Trust Tax Return
Fixed-fee tax returns for family and discretionary trusts, prepared and lodged with the ATO. No hourly billing. No surprises.
- Family & discretionary trusts
- Financial statements included
- Beneficiary distribution statements
- 100% online, Australia-wide
A clean set of trust accounts is formulaic. Your fee should reflect that.
For a trust holding investments or receiving clean statements, the annual return is largely a structured review. Traditional firms still price it like bespoke advisory work.
Hourly billing. Premium 'trust specialist' rates for a return that is mostly built from statements you already have.
Fixed fee. Transparent pricing. Prepared by an experienced accountant. 100% online. You pay for the work, not the office.
Not sure whether you have a trust? Find the right service for your structure →
A better way to get your trust return done
Transparent pricing
See the price on the page. No quoting process for standard trust returns, no hourly rates, no bill shock at the end.
Trusts handled properly
Distribution statements, franking credits and streaming done by an experienced accountant, not a junior working from a checklist.
Whole structure, one place
Trust, bucket company and personal returns handled together, so distributions line up across every return.
Pick the package that matches your trust
Trust return
Family or discretionary trust with tidy records
- Trust tax return
- Financial statements
- Beneficiary distribution statements
- Franking credit reconciliation
- Lodgement with the ATO
Complex
Trading trusts with employees, unit trusts, many beneficiaries, overdue years
- Everything in the standard return
- Trading activity with payroll
- Unit trusts & complex deeds
- Multiple overdue years
How it works
Tell us about your trust
Family, discretionary or unit trust, and what it holds. Unsure of details? We'll work it out with you.
Onboard online
Complete a short form and share access to your records or statements. About 10 minutes of your time.
We prepare your return
Your accountant prepares the return, financial statements and distribution statements for each beneficiary.
Review and lodge
Review your completed return, approve it, and we lodge with the ATO. Done.
“Fantastic, efficient and prompt. Couldn't ask for anything better. Highly recommended.”
Rod · Trust tax return, September 2026
Common questions about trust tax returns
How much does a trust tax return cost?
$660 inc GST for a family or discretionary trust with tidy records. Trading trusts with employees, unit trusts or overdue years get a custom fixed-fee quote in writing before any work begins. For what firms typically charge, see our business tax return cost guide.
What types of trust do you handle?
Family and discretionary trusts are our bread and butter, including trusts holding shares, ETFs or property; they have a dedicated family trust return page. Unit trusts and more complex arrangements are quoted individually.
Do you prepare distribution statements?
Yes. Beneficiary distribution statements and financial statements are included in the standard return.
Can you also do the beneficiary and bucket company returns?
Yes, and it usually makes sense to do them together so distributions line up. See our personal tax return and company tax return services, or ask us for a combined quote.
How long does it take?
We aim to prepare most returns within five business days of onboarding, provided records are in order. Turnaround varies with complexity.
What's the difference between a trust and a company?
A trust distributes its income to beneficiaries who pay tax at their own rates. A company is a separate taxpayer at the company rate. Many structures use both. Not sure what you have? Check your structure here.
The trust has not lodged for a few years. Can you help?
Yes. We regularly bring trusts up to date across multiple overdue years. See our overdue tax returns service.
Ready to get your trust return sorted?
Most clients are onboarded and lodged within two weeks.