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Trust Tax Return

Whether you are a trustee of a discretionary trust, unit trust or hybrid trust, we have the knowledge and resources to optimise your tax position while ensuring compliance with all legal requirements. We offer a streamlined service to help you lodge your trust tax return.

Our tax experts are committed to helping you manage your trust’s tax obligations effectively and efficiently. We work closely with you to maximise tax benefits, minimise liabilities, and enhance overall financial performance for your trust. We provide comprehensive trust tax return solutions explicitly tailored for trusts.

Key Services

  • Income Tax Filing
    We handle all aspects of income tax reporting, including income earned from investments, rental properties, and other sources. With our trust tax return services, you can ensure accurate and compliant income tax filings for your trust.
  • Capital Gains Tax
    As a trust, you may be liable for a CGT if your trust sells assets at a profit. We help you navigate the complexities of CGT calculations and reporting for trust assets disposed of during the tax year.
  • Goods and Services Tax Reporting
    We assist in GST registration, reporting, and compliance and help you accurately report GST and claim GST credit in your trust tax return.
  • PAYG Withholding Compliance
    We help you accurately withhold tax from payments made to employees and contractors and report these withholdings to the ATO in your trust tax return.

Book an Appointment

Contact us today to learn more about how we can assist you in filing your trust tax return.
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