Sharyn Long Chartered Accountants – SLCA

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