Australian Trust & Company Tax Lodgment

I need end-to-end tax compliance for both a discretionary trust and a proprietary limited company registered in Australia. , I want the 2025–26 income tax returns prepared and lodged with the ATO.

The engagement will cover bookkeeping clean-up, financial statement preparation in accordance with Australian Accounting Standards, calculation of taxable income for each entity, and timely electronic lodgment.

Deliverables
• Reconciled general ledgers for trust and company
• Year-end financial statements (P&L, balance sheet, notes)
• Completed ATO tax returns for both entities, lodged successfully
• Brief hand-over memo so I understand any carry-forward amounts and key assumptions

I’m aiming for accuracy, compliance, and a smooth process—please outline your experience with Australian trusts and companies, your timeline, and any information you’ll need from me to get started.