Tax Returns & Planning

Business Tax Return Preparation for Australian Businesses

Company, trust, and partnership tax returns prepared with technical accuracy, wherever your business is registered, so lodgement is a formality, not a scramble.

Overview

Structure-Aware Returns for Australian Businesses

Australian businesses span sole traders, family trusts, and incorporated companies, each with a different return, different obligations, and different opportunities, regardless of which state they're registered in.

A local office isn't what makes a business tax return accurate. A registered agent who actually reviews your structure, rather than just re-processing last year's numbers, is the difference between a compliant return and an optimised one.

What We Cover

  • Company income tax returns (including small business tax rate eligibility)
  • Trust tax returns and beneficiary distribution statements
  • Partnership tax returns
  • Reconciliation of business accounts prior to lodgement
  • Liaison with the ATO on assessments and payment arrangements

ATO & Regulatory Compliance

Company lodgements sit under both ATO tax law and ASIC obligations under the Corporations Act 2001, which apply identically to a company regardless of which state it's registered in.

  • Division 7A: private company loans to shareholders/associates must be on commercial terms or risk being treated as an unfranked dividend
  • Trust distribution resolutions must generally be finalised before 30 June
  • Small business tax offset and concessions eligibility depends on aggregated turnover thresholds
  • Five-year record-keeping requirement applies to all business records, not just the return itself

How it works

Our Process

  1. 01

    Consultation & Document Intake

    Financial statements, prior returns, and structure details, exchanged through our secure portal.

  2. 02

    Review & Tax Optimisation

    Checking concessions, offsets, and structure fit.

  3. 03

    Preparation & Lodgement

    Return prepared and lodged as your registered tax agent.

  4. 04

    ATO Follow-Up

    Assessment review and confirmation, by phone or email.

Who it's for

Suited To

  • Company directors and shareholders
  • Family trust trustees and beneficiaries
  • Business partnerships
  • Businesses transitioning between structures

FAQs

Business Tax Return Questions

  • ACCA logo

    ACCA

    Association of Chartered Certified Accountants

  • CPA Australia logo

    CPA Australia

    Certified Practising Accountant

  • IPA logo

    IPA

    Institute of Public Accountants

  • Registered Tax Agent logo

    Registered Tax Agent

    Tax Practitioners Board - Tax Agent 26371221

  • ASIC Registered Agent logo

    ASIC Registered Agent

    Australian Securities and Investments Commission

Accurate Business Tax Returns, Lodged On Time, From Anywhere

Call +61 403 868 231 or email Info@bennassociates.com.au.