Trust Tax Returns & Financial Statements
If you're operating a trust — whether it's a family trust, discretionary trust, unit trust or a corporate trustee structure — you're required to prepare annual financial statements and lodge a trust tax return with the ATO. Trident Accounting offers expert trust compliance services to ensure your lodgements are accurate, timely, and aligned with ATO expectations.
Based in Miranda and servicing the Sutherland Shire and NSW-wide, we help trustees and small business owners understand their reporting responsibilities and stay compliant every year.
What’s Included
- Preparation of Trust Tax Return (Form T)
- Annual Financial Statements (Profit & Loss and Balance Sheet)
- Review of trust deed and distribution resolutions
- Beneficiary distribution calculations (including minors or corporate beneficiaries)
- Division 6 income & tax estimate breakdowns
- ATO compliance checks and electronic lodgement
We also offer support with trust minutes, ASIC agent services for corporate trustees, and year-end tax planning for more complex structures.
Who We Work With
- Family or discretionary trusts
- Unit trusts with multiple beneficiaries
- Trusts used for small business operations
- Property trusts with rental income or capital gains
- Corporate trustees (Pty Ltd structures)
Whether your trust was set up for tax effectiveness, asset protection, or long-term succession planning — we help you meet your obligations with clarity and professionalism.
Learn more from the ATO: ATO – Trusts Explained
Pricing
- Trust Tax Return + Financials: From $1,400
- With GST or BAS: Up to $2,250+
Pricing depends on business activity, number of beneficiaries, bookkeeping quality, and whether you require ASIC services or tax planning. We’ll give you a fixed quote before we begin.
Check our pricing guide for full details.
Local Support for Trusts in the Sutherland Shire
While we assist trusts nationally, we regularly work with clients in Miranda, Sylvania, Gymea, Caringbah, and other areas of the Shire. Whether your trust holds investments, operates a business, or owns property, our team can guide you through each financial year with accuracy and compliance.
We’re experienced with complex family trust arrangements and work closely with your solicitor or financial advisor where needed.
Related Services
Get Expert Support for Your Trust
Trident Accounting makes trust compliance simple and stress-free. Whether you're lodging for the first time or need help untangling a messy year, we’ll handle the full return with clarity and care.
📧 Book your trust return online
📞 Call (02) 9525 2354 to speak with our trust tax specialists