Designed by ShineWing Australia - leading providers of tax services to the funds management industry. CTS for Trusts offers an end-to-end tax solution for the listed AREITs, large investment funds or a small group of retail funds.
CTS for Trusts has the following features:
Preparation of tax distribution calculations
Thinking done for you using CTS workpapers which include:
Under/overs
Loss recoupment
Blackhole
Capital allowance
Capital works
Preparation of Trust tax return
Electronic lodgement of the tax return and schedules via the Standard Business Reporting (SBR) portal
Rollover from prior year CTS files
Rollup from subsidiaries (Trusts to AMITs or AMITs to Trusts).
Best of all, the existing features from our trusted CTS products are still there (and improved) including:
Automation of tax adjustments directly from the trial balance
Preparation of tax distribution calculations
Integration with Excel workpapers (including advanced auto-link functionality)
Bulk trial balance upload for large groups
Fast and user-friendly interface
Audit report to help track reviewed numbers and queries from one convenient location
Easy-to-use structure for flowing distributions from Trusts or AMITs up to the head level
Desktop, network and cloud options.
If you would like a demonstration or have any further questions about CTS for Trusts, our fund experts would be happy to discuss. Simply click here to email our CTS team and a team member will be in touch with you within the next business day.