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.
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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:
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Fund accounting
Accurate, timely and reconciled financial records, including investment valuations, partner allocations, and fund-level performance tracking.
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Tax compliance and lodgement
Preparation and review of fund tax returns, investor distributions, and associated reporting obligations under Australian regulations.
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Investor reporting packs
Preparation of periodic financials for LPs and stakeholders.
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ASIC & ATO coordination
Liaison and submission of required filings on your behalf, with peace of mind that your structures remain compliant.
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