Tax Planning & Advice
At Equity Trustees, we have an experienced and qualified team of tax professionals who manage the taxation affairs of:
- Individual Clients
- Deceased Estates
- Testamentary Trusts
- Inter Vivos Trusts
- Charitable Trusts
Equity Trustees can provide services tailored to your particular circumstances in a professional and ethical manner to help you navigate Australia’s complex tax system.
Our services include:
- Preparation and lodgement of annual income tax returns.
- Capital gains tax reconstructions for investment portfolios.
- Preparation and lodgement of Business and Instalment Activity Statements.
- Specialist deceased estate taxation administration, compliance and planning relating to the deceased’s personal taxation affairs, and the tax matters associated with the administration and finalisation of estates and testamentary trusts.
- Taxation administration, compliance and planning relating to perpetual charitable trusts.
Contact Us
To find out how we can assist you with tax matters, please telephone 03 8623 5000 or send an email to equity@eqt.com.au