Property Investor Annual Compliance Pack GST Registered Fixed Trust Mogul


Commercial Property Investor Accounting & Taxation Annual Compliance Pack GST Registered Fixed Trust Mogul Pack

Suitable for passive Commercial Property Investment Fixed Trusts that are registered for GST. Perfect for private pooled investments with four commercial investment properties – set and forget compliance for only $179 per month (conditions apply).

Package includes:

  • Preparation of the quarterly financial accounts for the Trust
  • Preparation and lodgment of the quarterly Business Activity Statements for the Trust
  • Preparation of the annual financial accounts for the Trust
  • Preparation of the end of year member distribution statements for the Trust
  • Preparation and lodgment of the end of year Rental Income Schedules for the Trust
  • Preparation and lodgment of the annual Australian Trust Income Tax Return
  • Preparation of the annual Special Purpose Financial Report incorporating Special Purpose Financial Statements for the Trust

Package prerequisites:

  • Standard fixed entitlement trusts only (no hybrids or special trusts)
  • Closely held trusts only (no reporting entities)
  • Passive investments only (no boarding houses, motels, etc – see our small business fixed fee packages)

Initial Requirements:

  • Access to prior year information, including: latest lodged Tax Return and Associated Schedules, Balance Sheet information (where applicable), and other information as required
  • Taxpayer information, such as TFN, ABN, Trading Name, Banking Details, Member Details, etc
  • Carry forward information such as Depreciation data, Finance Information, etc.

Ongoing Requirements:

  • Information re: classification of transactions required
  • Property Manager Statements, Bank statements, Loan statements, Credit Card Statements, etc
  • Documentation associated with Capital Acquisitions/Disposals (e.g. purchase contracts, invoices)
  • Information about mixed transactions or changes in usage
  • Relevant trustee and member resolutions

Package Limitations:

  • Maximum of 4 rental properties owned by the trust (i.e. multiple tenancies treated as separate properties)
  • Maximum of 5 accounts used by the trust (i.e. bank accounts, loan accounts, credit cards, etc)
  • Excludes all non-standard additional compliance requirements such as foreign exchange transactions translation, business restructuring adjustments, Capital Gains Tax calculations upon sale of property, and other isolated events (subject to add-on charge at end of year at standard professional rates)
  • Excludes advice fees for additional out-of-scope services, such as personal tax returns of members, etc (subject to add-on charge at standard professional rates as required)
  • Excludes amounts payable to the ATO, ASIC or other regulators, etc
  • Minimum 12 month subscription applies
  • Maximum 1 years reporting (i.e. financial accounts, rental schedule, annual tax return, etc) per 12 month subscription
  • Payment only by pre-approved automated recurring monthly billing (via PayPal) or 12 months non-refundable prepaid via BPAY
  • Subject to Property Investor Annual Compliance Fixed Fee Package Engagement Terms & Conditions.

How to order:

  • Step 1: Process recurring monthly payment authority via PayPal using the button below

    or contact us to arrange for payment by BPay

  • Step 2: Complete and Submit Registration Form
  • Step 3: Await contact from us regarding further information if required