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