Service 05

Company and trust accounts

Annual financial statements, company or trust return, and ASIC upkeep.

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Year-end accounts, the entity's return and the yearly ASIC review, with a planning meeting before 30 June.

Fee: From $1,650 a year
Hours: Mon–Fri 8:30am–5:30pm · Sat 9am–12pm

Included

What’s included

Financial statements
Entity tax return
Pre-30 June planning meeting

Getting started

Not sure what to bring?

1 Which sounds most like you?

EmployeeSalary, a few deductions Sole traderAn ABN, maybe some GST Rental ownerOne or more investment properties Company or trustA structure with its own return

2 When would you like to start?

This week This month Before the deadline

What to bring

Income statement (from your employer, in myGov)
Receipts for work-related expenses
Private health insurance statement
Bank interest and any dividends

Business income and bank statements
Expenses, invoices and receipts
Vehicle logbook or kilometre records
Last BAS, if you’re registered for GST

Rental statements from your agent
Loan interest statement
Rates, insurance, strata and repairs
Depreciation schedule, if you have one

Last year’s financial statements
Bank and loan statements for the entity
Payroll and super records
Minutes or trust resolutions, if any

Your choice: Employee · This week

Book a free call Send my choice

A starting list, not tax advice. We confirm exactly what we need when we talk.

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