Unity Fund Services currently provides the following taxation services to funds:

  • Preparation of income tax returns and associated schedules
  • Calculation of income tax payable and preparation of statement of tax income
  • Distribution calculations
  • Taxation consulting and preparation of taxation advice on specific tax issues including:
    • Income tax planning – structuring, exit strategies and CGT considerations
    • Managing ATO reviews and audits
    • Managing tax risk
    • Year end planning
  • Cash flow management and forecasting of taxes
  • GST reviews to eliminate GST leakage and ensure maximum GST credits are claimed
  • Preparation of tax statements for investors
  • Assistance with preparation of AIIR reporting

Investment Administration | Taxation | Fund Accounting and Unit Pricing | Registry & Investor Services