Trust Tax Returns

We are specialist Trust tax return adviser in Brisbane, we don’t believe in just preparing tax return but advice our client on various tax saving strategies we built over a long period of time.

Trust tax structure is very widely used in Australia to reduce tax bill and as an asset protection tool.

If planned properly Trust can save you a lot of money in tax legally.

As part of our Trust tax return service we have a pre-June 30 meeting with our clients and look at their individual situation including tax position of beneficiaries of the trust and advise them how to distribute profits in the trust which results in minimum tax payable by the family.

TRUST TAX RETURN - NON-TRADING

From$800+GST

Does this apply to you?
Trust has investments e.g. shares, ETFs, commercial/residential investment property

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TRUST TAX RETURN & FINANCIALS

From1,000+GST

Does this apply to you?
Trust has annual turnover of up to $200K
Bank transactions are reconciled in Xero
Additional fee apply for correcting bookkeeping and processing EOFY journals

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Key tax benefits under family trust

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Discretion to distribute income under family or discretionary trust – A trustee has flexibility under the trust deed to distribute profits under the trust to beneficiaries and he distributes higher profits to a member on the low tax rate. Beneficiary on the top tax rate can be distributed very low or no profits giving the family best tax outcome.

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Capital Gain – Capital gain can be distributed to the beneficiary/family member and individual beneficiary get the benefit of capital gain discount.

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Dividend – Just like capital gain fully franked dividend can also be distributed to beneficiary/ family member making him, her entitled to franking credits.

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Of course, there are many more, please book us for a discussion.

Trust as a tool for asset protection

Discretionary trusts have traditionally been very popular vehicles to hold assets away from a ‘highrisk’ individual. Trust property would be protected in the event that a discretionary trust beneficiary found themselves in some kind of trouble (e.g., because they had become bankrupt or were involved in a relationship breakdown).

It’s important to choose the right trusts and strategies that are suited for your specific needs and situation and to this end