Running a company or trust comes with serious legal obligations. We manage your ASIC requirements, annual returns, and trust distributions — so your structure works correctly and your directors stay fully protected.
"Non-compliance isn't just a fine — it can invalidate your entire structure. We make sure that never happens."
Companies and trusts carry distinct obligations under Australian law. Click your structure type to see exactly what we manage.
We receive your ASIC annual review, pay the fee, and lodge the confirmation — handling the registered agent obligations so your company stays in good standing.
Full income tax return for your Pty Ltd — income, expenses, dividends, and franking credits reconciled and lodged with the ATO accurately each year.
We manage Division 7A loans and ensure complying loan agreements are in place where required — preventing costly deemed dividend tax exposure for directors.
Franking account maintained, dividend minutes prepared, and shareholder distributions documented correctly — protecting both the company and its shareholders.
Director resolutions, minutes, and the company register maintained correctly throughout the year — not just at tax time — ensuring your corporate records are always accurate.
Periodic review of your company structure to ensure it still suits your business goals, asset protection needs, and tax efficiency as your business evolves.
Trust distribution resolutions prepared and signed before 30 June — allocating income to beneficiaries in the most tax-effective way possible under the trust deed.
Trustee income tax return prepared and lodged with full distribution statements for each beneficiary — ensuring correct tax treatment at every level of the structure.
Distribution statements issued to each beneficiary with the information they need to include their share of trust income in their own personal tax returns.
We assess your trust distributions against the ATO's Section 100A guidance — helping you avoid arrangements that could be challenged as tax avoidance.
Your trust deed governs what distributions are permitted. We interpret the deed annually to ensure your resolutions are valid and legally effective.
Where required, we manage family trust elections and interposed entity elections — critical for accessing certain tax concessions within family group structures.
Distributions to unit holders calculated proportionally and documented correctly — with individual distribution statements prepared for each unit holder's tax return.
Trustee income tax return lodged with full unit holder distribution statements — ensuring correct treatment for both the trust and each unit holder.
The unit register maintained and updated to reflect any transfers, new issues, or redemptions of units — keeping your structure documentation accurate.
Unit transfers and restructures managed with proper CGT analysis — ensuring any capital gains events are correctly identified and reported to the ATO.
Corporate trustee annual return and ASIC obligations managed alongside the trust — treating the full structure as a single compliance engagement.
Periodic review of your unit trust structure to assess whether it remains the most appropriate vehicle for your investment or business objectives.
If you operate through a company or trust — or are considering it — we have the expertise to manage every obligation that comes with it.
Talk to us before a missed obligation becomes a bigger problem.
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