Company, trust and partnership returns prepared together with the individuals behind them – so income, distributions and franking line up, and the planning that saves money happens before year-end.
Book a Chat Call (07) 5593 6060What we prepare and lodge:
Most of our business clients run more than one entity – a company, a family trust, sometimes an SMSF and the individuals behind them. We prepare them together so income, distributions and franking are handled consistently and nothing is taxed twice or missed between returns. Prepared in isolation, the same set of entities can easily produce a worse tax result for no good reason.
A business return is more than a form. Before it’s lodged we prepare your year-end financial statements, reconcile the accounts, and work through the items that move real money:
Getting these right is most of the value in a business return – and most of where a rushed job goes wrong.
By the time a return is lodged, the year is done. The value is in the planning before 30 June – timing, distributions and structure. We do that work with you during the year, then prepare the returns after year-end so there are no surprises and no scramble.
If you operate through a trust, the distribution decisions have to be documented before 30 June – not worked out months later at tax time. Miss it and the trust can be taxed at the top rate on income that should have flowed to beneficiaries. We make sure the resolutions are done properly and on time, every year.
General information only – not financial or legal advice. Thresholds and tax rules change; confirm current requirements or speak to us before acting on anything you read here.
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