Your family trust's annual return, prepared and lodged with the ATO for a fixed fee. Whether it holds investments, runs from a spreadsheet, or just distributed to the family this year.
A family trust that holds investments and distributes to the family each year is well-trodden work: statements in, distributions confirmed, return out. Traditional firms still price it as bespoke advisory.
Hourly billing at trust-specialist rates, for a return built mostly from statements you already have.
Fixed fee. Prepared by an experienced accountant. 100% online. You pay for the work, not the office.
Unit trust, or a trading trust with employees? See our standard trust tax return service →
$660 for a standard family trust return, on the page before you start. Genuinely complex trusts get a fixed-fee quote in writing, never an hourly rate.
Reconciled software, broker and bank statements, or a tidy spreadsheet all work. Many family trusts don't need accounting software, and we won't make you buy one.
Trust, bucket company and beneficiary returns prepared together, so distributions line up across every return.
Family or discretionary trust with tax-ready records
Trading activity with payroll, many beneficiaries, overdue years
Who the trustee is, what the trust holds, and where the records live. A spreadsheet is a fine answer.
Complete a short form and share your records or statements. About 10 minutes of your time.
Your accountant prepares the return, financial statements and a distribution statement for each beneficiary.
Review the completed return, approve it, and we lodge with the ATO. Done for the year.
$660 inc GST for a family or discretionary trust with tax-ready records, including financial statements and beneficiary distribution statements. Trading trusts, many beneficiaries or overdue years get a custom fixed-fee quote in writing first. For what firms typically charge, see our trust tax return cost guide.
Mostly, yes: a family trust is a discretionary trust run for a family group, and the tax return is the same either way. Whichever your deed calls it, this is the right page and the price is the same.
Yes. A tidy spreadsheet, or your bank, broker and managed fund statements, is a fine starting point, and many family trusts never need accounting software. Send us what you have and we'll let you know if anything needs sorting before we start.
Often the trustee company exists only to act as trustee and earns nothing in its own right. What the ATO requires from it depends on its circumstances, so we confirm that as part of the trust engagement. Where a return is needed, it is usually a dormant-style company return at $330.
Its first tax return, covering establishment to 30 June. We check the registrations are in place, prepare the first financial statements and distribution statements, and lodge. First-year trusts are usually the standard $660.
Yes. Beneficiary distribution statements, financial statements and franking credit reconciliation are all included in the standard return.
Yes, and it is usually the right move, so distributions line up across every return. Beneficiary personal returns are from $150 each alongside the trust return, and a bucket company is handled as an investment company return. Ask for a combined quote.
An announced measure, proposed to apply to discretionary trusts from 1 July 2028, with tax applying at the trustee level and beneficiaries receiving a credit for it. It is not yet law and changes nothing for your current return. Our guide to how family trusts are taxed covers it.
Most clients are onboarded and lodged within two weeks.