Trust Tax
Trust tax time shouldn’t be a source of stress or uncertainty, yet for many, it’s a juggling act of rules, reporting, and making sure every beneficiary is looked after.
More than 16 years in this business,
ATO Compliant Accountants
Even a small oversight can mean lost tax opportunities…
…or trigger questions from the ATO. Do you ever wonder if your trust tax return is truly capturing every detail, or worry about missing a critical distribution or asset? For trustees, the pressure is real: getting the numbers right, handling multiple beneficiaries, calculating capital gains, and ensuring the trust deed is followed to the letter.
Managing a trust return isn’t just about filling in a form:
- Pulling together all income and expenses, so nothing is overlooked
- Reviewing investments and assets, property, shares, crypto, and more
- Preparing clear, fair distribution schedules for every beneficiary
- Understanding income streaming, bucket companies, and distribution to minors or different beneficiary classes
- Checking that every distribution and action aligns with the trust deed
- Looking ahead to optimise tax outcomes with smart planning
- Making sure compliance is watertight—because the ATO expects nothing less
Here’s why we are here :)
Providing reliable trust tax expertise when it matters most, for you and your beneficiaries.
For trusts with assets, we handle depreciation, capital gains, and maintain a full fixed asset register
Complex portfolios? We manage investments of all types, including shares, ETFs, rental properties, and crypto, so everything is correctly reported
Customised distribution schedules for each beneficiary, even when you have bucket companies, minors, or multiple classes
Add-ons for extra beneficiaries, family trust elections, Division 7A reviews, and fast-tracked lodgment if time is tight
Strategic tax planning for distributions, so you maximise benefits and minimise issues
Easy Process. Sensible pricing.
Carefully tailored for every stage of life, making the creation of your trust easy and worry-free.
|
Base Package
From $950
Exclude GST
|
Standard Package
From $1400
Exclude GST
|
Comprehensive Package
From $2200
Exclude GST
|
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| Purpose | Simple Trust | Trust with Assets & Investments | Complex Trust |
| Preparation & Lodgment | Trust Tax Return (Form T) | Trust Tax Return (Form T) | Trust Tax Return (Form T) |
| Distribution schedule | Up to 2 Beneficiaries | Up to 4 Beneficiaries | Complex Distributions* |
| Simple income & expenses | No depreciation schedule | With Depreciation Schedule | With Depreciation Schedule |
| Fixed Assets Register | |||
| Capital Gains Tax calculation | Property/Shares/Crypto Sales | Property/Shares/Crypto Sales | |
| Multiple investments | Shares, ETFs, Rental Properties, Crypto | ||
| Tax planning strategies for distributions | |||
| Review of trust deed compliance |
Definitions*
- Complex distributions includes handling income streaming, bucket companies, minors, multiple classes of beneficiaries
Add-ons
Additional Beneficiary Distribution:
$150 + GST per beneficiary
Financial Report (Balance Sheet & Profit & Loss):
$550 + GST
Family Trust Elections (FTE) or Interposed Entity Elections:
$300 + GST
Division 7A & Loan Agreement Review:
From $450 + GST
Priority 5-business-day turnaround:
+20% surcharge
Bookkeeping charge:
From $500 + GST
In need of some clarifications before connecting with us?
What if my trust has more than two beneficiaries?
We can handle trusts with multiple beneficiaries, including complex distributions—just let us know your needs.
What if my trust deed is complicated or hasn’t been reviewed?
We review your trust deed for compliance as part of our comprehensive package, so you stay protected and avoid costly mistakes.
Can you help with tax planning for distributions?
Yes, our strategies help you distribute income in the most tax-effective way, whether to individuals, companies, or minors.
Can you manage capital gains and different types of investments?
Absolutely. We process property, shares, ETFs, and crypto sales, making sure every gain or loss is accurately reported.
Easy processes, happy customers :)
See why customers love us. Find what resonates with you.
Professional oversight for your trust’s tax obligations.
It is our duty to clarify your doubts, so you can make better informed decisions with your trust.
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