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
- 01
Consultation & Document Intake
Financial statements, prior returns, and structure details, exchanged through our secure portal.
- 02
Review & Tax Optimisation
Checking concessions, offsets, and structure fit.
- 03
Preparation & Lodgement
Return prepared and lodged as your registered tax agent.
- 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
Association of Chartered Certified Accountants

CPA Australia
Certified Practising Accountant

IPA
Institute of Public Accountants

Registered Tax Agent
Tax Practitioners Board - Tax Agent 26371221

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.
