Effectively solving tax issues and delivering favourable tax outcomes requires an intimate knowledge of different fund structures and asset classes.

Investment managers can comfortably rely on Unity Fund Services for all of their tax requirements, including:

  • 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).

Want more information about the taxation services we can provide?