Trust Tax Return Services
Expert Tax Compliance for Family, Unit & Discretionary Trusts
Trust structures are a powerful way to manage income, protect assets, and reduce tax liabilities—but only when they’re handled correctly. At TSK Accountants, we specialise in preparing and lodging Trust Tax Returns for all types of trusts including:
Family Trusts (Discretionary Trusts)
Unit Trusts
Hybrid Trusts
Testamentary Trusts
Our experienced tax professionals ensure your trust is compliant with Australian Taxation Office (ATO) regulations and that all beneficiaries receive accurate distribution statements and taxation advice.
What’s Included in Our Trust Tax Return Service?
Our comprehensive trust tax service includes:
Preparation and lodgement of the Trust Income Tax Return (Form T)
Preparation of Annual Financial Statements
Calculation and allocation of net income to beneficiaries
Distribution resolutions prior to 30 June
Guidance on streaming capital gains or franked dividends
Review of trust deed for compliance and entitlements
Lodgement with the ATO and follow-up of any correspondence
Ongoing trust tax planning and asset protection advice
Why Trust Tax Returns Matter
Lodging a trust tax return is mandatory if your trust earned income during the financial year. Failing to properly distribute income or lodge on time may result in:
The trust being taxed at the highest marginal tax rate (47%)
Penalties or interest from the ATO
Compliance issues with trust deeds and tax law
We make sure none of this happens to you.
What You Need to Provide
To get started, you’ll need to provide:
Trust deed and any amendments
Bank statements for the trust
Records of income earned (rent, dividends, business income, etc.)
Details of expenses, assets, and liabilities
Beneficiary details and TFNs
Prior year trust tax returns (if applicable)
We’ll take care of the rest.
Why Choose TSK Accountants?
✔ Deep expertise in trust structures and ATO compliance
✔ Fixed pricing for trust tax returns—no surprises
✔ Custom advice on tax minimisation and asset protection
✔ Based in Melbourne, serving clients across Australia
✔ Trusted by families, property investors, and small businesses
Need Help With Your Trust Tax Return?
Whether you have a family trust for investment purposes or a unit trust for business ownership, TSK Accountants ensures your trust is tax-efficient, compliant, and strategically managed.
📍 Visit us in Hoppers Crossing or connect online
📞 Call us: (03) 8721 9989
📧 Email: info@tskaccountants.com
📅 Book your trust return consultation today