Business Tax Returns

All structures, all entities, one accountant.

Returns for sole traders, partnerships, trusts, and companies. We coordinate across structures so your group works as a whole, not in pieces.

Certified across the platforms that matter

Why Trinity

Three reasons our clients stay.

We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.

  • Longevity that compounds

    Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.

  • Everything under one roof

    Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.

  • We pick up the phone

    We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.

Group tax problems

Returns lodged, but never coordinated.

Your business is more than one entity. The trading company. The family trust. The holding company you set up in 2019 because someone said you should. Possibly an SMSF. Possibly a second trust for the children.

Each return gets prepared, lodged, signed off. The numbers reconcile in isolation. But nobody is looking at how the entities sit together. Distributions get classified the same way as last year, even though that decision was made by someone who left the firm in 2021.

Multi-entity tax is its own discipline. Each return on its own is straightforward. Coordinated as a group is different work. Trinity treats the group as the unit: distributions, intercompany loans, and structural decisions reviewed together rather than one return at a time.

  • Returns prepared in isolation

    Each entity lodged separately. Distributions, intercompany loans, and trust resolutions never reviewed as a group.
  • Distributions on autopilot

    Same allocation as last year, same year before. The actual tax outcome of each distribution never recalculated.
  • Group structure drift

    Set up years ago for a reason that no longer applies. Entities still operating because nobody has reviewed them, costing thousands annually.
  • Surprise tax bills

    EOFY arrives, the return gets prepared, the bill is bigger than expected. Planning that should have happened in March happens in May.
What you actually need is one team that sees how every entity in the group fits together.

Group outcomes

What looking at the whole group gets you.

Less time on admin. Cleaner records. Better decisions because the numbers are current.

  • Group view, not entity view

    We map every entity, every flow, every distribution. The tax position gets optimised across the group, not within each return.
  • Year-round, not year-end

    Tax planning starts in July, decisions get made in March, the return in October is the result. Not the place where surprises happen.
  • Concessions captured

    Small business CGT concessions, R&D, instant asset write-off, loss carry-back. The reliefs that get missed when nobody is looking for them.
  • One point of contact

    One team across all entities. We know where the family trust distributions land, how the company franking sits, and what the SMSF needs from the group this year.
  • Trust resolutions on time

    Distributions and resolutions documented before 30 June, signed and filed. The ATO never asks why a resolution looks back-dated.
  • Structure reviews built in

    We review whether the current structure still suits your situation each year. Changes get suggested when they matter, not after they have cost you.

Group tax process

Group review, then coordinated lodgement.

Same process for every new engagement. You know what is happening and when.

  • Group review and onboarding

    We map your structure, review the prior year returns, and identify the parts that need attention.

    • Map of every entity, owner, beneficiary, and director
    • Review prior year returns across all entities for missed reliefs
    • Identify intercompany loans, distributions, and unallocated profits
    • Onboarding call to align priorities for the year ahead
  • Year-round planning

    Quarterly check-ins, distribution decisions made before EOFY, and structure reviews when the situation changes.

    • Quarterly tax position update across the group
    • Distribution recommendations before 30 June
    • Capital gains planning ahead of asset sales
    • Structure review whenever circumstances change
  • Lodgement and follow-through

    All returns prepared together, signed together, lodged together. ATO correspondence handled if any queries arrive.

    • Coordinated preparation of all entity returns
    • Trust resolutions and distributions documented
    • Sign-off pack delivered for review
    • ATO correspondence managed across the group

Group structures we work with

Group structures we know well.

If you see your situation below, we have done this work before. If you do not, ask anyway.

  • Multi-entity small business owners

    Trading entity plus a trust, a holding company, an SMSF. The group needs one view, not five separate returns.
  • Family business owners

    Multi-generational ownership, family trusts, succession in the works. Decisions today set up the next twenty years.
  • Property investors with structures

    Trust-held properties, SMSF investments, holding entities. Every disposal triggers a CGT decision worth getting right.
  • Professional services firms

    Accountants, lawyers, doctors, consultants in service trusts or company structures. Compliance plus the tax efficiency the structure was set up for.

About Trinity Accounting

A small firm by design.

Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.

Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.

Dedicated team members in business attire smiling during a client consultation at the office.
The Institute of Public Accountants (IPA) logo featuring colorful overlapping shapes and the IPA acronym, representing a professional accounting organisation in Australia.ASIC Registered AgentLogo of Trinity Accounting Practice, an Australian accounting and tax advisory firm based in Beverly Hills, NSW, established in 2003.A green circular icon featuring a white checkmark and a stylized leaf, symbolizing reliable tax compliance and advisory services.Xero migration specialist logo featuring a blue geometric design and the text "Xero migration specialist" for accounting and bookkeeping services.Xero Gold Partner badge indicating Trinity Accounting Practice's status as a trusted Xero partner for accounting and bookkeeping services in Beverly Hills, NSW.
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What our clients say

The reviews speak for themselves.

Sole traders, growing companies, and trustees who keep coming back. Here’s why.

5.0
Based on 100+ Reviews
See all reviews
  • Doesn't cut corners
    I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
  • Business and personal
    Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
  • Diligent and professional
    Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
  • The best, hands down
    Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
  • Medical practice expertise
    I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
  • A real lifesaver
    Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!

Group tax questions

Business tax questions we hear often.

Business returns and multi-entity groups raise specific questions about cost, scope, and coordination. Here are the answers we give regularly.

Pricing depends on entity complexity, not hourly rate. Sole traders and small companies start at $1,200. Multi-entity groups are quoted as a package after the initial review. We always quote up front, before any work starts.

Most companies and trusts have until 15 May or 5 June the following year if they lodge with us as a registered tax agent. Self-lodging takes the deadline back to 31 October.

Yes. The group is the work for us. Trading entities, family trusts, holding companies, SMSFs all coordinated together. We have managed groups with up to fifteen entities.

Tax planning is built into the engagement, not extra. Quarterly check-ins, pre-EOFY distribution decisions, and structure reviews come as part of the ongoing fee.

We sort them out. The first year of any new engagement usually includes a clean-up of prior year accounting, distributions, and resolutions. We document everything so the foundation is solid going forward.

Often, yes. We can amend returns up to four years back if there are missed reliefs or errors. Common cases include CGT concessions and depreciation.

Still have a question? Contact us.

Ready to coordinate your tax across every entity?

Book a free consultation. Twenty minutes, no obligation. We will tell you straight if we can help.