How We Can Help
Our Accounting Services for Fund Managers
Accounting & Financial Reporting: Accurate financial reporting and regular accounting is essential for fund managers. We track management fees, performance fees, fund expenses, and investor contributions to ensure compliance and gain helpful financial insights
Tax Planning & Compliance: Ensuring you accurately meet tax obligations as an AFSL holder can be complex. We handle GST, FBT, and income tax planning to keep you compliant while minimising tax liabilities for your business
AFSL Compliance & Audit Support: We assist with regulatory reporting, audit preparation, and compliance to help you meet AFSL requirements with confidence.
Xero & Fund Software Integration: We streamline financial management by integrating Xero with your existing tech stack, making it easier to track revenue and expenses with accuracy.
Payroll Structuring & Compliance: From your investment team to operational staff, we manage payroll processing and structuring to ensure seamless operations while meeting regulatory requirements.
Contact JD Scott + Co Today
Ready to streamline your accounting and grow your insurance brokerage? JD Scott + Co offers specialised accounting services for insurance brokers, helping you navigate the financial complexities of the industry. Contact us today to learn how we can support your business.
Testimonials
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