What we do

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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LEARN ABOUT OUR OTHER SERVICES...

Individuals

Tax planning, tax advice, preparation and lodgement of individual tax returns with electronic lodgement and direct refunds

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Companies

Company set up and structure, tax planning, tax advice, preparation and lodgement of company tax returns with electronic lodgement

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Tax Planning

Individuals and businesses with knowledge and an understanding of the tax rules get the best tax results. Tax planning from a structure, income and expenses perspective can result in greater profitability and better tax outcomes.

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Cloud Accounting

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Bookkeeping & BAS

Good bookkeeping is the bedrock of any successful small business. Out Sourcery is our bookkeeping operation, we take the dreaded shoe box of receipts and invoices, sort them out, and make sense of them for you, so you can have a better picture of your business’ financial situation.

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Business Advice

AFYF offers professional advice and assistance in the areas of administration, budgeting, cash flow, sales, marketing and HR management.

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Budgeting

For individuals and businesses, understanding and documenting your income, expenses and cash flow is critical to meeting your current commitments and future growth goals.

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