Funds Management Services
Specialised Fund Accounting & Tax Support for Australian Investment Managers
At Fintree Advisory, we provide discreet, expert-level accounting and tax support tailored for venture capital, private equity, and managed investment schemes operating in Australia.
We work with fund managers who value accuracy, efficiency, and trusted relationships—delivering ongoing accounting support and compliance without unnecessary complexity or advisory add-ons.
Our Services
We specialise in ongoing fund financial operations including:
-
Fund accounting
Accurate, timely and reconciled financial records, including investment valuations, partner allocations, and fund-level performance tracking.
-
Tax compliance and lodgement
Preparation and review of fund tax returns, investor distributions, and associated reporting obligations under Australian regulations.
-
Investor reporting packs
Preparation of periodic financials for LPs and stakeholders.
-
ASIC & ATO coordination
Liaison and submission of required filings on your behalf, with peace of mind that your structures remain compliant.
Get in Touch
