Taxation Services

Triple A Taxation Services Pty Ltd (Tax Agent number 25181900) exists to provide financial advisers in particular with access to taxed based services and specialists who are able to take care of all taxation related services for a fund.

 

The management of all taxation related services for any fund is controlled through a dedicated taxation portal which continuously monitors and highlights the timing and duties required to enable ongoing compliance.

 

We provide all services on a pass through or marginal basis. There is a flat fee of $165 including GST for lodgement of funds annually in addition to the normal administration cost.

 

The services available to clients and their funds are:

  • Registering funds for GST
  • Monitoring and payment of GST
  • Lodgement of Annual accounts and return for funds
  • Calculation, monitoring and payment of PAYG
  • Calculation, monitoring and payment of BAS, IAS
  • Monitoring and payment of Annual ASIC returns
  • Liaising with the ATO for remission of penalties and other matters
  • Lodgement of Not Required Taxation returns for new funds with a Nil balance

 

The costs of the services provided by Triple A Taxation Services Pty Ltd are detailed in our Fees and Costs brochure.

 

Any reference to tax, tax agent, and registered tax agent refer to services provided by Triple A Taxation Services Pty Ltd.

 

Triple A Super Pty Ltd is not a registered tax agent and does not provide any tax agent services or BAS services.