Registered tax agents for company returns, BAS, project SPVs and transaction structuring.
Mid-tier and boutique practices with property client bases. Referrals reciprocated where conflict checks pass.
Capability statement, PI certificate and partner contact. Conflict search before engagement letter.
Common questions
Annual financial statements and income tax returns for the holding company, BAS preparation including GST on commercial rent and development sales, inter-entity loan accounting between parent and SPVs, and CGT record-keeping for long-held disposals.
A capability statement describing property-sector experience, current professional indemnity insurance certificate, named partner contact and successful conflict search. An engagement letter is executed before any regulated work begins.
Company staff assemble quarterly packs — bank statements, QS certificates, creditor listings and minutes. The appointed tax agent prepares SPV financial statements and returns from that material under a separate engagement.
No. The company may engage multiple firms where conflict checks pass and expertise matches the matter. Referrals are reciprocated when appropriate and documented in writing.