- (02) 8277 0000
- Address: Level 16 Governor Macquarie Tower, 1 Farrer Place, Sydney NSW 2000
Tax Services
We are a registered tax agent who can work directly with you for your Funds tax compliance requirements.
Our taxation team are an experienced team of professionals who specialise in tax compliance for funds and ensuring all obligations are met.
By working directly with either the fund governing body or other internal teams we are able to provide tailored services to suit each of our funds requirements. We also work in conjunction with the ATO and other tax advisory partners on upcoming legislative and regulatory changes which are regularly reviewed and included in our tax policy updates.
Comprehensive Services.
Our taxation services offering includes the following:
- Calculation of distributions consistent with fund governing documents and Australian taxation legislation
- Assistance with application of AMIT and MIT rules including attribution, unders and overs and multi-class elections and subsequent calculations and reporting
- Review and lodge income tax returns
- Review and lodge business activity statements
- Calculation of withholding tax on distributions for investors as required
- Calculation and preparation of financial data to be reported in annual investment income reports and distribution statements
- Preparation of Capital Gains calculations
- Calculation of reduced input tax credits
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As part of One Investment Group, we have access to a considerable range of resources, enabling our team to provide comprehensive solutions for our clients.
Corporate Governance
Responsible Entity
Fund Administration
Get in Touch.
- (02) 8277 0000
-
Level 16 Governor Macquarie Tower,
1 Farrer Place, Sydney NSW 2000
Get in touch with the one investment team
One Investment Group is an independent funds management business specialising in providing Responsible Entity, Trustee, Custody and Administration services.
Contact Information
- Phone: (02) 8277 0000
-
Address: Level 16 Governor Macquarie Tower,
1 Farrer Place, Sydney NSW 2000
We acknowledge the Traditional Custodians of the land on which our office stands. The Gadigal people of the Eora Nation, and pay our respects to Elders past, present and emerging.