Annual return preparation for Pty Ltd companies, family trusts and partnerships, paired with the year-end planning conversation most accountants skip. We minimise tax within the rules, keep you compliant, and surface decisions before they cost you.
From bucket companies through to trading entities over $2M turnover. Trusts and partnerships handled with the same care.
Trading companies and bucket companies. Annual CTR, franking account, dividends.
Discretionary and unit trusts with business activity or distribution-only.
Two or more partners, including spouse partnerships and joint ventures.
First-year companies, R&D considerations, share structures, founder support.
Trading companies between $500k and $2M turnover, multiple stakeholders.
Holding companies, trust-and-company structures, intercompany arrangements.
Compliance done well, with the conversations that change the result.
A return that closes the year is the minimum. Where Mateo Advisory earns its place is the conversation that happens before lodgement: how profits move between entities, when dividends are declared, where structuring needs to flex, what to bring forward and what to defer.
We bring fifteen years of corporate accounting depth to the small business engagement, so the decisions you make in May change the result in October.
We sequence the work so nothing is left to chase at lodgement time.
You receive a tailored checklist, trial balance request and key dates calendar.
We reconcile accounts, prepare financial statements, and flag anything material.
A tax planning conversation before lodgement, with options costed and on the table.
Final return, summary letter and supporting workpapers, signed electronically.
Lodged through our registered tax agent partner. ATO follow-up handled by us.
Company returns from $1,599 incl. GST, tiered by turnover. Trusts and partnerships scoped against the same framework.
Book a free, no-obligation consultation. We will scope your engagement and quote in writing before any work commences.
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