Company and trust tax returns and financial statements, online

Annual financial statements, the company or trust tax return, four BAS lodgements, the ASIC registered-agent service and a tax planning call — $295/month ex GST per trading entity, with a named accountant who knows the file.

Each entity that needs accounts and a return is priced separately, but related entities in one group are quoted together — dormant or holding entities cost much less than trading ones. You'll see the whole group's fee before you start.

We model distribution options with you before 30 June — who receives what, at what marginal rates, and whether a corporate beneficiary makes sense — then prepare the distribution minute so it's signed by year end, as the deed and the ATO require. Section 100A risk is checked as part of that review.

Div 7A treats money a private company lends to shareholders or their associates as an unfranked dividend unless it sits under a complying loan agreement with minimum repayments. It's the most common — and most expensive — mess we inherit. We track loans through the year so repayments and agreements are never missed.

Yes. With your authority we request the prior accountant's working papers, ATO and ASIC records transfer to us as your agents, and we rebuild opening balances if needed. Most handovers complete within two weeks without you chasing anyone.

Yes — full financial statements with notes appropriate for a private company or trust, not just a tax return print-out. When you apply for finance we can package the statements, interim figures and forecasts the lender asks for; larger requests are quoted as fixed projects.