Benefits and features

Meet your end-to-end taxation requirements

  • 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.

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.

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    We're ready to help you

    Peter Hele, Head of Business Development 03 8641 1668

    Mon-Fri 8am - 5pm (AEST/AEDT)