Trust & Company Tax Optimisation

@eliza019

Hello, I understand that you require a detailed review of your trust and associated company structures before year-end, with a focus on tax efficiency, income distributions, capital gains implications, deductions, offsets, and the impact of recent legislative changes. I can assist with a comprehensive analysis of the financial statements, tax returns, and supporting legal documents you provide, identifying potential risks, opportunities, inconsistencies, and areas that may require further professional attention. My approach is structured, detail-oriented, and focused on producing a clear report with practical recommendations and an implementation roadmap. The review will cover: • Entity-by-entity assessment of current structures • Income distribution and capital gains considerations • Potential tax planning opportunities and risk areas • Review of supporting legal and governance documents • Clear written findings and prioritized recommendations Before proceeding, I would appreciate clarification regarding the specific scope, timeline, and whether you require sign-off from a TPB-registered tax practitioner as part of the engagement. I look forward to discussing your requirements further. Thank you.

@ACCASpogmai

"TAX, ACCOUNTING & FINANCE EXPERT | QUICKBOOKS | FINANCIAL REPORTING Sir/Madam, As an experienced Australian tax and corporate advisor, I can conduct a comprehensive review of your trust and company structures, assessing tax efficiency, income distributions, CGT implications, deductions, and compliance with the latest legislative changes before 30 June. I will deliver a clear written report outlining risks, opportunities, recommended restructures or deed updates, and a practical implementation roadmap to optimize your group’s position. Accounting and financial reporting are my core strengths, and I take pride in delivering accurate, insightful, and compliant solutions for every financial need. Whether it's setting up QuickBooks, preparing financial statements, managing reconciliations, or crafting tailored reports, I ensure precise and timely execution. My services cover: 1. Chart of accounts setup and automation in QuickBooks 2. Financial statements: P&L, balance sheet, and cash flow 3. Budgeting, forecasting, and variance analysis 4. Invoice design, payroll setup, and tax mapping About me I am a Chartered Accountant with experience from global firms like Ernst & Young and PwC. I specialize in QuickBooks, Sage, financial analysis, and full-cycle accounting for startups and established businesses. I provide post-project support and am available 24/7 for any assistance. The price is negotiable, and I am ready to begin immediately. Let’s connect! Regards, Spogmai Kakar "

@mohamedahmedmoha

With over 15 years of experience as a finance and accounting expert, I am intimately familiar with the process of carrying out thorough financial reviews like the one you require. My expertise extends to ensuring tax optimization on multinational scales across several jurisdictions such as UAE, UK, US, and Qatar. As an authorised Australian tax consultant registered with the TPB, my knowledge of Australian trust and company law is deep-rooted and up-to-date. Not only am I skilled in looking at financial statements and tax returns with an informed eye, but my proficiency in multiple software including QuickBooks makes me well-equipped to manage the breadth of your task efficiently. If any restructures or deed updates are needed before the year-end, I will provide you with a concise written report accompanied by a clear implementation roadmap. Lastly, what sets me apart from other candidates is my commitment to clarity and precision in financial operations – two qualities that are crucial for tasks involving tax optimization. In partnering with me not only do you gain access to expertise but also someone who values building sustainable systems and strategies for your financial security. Let me offer you peace of mind when it comes to your finances by getting it right before June 30th.

@nehanavlani7

Hi, I understand you're seeking a comprehensive legal and tax review of your trust and associated company structures before 30 June to ensure they remain compliant, tax-efficient, and aligned with the latest Australian tax and regulatory changes. The review should identify both opportunities and risks while providing practical recommendations for year-end planning. Here’s what I’ll do: • Review financial statements, tax returns, trust deeds, and company constitutions across all entities • Assess income distribution, capital gains, deductions, offsets, and tax planning opportunities • Identify compliance risks, structural inefficiencies, and impacts of recent legislative changes • Deliver a clear written report with recommendations and an implementation roadmap where required I have extensive experience analyzing complex entity structures, trust arrangements, and tax planning strategies with a strong focus on practical outcomes and risk management. My approach is thorough and commercially focused, ensuring recommendations are clearly explained, actionable, and tailored to your specific circumstances. Particular attention will be given to year-end tax planning considerations and any structural or legal updates that may improve efficiency or reduce future risk. Let’s chat and discuss this in more detail. Regards, Neha

@Marifa5Nasir

Hi, Chartered Accountant with 5 years of experience in corporate and tax advisory. I can conduct a thorough preliminary review of your discretionary trust and 4 associated companies focusing on income distribution, capital gains, and deductions/offsets under the new Australian tax rules effective post 30 June. Based on your financial statements, tax returns, trust deeds, and company constitutions, I will deliver a concise written report identifying risks, opportunities, and a clear implementation roadmap for any deed updates or restructures before year-end. Note: Final Australian tax advice and lodgments require a TPB-registered tax agent, and I can coordinate analysis and draft recommendations for your agent’s sign-off. Marifa Nasir

@riyaatd

"Hey, I think you would like to read this. I specialize in Australian trust and company law, equipped to provide a comprehensive legal and tax review for your entities. With in-depth knowledge and TPB registration, I will assess income distribution, capital gains, and deductions against current regulations. For your project, I will deliver: 1. Thorough legal and tax review of all entities 2. Identification of tax-saving opportunities and risks 3. Clear recommendations and an implementation roadmap I would like to discuss more about the project. You lose nothing. If we create milestones, your payment will be fully protected. You can use this message as proof for a full refund if needed. Kind Regards, Riyaat"

@warrick1718

I'm not going to tell you I am the best person for the job, I'll show you why. I understand the need for a clean, professional, and seamless legal and tax review of your trust and company structures before the new Australian tax rules take effect. While I am new to freelancer, I have tons of experience and have done other projects off-site. Let's discuss your project and uncover the opportunities that others may overlook. Regards, Warrick Van Eeden