Trust tax return
Family and unit trust returns, with distribution resolutions made on time and matched to each beneficiary.
What's included
- The trust tax return and financial statements
- Distribution planning before 30 June and the trustee resolution
- Beneficiary statements matched to each beneficiary's return
- Section 100A and family trust election checks
- Unpaid present entitlements to companies reviewed
How it works
- 1Book a call and agree the scope and fee
- 2We send a short checklist and set up secure access
- 3Your account manager prepares the work
- 4A partner reviews it, and we go through it with you
- 5You sign, and we lodge
Questions
Common questions
General information only, not advice for your situation. Rules change; we check what applies to you.
Who should the trust distribute to this year?›
It depends on each beneficiary's other income and the ATO's rules on reimbursement agreements. We model the options before 30 June.
What happens if we miss the 30 June resolution?›
The trustee may be taxed at the top rate on the income, or the deed's default beneficiaries may be taxed. Talk to us before 30 June.
Related
Individual tax return
Wages, investments, shares and super income, with every deduction you are entitled to and nothing you are not.
Tax return with ABN income
For sole traders and contractors: business income and expenses, assets, and the right PAYG instalments for next year.
Rental property schedule
Rental income and expenses, interest, depreciation and capital works, for each property you own.
Talk to us about this service
Confidential · No obligation · Registered tax agent 26173619