taxation

Mutual Trust provides specialised taxation advice and lodges tax returns through its licensed subsidiary, Mutual Tax Agents Pty Ltd. Tax returns are prepared by our tax accountants using MYOB and Solution 6 software packages. Mutual Trust also uses its strong relationships with larger accounting firms to provide clients with highly specialised tax law consultations on complex tax planning matters.

Specific taxation services provided by Mutual Trust include:

Preparation of family income tax returns for related individuals and entities including calculation of investment income and capital gains tax Preparation of the business entity’s tax return including adjustments to reflect net market inventory values, fixed asset depreciation and other tax related matters Specific tax consulting assignments Collection of relevant GST data Preparation of quarterly BAS return including calculation of GST, PAYG withholding and FBT Calculation of relevant fringe benefits provided to employees Preparation of annual FBT returns Preparation of annual statutory financial accounts consisting of detailed profit and loss statement, inventory schedules, balance sheet and supporting notes to the accounts Preparation of consolidated financial statements for related entities

Mutual Trust provides regular taxation advice to its clients including the calculation of mid-year tax estimates and taxation planning.

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