Trust & Company Tax Optimisation
Budget: $250 – $750 AUD
I need a thorough legal and tax review of the four entities sitting in my group—one discretionary trust and four associated companies—so I can be certain every structure is still the most tax-efficient option before 30 June. My key concerns are income distribution, capital gains, and deductions / offsets, especially in light of the new Australian tax rules about to take effect.
Because of the breadth of the task, I will provide:
• Financial statements for each entity
• The most recent lodged tax returns
• Existing legal documents that set out each trust deed and company constitution
Please bring deep, current knowledge of Australian trust and company law and be an authorised Australian tax consultant registered with the TPB. Your review should identify any opportunities or risks, explain the practical impact of the new legislation, and outline any restructures or deed updates I should execute before year-end. A concise written report with clear recommendations and, if needed, an implementation roadmap will complete the engagement.
Because of the breadth of the task, I will provide:
• Financial statements for each entity
• The most recent lodged tax returns
• Existing legal documents that set out each trust deed and company constitution
Please bring deep, current knowledge of Australian trust and company law and be an authorised Australian tax consultant registered with the TPB. Your review should identify any opportunities or risks, explain the practical impact of the new legislation, and outline any restructures or deed updates I should execute before year-end. A concise written report with clear recommendations and, if needed, an implementation roadmap will complete the engagement.