Shares, managed investments and trusts — sorted properly, every year
From a simple share portfolio to a family trust holding multiple investments, we handle the accounting and tax side so your income is reported correctly and nothing gets missed.
Clear explanations, organised records, and accounts that hold up if the ATO ever asks.
Based in Hatton Vale, servicing the Lockyer Valley and investors throughout Queensland.
Where we come in
Whatever you hold and however it's structured, we look after the accounting and tax work behind it.
Investment income & reporting
- Dividends and franking credits
- Managed fund & ETF distributions
- Interest and other investment income
- Capital gains on sale (see our Capital Gains Tax page)
- Matching your records to ATO pre-fill data
Trust accounting & compliance
- Trust financial statements
- Trust income tax returns
- Distribution resolutions before 30 June
- Family and discretionary trusts
- Trustee record-keeping
Cryptocurrency
- Trading between coins and cashing out
- Mining income and rewards
- Working out income vs capital gains events
- Cost base tracking across coins and platforms
- Getting overdue records up to date
Understanding what you actually need to report
Investment income can come from more places than people expect — here's what we typically see.
Shares & managed investments
- Dividends and franking credits
- Managed fund and ETF distributions, including AMIT statements
- Corporate actions — splits, buybacks, DRPs
- Foreign shares and withholding tax
Interest & fixed income
- Bank account interest
- Term deposits
- Bonds and other fixed interest investments
- Interest earned inside a trust
Cryptocurrency
- Trading profits between coins or cashing out
- Mining rewards and income
- Capital gains vs income on disposal
A straightforward annual process
Trust resolutions & tax planning
Before 30 June, we prepare trust distribution resolutions (where applicable) and review tax planning opportunities for the year ahead.
Send us your statements
Share registries, managed fund and ETF statements, trading and mining records, trust records — whatever you have.
We reconcile & prepare
We reconcile everything, prepare your trust or investment accounts, and complete the tax return.
Outcome & ongoing support
We talk through the result with you and stay available for questions and planning throughout the year — not just at tax time.
Running a trust brings its own paperwork
Trusts have accounting and compliance requirements separate from your personal tax return — financial statements, a trust tax return, and resolutions that need to be made and signed before 30 June.
Get the timing wrong and the consequences can be significant — an undistributed trust often means the trustee is taxed at the top marginal rate on that income. We help make sure resolutions are prepared correctly and on time, every year.
Wherever you're up to
New to investing?
If you've just opened a brokerage account, started buying managed funds, or done some crypto trading, we can help you understand what needs to be tracked from day one.
Setting up a family trust?
We can help set up the accounting for a new trust, including the ongoing distribution process.
You do not need to have decided on a structure before contacting us.
Behind on your records?
If a few years of statements or investment records have piled up, start with what you have. We can identify what's missing and bring things up to date.
Investment & trust questions
Do you help with tax planning before the end of the financial year?
Yes — it's the first step in our process. Before 30 June, we prepare trust distribution resolutions where applicable and review tax planning opportunities, so nothing is rushed or left to chance at the last minute.
When do trust distribution resolutions need to be signed?
Generally before 30 June each year, and the resolution needs to reflect what's actually paid or credited. Missing the deadline can mean the trustee is taxed at the top marginal rate on the undistributed income.
What records do I need for my share portfolio?
Contract notes or statements for each purchase and sale, dividend statements, and details of any corporate actions such as splits, buybacks or dividend reinvestment plans. We can also work from your broker or platform's annual tax statement where one is available.
Do you provide support throughout the year, or just at tax time?
Both. Alongside the annual accounting and tax work, we're available for questions and planning support throughout the year — not just once a year at lodgement.
Do I need to include crypto trading or mining in my tax return?
Yes — even straightforward crypto trading and mining activity needs to be reported. We can work out what counts as income versus a capital gain and fold it into your existing return without much extra hassle.
Property, super and capital gains
Important information: Lockyer Accounting & Tax provides accounting and taxation services. Information on this page is general in nature and does not take into account your personal objectives, financial situation or needs. Personal financial product advice — including recommendations about buying, holding or selling specific investments — may require an appropriately licensed financial adviser. Legal advice, including trust deed drafting or amendments, may require a solicitor. Where needed, we can work alongside your other professional advisers.
Get in Touch
07 5317 6040
3/2 Summerholm Rd, Hatton Vale
PO Box 396, Gatton QLD 4343
Mon to Fri - 8am to 4pm
Saturday appointments available on request