What’s new

13 October 2008

Trusts and Superfunds

Trust set up and structure, tax planning, tax advice, preparation and lodgement of Trust tax returns with electronic lodgement. Preparation and lodgement of Super Fund tax returns with electronic lodgement.

 

AFYF can assist with a wide range of tax services for trusts

 

Set up and structure

·        Family and unit trust set up, applications and documentation

·        ABN and TFN applications

·        GST registration

·        Trustee agreements

 

Bookkeeping and administration

·        Bookkeeping services

 

Trust accounts

·        Preparation of annual trust accounts & financials

·        Profit and Loss

·        Balance Sheet

·        Asset registers

·        Depreciation schedules

·        Distribution statements

 

Returns

·        Preparation of tax returns for family and unit trusts

·        Electronic lodgement of returns with the ATO

 

Tax planning

·        Trust taxation rules

·        Dividends and franking credits

·        Depreciation schedules

·        Trust related deductions

·        Capital gains tax

 

ATO liaison

·        ABN set up and GST registration

·        Compliance and lodgement plans

·        Outstanding previous year returns

·        Debt management and payment plans

·        Private rulings

 

ASIC liaison

·        Registered ASIC agent

·        ASIC form lodgement

·        Registered office service

 

AFYF can assist with a range of tax services for self-managed super funds

 

Bookkeeping and administration

·        Bookkeeping services


SMSF accounts

·        Preparation of annual accounts & financials

·        Profit and Loss

·        Balance Sheet

·        Asset registers

·        Depreciation schedules

 

Returns

·        Preparation of tax returns for self-managed super funds

·        Management of external audit requirements

·        Electronic lodgement of returns with the ATO

 

ATO liaison

·        ABN set up and GST registration

·        Compliance and lodgement plans

·        Outstanding previous year returns

·        Debt management and payment plans

·        Private rulings

 

ASIC liaison

·        Registered ASIC agent

·        ASIC form lodgement

·        Registered office service

 

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