Business Tax & Advisory

Company and trust tax, setup, compliance and advice, all from one accountant who knows your numbers.

Everything your business needs, in one place

From setting up the right structure to lodging on time and planning ahead, we look after companies and trusts of all sizes. You get one accountant who knows your numbers, gives you a clear picture of your tax position and helps you run the business better.

  • Company and trust tax returns
  • Annual financial statements
  • Company and trust setup
  • ABN and business name registration
  • ASIC compliance and annual reviews
  • Year-end tax planning
  • Trust distributions and dividend calculations
  • Division 7A loan agreements
  • Fringe benefits tax returns
  • Budgeting and cash flow forecasting
  • Business advisory and KPI reporting
  • Xero file reviews

Annual tax returns for companies and trusts

Each package includes your financial statements, tax return and a review of your tax position. Prices exclude GST and are based on annual turnover.

Up to $150,000

Small company or trust

  • Financial statements
  • Company or trust tax return
  • Tax position review

Turnover up to $150,000

$1,365+ GST

Up to $500,000

Growing business

  • Everything in Up to $150,000
  • Asset and depreciation schedules
  • Super deduction checks

Turnover up to $500,000

$1,820+ GST
Most common

Up to $1 million

Established business

  • Everything in Up to $500,000
  • Pre-30 June tax planning catch-up
  • Results walk-through meeting

Turnover up to $1 million

$3,000+ GST

Up to $2 million

Larger business

  • Everything in Up to $1 million
  • Management-level reporting
  • Priority turnaround

Turnover up to $2 million

$4,550+ GST

Dormant entities from $275 + GST, and turnover under $75,000 from $680 + GST. Turning over more than $2 million? We'll agree a fixed fee after your free consultation.

Setting up and staying compliant

Fixed prices, excluding GST.

Getting set up

Company setup, including ASIC fee$1,500
Trust setup, plus stamp duty$2,000
ABN registration$100
Business name, 1 year, including ASIC fee$150
Business name, 3 years, including ASIC fee$210

Tax planning and compliance

Year-end tax plan$2,000
Trust distribution resolutions$1,500
Dividend calculations$1,500
Division 7A loan agreement$500
Fringe benefits tax return$2,000
ASIC forms and changes, per form$250

Advisory, budgeting and forecasting

Want to know what's really driving your profit? We build budgets and cash flow forecasts, track the KPIs that matter and meet with you regularly to keep the business on course. Every engagement is different, so we agree a fixed fee after your free consultation.

Book a Free Consultation

What businesses can claim

Companies and trusts can claim the costs of earning business income. These are the deductions and rules we check every year.

Instant asset write-off

Businesses with turnover under $10 million can write off assets costing less than $20,000 each in the year they're first used or installed. The threshold is permanent from 1 July 2026.

Wages and super

Wages and director fees are deductible, and super is deductible in the year it's paid. From 1 July 2026, Payday Super means employee super must reach the fund within 7 days of each payday. Late super generally isn't deductible.

Running costs

Rent, loan interest, insurance, software, marketing, business travel, professional fees and depreciation on business assets.

Prepaid and start-up costs

Small businesses can claim up to 12 months of prepaid expenses before 30 June, and certain start-up costs straight away.

Good to know

  • Companies with turnover under $50 million, and no more than 80% passive income, pay tax at the lower 25% rate.
  • Money taken out of a company by a shareholder can be taxed as a dividend under Division 7A, unless it's repaid or put under a complying loan agreement in time.
  • Trusts need their distribution resolution made by 30 June. Miss it and the trustee can be taxed at the top rate.
  • The FBT year runs from 1 April to 31 March, so cars and other benefits given to staff need checking well before tax time.

General information only, based on ATO rules as at November 2026. It isn't personal advice, so we'll confirm what applies to your business.

Ready to Get Your Tax Sorted?

Book a free 30 minute consultation at a time that suits you. Prefer to talk? Call 0421 143 146, or send us a question.

Book a Free Consultation