Tax Reporting

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

This takes the administrative grind out of managing your affairs, allowing you to spend your time off, the way you’d want to instead of a weekend or three preparing tax information.

Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. In accordance with our collaboration model, advice and services not offered under the Fortnum Private Wealth AFSL are referred to appropriately qualified professionals.