FBT Solutions

02 8079 2924

FBT Compliance Solutions

Take the burden out of your annual FBT return preparation

We can help with resources and ensure the accuracy of your lodged FBT return.

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fbt-solutions-compliance-icon How we can help

We apply a proactive approach to assist you in meeting your FBT return requirements. We have developed a number of solutions to assist you in meeting your annual compliance obligation. Alternatively, we can tailor a solution to meet your needs or perform a post lodgement review.


1. FBT Return Preparation – outsourcing

We specialise in the outsourcing of the annual FBT return preparation. Let us take the burden of preparing your FBT return off your hands. We provide a full outsource solution that can be offered on an annual, six monthly, quarterly, bi-monthly or monthly basis.

Our approach is comprehensive, and includes the following Planning, Training, Analysis, Consideration of valuation methods, Year end processes, Preparation, Lodgment and Post lodgement debrief.


2. Return Reviews – the bundled service

We specialise in the outsourcing of the annual FBT return preparation. Let us take the burden of preparing your FBT return off your hands. We provide a full outsource solution that can be offered on an annual, six monthly, quarterly, bi-monthly or monthly basis.

Our approach is comprehensive, and includes the following Planning, Training, Analysis, Consideration of valuation methods, Year end processes, Preparation, Lodgment and Post lodgement debrief.



3. Tailored Review – meeting your needs

We are happy to tailor a review to meet your needs. This may involve us being involved in a number of ways:

  • performing a review of certain benefits only
  • project managing the return preparation process
  • acting as a sounding board for queries during the preparation process
  • providing advice on a big ticket item or event


4. Post Lodgement Review – ways to improve

You may prefer to prepare and lodge the FBT return yourself and get us involved to review the process post lodgement. A post lodgement review can take a variety of forms, including:

  • running a workshop to discuss the process
  • documentation of the process
  • reviewing the return and workpapers
  • identifying the key opportunities and risks

A key advantage of a post lodgement review is that it can be undertaken when the pressure is off the actual return preparation, improvements can be considered and implemented. If through this process, an overpayment or underpayment is identified, consideration for amendment can be discussed.