Trust Tax Returns
💲 From $500 + GST, including financial statements See pricing
Family and unit trusts offer flexibility and protection, but the rules are strict. UV TAX prepares your trust tax return, distribution minutes and beneficiary statements on time, every year.
✓ Free consultation✓ Free fixed-fee quote✓ Family & unit trusts
What’s included
Trust tax return
Prepared and lodged by a registered tax agent.
Trustee resolutions
Distribution resolutions prepared before 30 June.
Distribution planning
Income allocated tax-effectively among eligible beneficiaries.
Financial statements
Trust accounts and beneficiary statements.
Learn more →Beneficiary returns
Individual returns for beneficiaries prepared alongside.
Learn more →Trust setup
New family or unit trusts established correctly.
Learn more →Why the 30 June deadline matters
In most cases, trustees must decide how trust income will be distributed by 30 June. If a valid resolution isn’t made in time, the trustee may be taxed at the top rate. We remind you early and prepare the paperwork for you.
Trust tax planning each year
Before 30 June we review the trust’s expected income and help the trustee plan distributions to eligible beneficiaries. We also check for issues such as unpaid present entitlements and make sure the paperwork supports the distributions made.
After year end, we prepare the trust financial statements, the trust tax return and beneficiary statements, and we can prepare the beneficiaries’ own tax returns too.
Why choose UV TAX
- Offices in Truganina and Point Cook, plus phone and online meetings Australia-wide
- Rated 5.0 by our clients on Google
- Registered tax agent with a Xero certified team
- Free consultation and a free fixed-fee quote before any work starts
- Plain-English advice and fast turnaround
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Lodged & done
We finalise and lodge on time, and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call us for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
Does a trust pay tax?
Usually the beneficiaries pay tax on the income distributed to them. The trustee may be taxed on income that isn’t properly distributed.
What is a trustee resolution?
It’s a written decision by the trustee about how trust income is distributed for the year. It generally needs to be made by 30 June.
How much does a trust tax return cost?
Call 0466 268 405 for a free consultation and a free fixed-fee quote.