust can protect your assets, give you flexibility in how income is shared each year, help pass things on to family, and be tax-smart when it's set up properly.
The catch? They cost money to run, need paperwork every year, and the government has proposed a new tax on family trusts from July 2028 (not law yet).
Not sure if a trust is right for you? That's exactly what we're here for. Have a chat before you set one up.
πŸ“ Dolman Bateman, Chartered Accountants, Roseville
General info only, not personal advice. Proposed changes are current as at June 2026 and may change.


Move to Bali, pay no tax. Right? 🏝️ Not quite. Residency is a legal test not a lifestyle, leaving can trigger CGT on the...
01/07/2026

Move to Bali, pay no tax. Right? 🏝️ Not quite. Residency is a legal test not a lifestyle, leaving can trigger CGT on the way out, your HECS packs a suitcase, non residents pay 30% from dollar one on Aussie income, and Indonesia taxes residents too. Swipe for the myths, busted. πŸ“Œ General info only. DM us before the one way ticket.

Ring light? Claim it. Nose job? Nice try πŸ’‘ What creators can and can't deduct: gear, editing software and the filming co...
28/06/2026

Ring light? Claim it. Nose job? Nice try πŸ’‘ What creators can and can't deduct: gear, editing software and the filming corner are usually fine. Fashion hauls, gym, botox and the daily makeup kit are private, no matter what the algorithm says. Swipe for the green lights, the famous nos and the grey areas.

πŸ“Œ General info only.

DM us your weirdest deduction question.

Paid in cash, clout or free handbags? πŸ’… If the content pays, the ATO counts it. Gifted products are income at market val...
27/06/2026

Paid in cash, clout or free handbags? πŸ’… If the content pays, the ATO counts it. Gifted products are income at market value, platforms now report your earnings straight to the tax office, and that first tax bill arrives with zero warning. Swipe for what creators keep getting wrong. πŸ“Œ General info only. DM us before tax time finds you.

Just open a company in Dubai and pay no tax. Right? 🏜️ Not how it works. Companies are taxed where they're really run, t...
24/06/2026

Just open a company in Dubai and pay no tax. Right? 🏜️ Not how it works. Companies are taxed where they're really run, the CFC rules can tax you personally on parked profits, and the anti avoidance rules unwind schemes built for the tax saving. Swipe for the myths busted, plus the legal ways to pay less
πŸ“Œ General info only.
DM us before another clickbait gets you.

Albanese just softened the CGT changes. Four new carve-outs for small business and startups, broken down. Not advice. Sw...
22/06/2026

Albanese just softened the CGT changes. Four new carve-outs for small business and startups, broken down. Not advice. Swipe through.

New Builds: The Budget picked a favourite, and it's new builds πŸ—οΈ Full negative gearing stays, sellers get a choice of C...
20/06/2026

New Builds: The Budget picked a favourite, and it's new builds πŸ—οΈ Full negative gearing stays, sellers get a choice of CGT methods, and depreciation hits hardest on brand new stock. Established property? The rules tighten from 1 July 2027. Swipe for the perks, the catches, and the checks before you buy. Not law yet. πŸ“Œ General info only. DM us to model new vs established.

Valuation Day: 1 July 2027: the most important date your property never sells on πŸ“… Under the proposed CGT reform, gains ...
17/06/2026

Valuation Day: 1 July 2027: the most important date your property never sells on πŸ“… Under the proposed CGT reform, gains get split at that date. Old 50% discount before, indexation plus a 30% minimum after, and your asset's value on the day draws the line. Swipe for how to prove the number and prep your records. Not law yet. πŸ“Œ General info only. DM us to get transition ready.

The tax questions everyone secretly Googles, answered like a human πŸ™‹ Do I need to lodge? Where's my refund? Can I claim ...
14/06/2026

The tax questions everyone secretly Googles, answered like a human πŸ™‹ Do I need to lodge? Where's my refund? Can I claim without receipts? Swipe for straight answers (and one scam warning worth knowing). πŸ“Œ General info only. Got a question? Drop it below, no judgment.

Address

21 Hill St
Roseville, NSW
2069

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

Telephone

+61294115422

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