- Distribution and detailed tax calculations.
- GST, BAS and PAYG reporting.
- Tax calculations for unit pricing and performance measurement.
- Tax reclaim service.
- Franking credit & present entitlement reporting.
- Tax optimisation services.
Benefits and features
Meet your end-to-end taxation requirements
A seamless, simpler solution
- We provide tax support for all entity types.
- We apply appropriate tax treatment for mergers and restructures and support adoption of pension segregation.
- We support the allocation of taxable income to investors.
Access our expertise when you most need it
- We work closely with you to enable you to remain compliant with current & emerging tax rules.
- Our local team is readily accessible to consult on any taxation matters.
- Our established tax governance framework ensure our policies and offerings are fit for purpose.
How it works
- We use quality assured transactional data.
- Our investment accountants review and prepare reporting in line with internal policies and legislation.
- We deliver agreed tax solutions that meet your needs.
What this means for your members
- We support you to achieve regulatory compliance, giving peace of mind to your members and investors.
- Ensuring your taxable income and expenses are accurately reported supports you in keeping your members’ and investors funds’ safe.