Investment Company Tax Return

$440 inc GST for a standard year with tax-ready records, including financial statements and the dividend and franking schedules. Large or unusual holdings get a custom fixed-fee quote in writing before any work begins.

Any Pty Ltd that holds rather than trades: a bucket company receiving trust distributions, a holding company owning shares in other companies, or a company holding a share portfolio or investment property. If the company sells goods or services, our standard company tax return is the right fit.

The company tax rate is 25% for a base rate entity and 30% otherwise, and the test matters here: a base rate entity needs no more than 80% of its assessable income from passive sources such as dividends, interest and rent. Most purely passive companies therefore pay 30%. We confirm the right rate as part of preparing the return.

Yes, and it is usually the right move, so trust distributions and franking credits line up across both returns. See our family trust tax return service, or ask for a combined quote for the structure.

Usually, yes. Most investment companies see a handful of transactions a year, and broker statements, bank statements or a tidy spreadsheet cover it without accounting software. Send us what you have and we'll let you know if anything needs sorting before we start.

Generally yes: a company lodges every financial year, including years it receives nothing. A genuinely quiet year is usually covered by our flat $330 dormant company return.

It can. Loans from a company to shareholders or related entities can fall under Division 7A rules that need to be handled properly in the return, so flag any loans when you onboard. Our bucket company guide explains the background.