• We care about your business

  • A team you can trust

  • A holistic approach

A2M : $5.71  
AFI : $7.15  
AGL : $9.18  
AIA : $7.20  
ALD : $38.75  
ALL : $40.10  
ALQ : $13.05  
ALU : $65.42  
ALX : $5.38  
AMC : $13.74  
ANZ : $28.15  
ARG : $8.67  
ASX : $62.38  
AWC : $1.51  
AZJ : $3.88  
BEN : $9.63  
BHP : $44.62  
BKW : $26.67  
BLD : $5.63  
BOQ : $6.12  
BSL : $22.90  
BXB : $15.52  
CAR : $33.33  
CBA : $111.45  
CGF : $6.61  
COH : $315.48  
COL : $16.05  
CPU : $27.95  
CSL : $268.92  
CSR : $8.86  
CWY : $2.55  
EBO : $31.49  
EDV : $5.32  
EVN : $4.07  
FLT : $20.03  
FMG : $24.60  
FPH : $24.42  
GQG : $2.28  
HVN : $4.57  
IAG : $6.35  
IEL : $16.40  
IFT : $9.97  
IGO : $7.08  
IPL : $2.72  
JBH : $61.20  
JHX : $53.09  
LYC : $6.40  
MCY : $5.92  
MEZ : $5.43  
MIN : $67.98  
MPL : $3.57  
MQG : $182.65  
MTS : $3.88  
NAB : $32.92  
NEM : $60.05  
NST : $15.52  
NWL : $18.85  
NXT : $15.75  
ORG : $9.73  
ORI : $17.95  
PDNDA : $14.03  
PLS : $3.83  
PME : $102.76  
PMV : $29.20  
QAN : $5.62  
QBE : $17.30  
QUB : $3.27  
REA : $176.63  
REH : $26.23  
RHC : $50.09  
RIO : $129.52  
RMD : $27.95  
RWC : $5.06  
S32 : $3.17  
SDF : $5.53  
SEK : $23.70  
SFR : $9.05  
SHL : $26.22  
SOL : $32.46  
SPK : $4.29  
SQ2 : $109.88  
STO : $7.84  
SUN : $15.91  
SVW : $37.65  
TLC : $4.94  
TLS : $3.65  
TLX : $13.63  
TNE : $15.75  
TPG : $4.18  
TWE : $11.83  
VEA : $3.50  
WBC : $25.40  
WDS : $29.40  
WES : $65.06  
WHC : $7.90  
WOR : $16.31  
WOW : $31.34  
WTC : $88.31  
XRO : $116.40  
YAL : $5.82  

Year-end Tax Planning – Trusts

 

A checklist of a few items to examine further, before year-end.

Similar alerts apply to businesses and individuals, but in addition is the expectation that trust distribution resolutions have been made and there is some evidence that decisions have been made.  

Are there any beneficiaries who will turn 18 during the year and become potential beneficiaries?  If so, we need to know because it is necessary to notify the Australian Taxation Office very quickly.

02 4961 7300

What our clients say about us

  • Grant Jackson is a fantastic operator that knows the Travel Industry inside and out. He is well supported up by his staff.

    italk travel
    (Maitland, Newcastle West, The Junction and Rutherford)

  • Thank you to Grant and the team for all of your help and guidance. We are always left feeling inspired after meeting with you. It's a pleasure to work alongside such a professional organisation. Keep up the good work!

    Aaron Campisi
    Aspex Stained Glass

  • Thank you for your help and wisdom when I REALLY needed it! You certainly helped me believe in myself and I now know that I can make a choice and be confident in it... so once again a big thank you. You gave me clarity and support.

    Narelle Gregory
    Hello World Bateau Bay

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

Street Address

Suite 7, 102 Glebe Road
The Junction NSW 2291
Corner of Glebe Road and Farquhar Street