Tax and GST

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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
  • Developing Tax Policies relating to deferred tax assets
  • Developing models to apportion tax between various investment options for both accumulation and pension members
  • Advising on the argument of anti-detriment payments for defined benefit funds
  • 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
  • Salary package arrangements for employees, including FBT, employee reimbursements and calculating the after tax cost to employees
  • Advice on Reportable Employer Superannuation Contributions
  • Advice in relation to the transfer of tax losses