Company and trust tax,
reconciled before it's lodged.
Company and trust compliance from $1,490 a year: annual financial statements, the company tax return, ASIC annual review and trust distribution minutes, all prepared by Zaki Choudhry, registered tax agent (TAN 26298664). Quoted in writing first, and reconciled to the bank before anything is lodged. Rated 5.0 from 57 Google reviews as at November 2026.
Annual financial statements, company tax, trust distributions, FBT and reconciliations — for companies (Pty Ltd), trusts and partnerships.
One company or trust with a reconciled file: financial statements plus the return. Scales with turnover, transaction volume and entities — fixed in writing after the discovery call. GST excluded.
Built for this work.
- Pty Ltd companies with one to a handful of directors
- Discretionary (family) trusts and unit trusts
- Partnerships
- Businesses moving from sole trader to a company
- Property held inside a trust or company
- Profit and loss, balance sheet
- Bank, loan and GST reconciliations
- Fixed asset register and depreciation
- Director and shareholder loan accounts — Division 7A check
- Inter-entity balances agreed both sides
- Notes and directors' declaration
- Company or trust income tax return
- Trust distribution minute before 30 June
- Partnership return and partner statements
- Franking account maintained
- Loss schedules and carry-forward tests
- Small business concessions where eligible
- Quarterly BAS — see BAS, IAS & GST
- FBT return where benefits are provided
- Tax planning session in May or June
- ASIC annual statement reminder
- Payroll and STP — see Payroll
- Year-end advisory call
Four steps, one fixed price.
Discovery call and quote
Turnover, entities, and the honest state of the books. You get a fixed fee in writing.
Books to trial balance
Your file or ours. Every balance-sheet account is reconciled before anyone touches the return.
Draft financials and return
Drafts arrive with a plain-English summary of the tax position and anything that needs a decision — distributions, loans, dividends.
Sign and lodge
Directors or trustees sign electronically. We lodge with the ATO and keep the working papers on file.
Bring this.
Don't have all of it? Start anyway. We'll tell you exactly what's missing, once, and much of it we can pull from the ATO directly.
- Audit or review engagements
- Legal drafting — deeds, shareholder agreements, resolutions beyond the standard distribution minute
- Financial product advice — we refer you to an AFS licensee
- ASIC registry lodgements — quoted separately if you want us to act as agent
- Adviser invite to Xero, MYOB or QuickBooks
- Bank and loan statements at 30 June
- ATO correspondence received during the year
- Prior-year financials and return — new clients
- Asset purchases and disposals, with invoices
- Loan agreements and finance schedules
- Stock count at 30 June
- Amounts owed to or by directors
- Trust deed and any variations
- ASIC company statement and share register
- Dividend or distribution decisions already made
- FBT items — vehicles, entertainment, private use
Why the balance sheet comes first
A company or trust return is only as good as the balance sheet behind it. If the bank, loan, GST and director accounts don't reconcile at 30 June, the profit is wrong and so is the tax. We reconcile every balance-sheet account before the return is drafted. It's slower than typing figures into a form, and it's the reason the numbers hold up when the ATO asks.
Trusts: the decision before 30 June
A discretionary trust has to decide who receives the year's income before 30 June, in writing. Miss it and the trustee can be assessed at the top marginal rate on the lot. We schedule the distribution decision in June, model the options with you, and prepare the minute. The 30% minimum trust tax from 2028 changes the arithmetic, not the deadline.
Division 7A and the director's loan
Money drawn from a company that isn't salary, a dividend or a loan repayment is a loan to you. Unless it's repaid or put on a complying agreement by the lodgement date, the ATO can treat it as an unfranked dividend. It is the most common problem we find in small-company books, and it is fixable when it's caught before the return is lodged.
Common questions.
A single company or trust with clean, reconciled books: the financial statements and the income tax return. The quote rises with turnover, transaction volume, the number of entities and the state of the file. Whatever it is, it's fixed in writing before we start.
Talk it through with us.
30 minutes, no commitment. We'll confirm whether business tax & financials fits your situation, the exact scope, and a fixed quote — same day.