Family and unit trusts
Trust set-up, distribution planning before 30 June, trust returns and the corporate trustee, done right every year.
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Each year
What you need to do
- Distribution resolution by 30 June
- Trust tax return and financial statements
- Beneficiary statements
- ASIC review for the trustee company
We track every one of these for you and remind you in time.
Services
How we help
Trust tax return
Family and unit trust returns, with distribution resolutions made on time and matched to each beneficiary.
Family (discretionary) trust
A family trust deed prepared, the trust set up and registered, with a corporate trustee if you want one.
Unit trust
A unit trust for unrelated owners sharing a business or property, with the deed, units and registrations.
Trustee company
A company set up to act as trustee of your family trust, unit trust or SMSF.
Tax planning before 30 June
A meeting before year end to look at timing of income and expenses, super contributions, trust distributions and asset purchases.
ASIC annual review
Your company statement checked, the solvency resolution prepared and the review fee paid on time.
Questions
Common questions
General information only, not advice for your situation.
Who should our trust distribute to?›
It depends on each beneficiary's income and the ATO's rules. We model it with you before 30 June each year.
Find out who would look after you
Confidential · No obligation · Registered tax agent 26173619