Tax and GST

Our extensive experience in tax consulting and compliance services to the superannuation industry includes:

• Preparation of tax returns
• Assisting clients with the tax aspects of unit pricing, setting and applying tax rates and monitoring and reporting results and advice on true-ups
• Helping trustees understand unit pricing systems and the impact tax has on member entitlements
• Advising on tax reserving in unit pricing
• Applications for Private Binding Rulings with the ATO
• Providing tax advice relating to investment products and the likely impact on fund earnings and member crediting rates
• Drafting Tax Governance Policies, including assessment of tax risks
• Developing models to apportion tax between various investment options for both accumulation and pension members
• Analysis of the effect of income tax and franking credits on earning rates and or unit prices
• Tax planning relating to use of domestic and foreign losses and bringing the tax benefit to account as a deferred tax asset
• Tax advice on investment expenses
• GST advice and lodgement of activity statements
• FBT returns
• Advice on Reportable Employer Superannuation Contributions
• Advice in relation to the transfer of tax losses
• Capital gains tax advice and calculations, including roll-over relief for fund mergers