Investment managers can comfortably rely on Unity Fund Services for all of their tax requirements, including:
Effectively solving tax issues and delivering favourable tax outcomes requires an intimate knowledge of different fund structures and asset classes.
- 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, and
- 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; and
- Assistance with preparation of annual investment income reports (AIIRs).