Accounting

Santillana & Co. provides a wide range of administration and financial management services, including regular financial and management reports, which allow you to make informed business decisions.

Reports and services available:

  • Statutory accounting and financial reporting
  • Scheduled and regular performance analysis, planning and measurement reports
  • Succession planning and making businesses investor ready
  • Finance, cash flow forecasting, working capital and debt management reporting
  • Finance, cash flow forecasting, working capital and debt management reporting

Tax Advisory

The Australian taxation landscape is continually changing. As an individual taxpayer, corporate, or trust, you need to ensure your financial affairs are managed in a way that is both tax effective and compliant with the law.

Santillana & Co. provides quality taxation advice for all types of organisations and individuals.

Our services include:

  • Tax compliance for individuals, companies, trusts and SMSFs
  • Tax planning, strategy and optimisation
  • ATO reviews, audits and negotiations
  • Business structuring advice, including mergers, acquisitions, and disposals
  • Strategies for employers covering FBT, payroll tax, salary packaging and superannuation

Superannuation

Superannuation is for the provision of a retirement income. While our superannuation system is often perceived as complex and difficult to have control over, if used correctly it will provide a retirement lifestyle that ensures very little if any tax and provides a flexible structure for your retirement wealth.

Self Managed Superannuation Funds (SMSFs) represent the most tax effective investment, wealth creation and estate planning structure available in Australia. They are also proving popular because they offer people flexibility and control when investing their super. The number of SMSFs has grown dramatically in recent years and now represents the largest superannuation segment in Australia.

In respect of your SMSF, Santillana & Co. can provide you with the following services:


Establishment

  • Superannuation Trust Deed
  • Fund Tax File Number Application
  • Fund Australian Business Number Application
  • Notice of Election to Become a Regulated Fund
  • Minutes, Membership Application Forms & Product
  • Nomination of Death Benefit Beneficiaries
  • Benefit Rollover Documentation


Administration

  • Annual Financial Statements
  • Annual Member Statements
  • ATO Income Tax & Regulatory Return
  • ATO Member Contribution Statement
  • Business or Instalment Activity Statements
  • Fund Audit
  • Investment reporting
  • Conversion to Pension
  • Benefit Payment Processing
  • PAYG Payment Summaries
  • Actuarial Certification


Consulting

  • Contribution strategies to maximise contributions
  • Pension planning and projections
  • Borrowing through super fund including arranging the appropriate documentation and providing all necessary documentation to the financial institutions
  • Regulatory compliance

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