Pre-End of Financial Year Compliance Documents

Apart from their tax planning your clients need to ensure that all their documentation is in order to support their proposed tax status.

The absence of formal documents permits the ATO to reject the taxpayer’s version of events and apply their own version – an outcome that will inevitably lead to more tax being payable.

So have your clients ensured that their compliance documents are in place?

•    Div 7A agreements
•    Partnership agreements
•    Company establishments
•    Commercial Leases
•    Contractor Agreements
•    Profit-sharing agreements
•    Asset transfer agreements
•    Trust establishments
•    Business rollovers
•    Complex company resolutions

… the list goes on and includes any document your client will need to evidence the status of the taxpayer to the ATO.

Call us if you suddenly find you need a document before 30 June.  If the parties are related we may be able to offer a special price.