Personal & family services
Trust tax returns and distribution planning
Family and unit trusts administered properly: distribution resolutions made on time, beneficiaries’ tax considered, and the annual trust return prepared and lodged.
From $300/mo · ex GST
What’s included
- Trust tax return and financial statements
- Distribution planning and trustee resolutions before 30 June
- Beneficiary statements and tax return coordination
- Section 100A and Division 7A reviews
- Trust deed review and variations (with your lawyer)
- Family trust election advice
Who it’s for
- Family trusts running a business or holding investments
- Unit trusts with multiple owners
- Families with a trust and a company beneficiary
- Trustees unsure if resolutions were done correctly
The 30 June deadline matters
Trustees generally need to decide and record how income is distributed by 30 June. Late or poorly worded resolutions can mean the trustee is taxed at the top rate.
The ATO also focuses on distributions to adult children and companies, so we review who receives income and why.
How it works
Getting started is simple
01
Free discovery call
A 20-minute conversation about your situation, deadlines and goals. No obligation.
02
Fixed quote & onboarding
A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.
03
Ongoing partnership
Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.
Trust Tax Return: common questions
When must trust resolutions be made?
Generally by 30 June each year, unless the trust deed requires an earlier date. We’ll remind you and help prepare them.
Can a trust distribute to a company?
Yes, but it has Division 7A and other implications. We’ll explain the trade-offs.
Do you review trust deeds?
We review deeds for tax purposes and work with your lawyer when changes are needed.
Related services
Business Tax Planning
A pre-30 June review of profit, structure and timing, while there’s still time to act.
Company Tax Return
Company tax returns, financial statements and Division 7A, handled by a Chartered Accountant.
SMSF Administration
SMSF accounts, annual returns and audit coordination, done properly each year.
Ready for a clearer picture?
Book a free 20-minute call with Kishan. No obligation.