Let us take care of your tax for you.

We provide services tailored to your particular circumstances to help you navigate Australia’s complex tax system – professionally, ethically, lawfully and in your best interests.

Our taxation team consists of experienced and qualified professionals who are experts in managing the taxation affairs of:

Our taxation services include:

  • Preparation and lodgement of annual income tax returns

  • Preparation and lodgement of Business and Instalment Activity Statements

  • Capital gains tax reconstructions of investment portfolios for individuals and deceased estates

  • Assisting executors with specialist tax administration, compliance and planning for the deceased up to date of death through to finalisation of the deceased estate

  • Taxation administration, compliance and planning relating to testamentary charitable trusts

  • Withholding tax calculations and compliance for trusts and estates with overseas beneficiaries or where beneficiaries do not quote their tax file number

Our tax preparation charges

If you’d like to find out more or just have a discussion about how we might be able to help you, give us a call on 1300 133 472.

  • EstateAdmin

    Taxation for estate administration

    Whether or not we are acting as Executor of an estate, Equity Trustees can provide specialist deceased estate taxation services to help guide you through your compliance requirements.

  • Individual

    Taxation for individuals

    We provide a range of tax services for individuals including preparing and submitting annual tax returns and business activity statements.

  • Trusts_TrusteesServices

    Taxation for trusts

    Our taxation team provides specialist taxation services to a variety of charitable, compensation, testamentary and inter vivos trusts, where Equity Trustees is acting as Trustee, or where an external trustee is appointed.

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