Company, trust and partnership tax, planned ahead
Year-end financial statements and tax returns for companies, family trusts and partnerships, with the planning conversations that should come before 30 June.
- Registered tax agent · TPB 24812228
- Online Australia-wide & Avalon Beach
Indicative fee
From$1,200
per entity, per year
Fixed quote after a free 15-minute call, handled by Jan personally.
Book a free intro callOverview
Companies, trusts and partnerships bring more moving parts: financial statements, trustee resolutions, loans between the business and the people behind it, and decisions that need to be made before 30 June rather than after it.
Jan prepares the year-end financial statements and tax returns for your entities and, just as importantly, sits down with you before year end to plan distributions, review Division 7A loans and check the group is still working the way you intended. You deal with Jan directly, all year.
Who it's for
Small businesses, family groups and investment entities
- Small businesses operating through a company
- Family groups with a discretionary (family) trust
- Partnerships, including couples in business together
- Companies and trusts holding investments
- Business owners outgrowing a sole trader structure
Companies, trusts & partnerships
What's included
Handled personally by Jan and covered by the fixed quote you'll receive before any work begins.
Year-end financial statements
A profit and loss statement and balance sheet prepared from your bookkeeping, with tax adjustments made.
Entity tax returns lodged
Company, trust or partnership returns prepared, reviewed and lodged, with each partner's or beneficiary's share flowing through correctly.
Trust distribution planning
Distribution options modelled before 30 June, so trustees can make their resolutions on time.
Division 7A review
Loans and payments between your company and its shareholders checked, with loan agreements and minimum repayments tracked.
Planning meeting before 30 June
A review of profit, timing and the tax position of the whole group while there's still time to act.
Direct access to Jan
Questions during the year go straight to the person who knows your entities.
Jan Jansen
Registered Tax Agent · TPB 24812228
The difference
Why work with Jan
A registered tax agent and former Tax Manager, now running his own practice so every client deals with him directly.
The whole picture
Your entities and personal returns are considered together, so a decision in one doesn't create a surprise in another.
Decisions before deadlines
Distribution and planning conversations happen before 30 June, when there's still time to act.
Tax-manager experience
Jan was a Tax Manager at a Northern Beaches CPA practice before starting his own boutique practice.
Fixed fees per entity
A written quote for each entity, agreed before any work begins.
Before you start
What to have ready
Don't worry if you can't lay your hands on everything. After your intro call, Jan sends a tailored checklist, so you only gather what's actually needed.
Your checklist
8 items
- Access to your accounting software or bookkeeping file
- Bank, loan and credit card statements to 30 June
- Last year's financial statements and tax returns
- Your trust deed, partnership agreement or company constitution
- Loan agreements, including any Division 7A loans
- Documents for assets bought or sold during the year
- Minutes or resolutions made during the year
- Activity statements lodged during the year
How it works
Four steps, no surprises
From your first enquiry to lodgment, you'll always know what happens next and what it will cost.
- 01
Enquire
Send a short enquiry online. A sentence or two about your situation is plenty.
- 02
Free intro call
A relaxed 15-minute call by phone or video with Jan to understand what you need. No obligation.
- 03
Fixed-fee quote
You receive a clear, written quote before any work begins. No surprise invoices.
- 04
Prepared, reviewed, lodged
Jan prepares everything, walks you through it, then lodges and keeps you updated.
Questions
Your questions, answered
Can't see yours? Browse all FAQs or ask Jan directly.
What rate of tax does a company pay?
A company that is a base rate entity pays 25%. Broadly, that means its aggregated turnover is under $50 million and no more than 80% of its assessable income is passive income, such as interest, rent and most dividends. Other companies pay 30%. The rate also affects how dividends can be franked, which Jan takes into account when planning.
When do trustees need to decide on distributions?
Generally by 30 June each year, or earlier if your trust deed says so. If a valid resolution isn't made in time, the income may be taxed to default beneficiaries or to the trustee, which can be an unexpected and costly result. Jan reviews the options with you well before the deadline.
What is Division 7A?
Division 7A is an integrity rule that can treat money a private company provides to its shareholders or their associates, such as loans, payments or forgiven debts, as an unfranked dividend. It can often be managed with a complying loan agreement and minimum yearly repayments, but it catches many business owners out, so Jan reviews it every year.
Can my company get a refund if it makes a loss?
Possibly. Legislation passed in August 2026 reintroduced loss carry-back for eligible companies. A tax loss for an income year starting on or after 1 July 2026 can be carried back against income tax paid in the previous two years, generally limited to the company's franking account balance. Jan can check whether your company qualifies.
Do partnerships pay tax?
A partnership lodges its own tax return but doesn't pay income tax itself. Each partner includes their share of the partnership's net income or loss in their own return. Jan prepares both, so the figures line up.
Is a family trust still worth having?
It depends on your circumstances. Trusts can offer flexibility in how income is distributed, but they add cost and complexity. The Government has also proposed a minimum tax on discretionary trusts from 1 July 2028 and released draft legislation for consultation in September 2026. It isn't law yet, but if you use a family trust it's worth understanding your options early. Jan can review your structure with you.
Keep exploring
Related services
Tax planning & advice
Considered, forward-looking advice before 30 June — structures, timing and the decisions that shape your tax position, explained in plain English.
From $180Learn more
BAS, GST & PAYG
Quarterly or monthly activity statements prepared, checked and lodged on time — so GST, PAYG withholding and instalments never become a scramble.
From $165Learn more
Sole traders & contractors
Tax returns, GST and PAYG instalments for tradies, creatives, consultants and contractors — with practical advice to keep more of what you earn.
From $495Learn more
Companies, trusts & partnerships
Talk it through with Jan.
Tell Jan a little about your situation and he'll come back to you within one business day to arrange a free 15-minute intro call. No obligation, no hard sell.
Based in Avalon Beach · Online Australia-wide, in person on the Northern Beaches by arrangement