Our financial planning tax reporting service provides information required by your tax adviser to prepare your end of financial year tax returns and accounts. This service is available for you, as an individual and for your family group entities that may include family trusts, companies and Self Managed Superannuation Funds.
Our financial planning tax reporting service provide end of financial year documentation as required by your Australian and overseas tax advisers including:
- Tax statements
- Investment and redemption confirmations
- Dividend and distribution statements
- Investment holding statements
- Employee Share Scheme (ESS) tax information including details of grants that vest, shares that are sold and dividend income received
- Capital gains tax reports
- Cash and transaction statements for bank and investment accounts
- Investment property reporting of rental income and expenses
- Loan statements for investment loans, property loans and margin loans
- Insurance statements for deductible premiums
- Super contribution information
