What's Included
- Preparation and lodgement of the trust tax return
- Trustee resolutions and timing reminders
- Financial statements where required
- Dealing with the ATO on your behalf
Taxation
Trust Tax Returns
Trusts come with their own rules around distributions, resolutions and deadlines. We prepare and lodge your trust return and help make sure the trustee paperwork is in order.
Who This Is For
- Discretionary family trusts
- Unit trusts
- New trusts lodging a first return
Our Process
- Send us your financials
- We prepare resolutions & the return
- We lodge with the ATO
- You get a clear summary
Pricing
Fixed-Fee Pricing
Every quote is fixed and agreed before we start work, based on the complexity of your situation. Book a free 15-minute call and we'll tell you what to expect.
Timeframe
Turnaround
We'll confirm the timeframe on your free call, based on the trust's structure and how complete your records are.
FAQ
Common Questions
What types of trusts do you work with?
We prepare returns for trusts of different kinds, such as family (discretionary) and unit trusts.
When do trustee distribution resolutions need to be made?
Many trust deeds require trustees to decide how income is distributed by 30 June. The exact requirement depends on your trust deed, so we'll check it and remind you ahead of time.
What happens if trust income isn't distributed?
Income that isn't properly distributed can end up taxed at high rates in the trustee's hands. Getting distributions and resolutions right each year is one of the main ways we help.
Can you set up a new trust as well?
Yes. Our business structure service covers trust setup, and we can look after the trust's ongoing tax returns from there.