Tax & compliance

Manage your trust or partnership’s tax obligations with confidence. We help you bring the details together, understand how income is distributed, and keep your reporting on track.

What to expect

• Preparation and lodgement of trust and partnership tax returns
• Annual financial statements and reconciliations
• Support with distribution planning and documentation
• Guidance on beneficiary and partner tax reporting

Why choose O C Grant

We look at the whole picture, providing practical advice that considers your structure and the people behind it.

Manage the ongoing administration of your self-managed superannuation fund with clear, reliable support. We help you keep accurate records, prepare annual reporting, and understand your fund’s compliance obligations.

What to expect

• Annual financial statements and SMSF tax returns
• Fund accounting and record-keeping support
• Coordination with an independent SMSF auditor
• Guidance on contribution and pension reporting requirements

Why choose O C Grant

We make the detail easier to understand, supporting you with the administration and reporting that come with being a trustee.

Take the uncertainty out of tax time with support tailored to your circumstances. We help you report your income accurately, identify eligible deductions, and lodge your return with confidence.

What to expect

• Preparation and lodgement of individual tax returns
• Review of income and eligible deductions
• Support with rental property and investment income reporting
• Clear guidance on records and tax return requirements

Why choose O C Grant

We take the time to understand your situation and explain your tax position in plain language, so you know where you stand.

Keep your business activity reporting organised with accurate preparation and timely support. We help you make sense of GST, check the details, and understand what needs to be lodged and paid.

What to expect

• Preparation and lodgement of business activity statements
• Review of GST coding and account reconciliations
• Support with PAYG withholding and instalment reporting
• Guidance on reporting cycles and payment deadlines

Why choose O C Grant

We bring clarity to the numbers and consistency to the process, helping you manage your obligations as part of running your business.

Make informed decisions with clear guidance on fringe benefits and capital gains tax. We help you understand the implications of employee benefits and asset sales, so you can plan ahead and meet your reporting obligations.

What to expect

• Fringe benefits tax calculations and return preparation
• Review of employee benefits and supporting records
• Capital gains tax calculations and reporting
• Assessment of relevant exemptions and concessions

Why choose O C Grant

We explain the detail in practical terms, helping you understand your options and the tax considerations that matter to your circumstances.

Stay on top of your company’s ASIC requirements with organised, ongoing support. We help you manage annual reviews, maintain company records, and report changes with confidence.

What to expect

• ASIC annual review support
• Preparation and lodgement of company detail changes
• Maintenance of company registers and records
• Reminders and guidance on key compliance deadlines

Why choose O C Grant

We take a proactive approach to the paperwork, helping you keep your company’s details current and your obligations clear.