Trust Tax Returns

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
- Does this apply to you?
- Trust has investments e.g. shares, ETFs, commercial/residential investment property
TRUST TAX RETURN & FINANCIALS
- 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
Key tax benefits under family trust
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

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