Fund set-up Services

"C & S Partners has the expertise and experience to provide clients with effective taxation solutions. Our tax advisory and compliance professionals are highly skilled and focus on assisting clients in managing their taxation affairs and keeping up to date with legislative changes."

Need Help Preparing Your Individual Tax Return?

C & S Partners will assist you with the income tax treatment of:

  • Rental Property Tax Treatment
  • Managed Funds Trust Distributions (Annual Statements)
  • Share Trading Tax Treatment
  • Capital Gains Tax (CGT) Calculations
  • Dividend Reinvestment Schemes
  • Employment Termination Payments and Redundancy Packages
  • Work Related Tax Deductions
  • Spouse Rebates
  • Education Tax Refund (ETR)
  • Residency Status for Taxation Purposes

"Whatever is your tax query, C & S Partners will take the time to work through your concerns, lodging your tax return accurately and on time, ensuring you have claimed the maximum tax deductions you are entitled to so that you can receive the highest tax refund possible."

What Documents Do I Need To Give You:

  • PAYG Payment Summaries
  • Details of any Allowances Received
  • New-start / Youth Allowance Statements
  • Interest Income Details
  • Dividend Statements
  • Managed Funds Annual Statements
  • Rental Property Annual Summaries
  • Details of any Work Deductions you think are relevant
  • Private Health Insurance Annual Tax Statement
  • HECS / HELP Statement from the ATO
  • Copy of your Last Tax Return lodged (if available)
  • Tax File Number
  • Full Name
  • Current Address
  • Date of Birth
  • Job Description / Industry
  • Copy of Drivers License or Passport for Identification Purposes

How Long Will It Take To Get My Tax Refund?

  • For Basic Tax Returns we try to complete your return the same day it is received
  • You should allow 10 days for the Tax Office to process your Tax Return and issue your Tax Assessment
  • Tax Office will transfer the balance of your tax refund into your Bank Account directly