Fixed-fee tax returns for family and discretionary trusts, prepared and lodged with the ATO. No hourly billing. No surprises.
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 →
See the price on the page. No quoting process for standard trust returns, no hourly rates, no bill shock at the end.
Distribution statements, franking credits and streaming done by an experienced accountant, not a junior working from a checklist.
Trust, bucket company and personal returns handled together, so distributions line up across every return.
Family or discretionary trust with tidy records
Trading trusts with employees, unit trusts, many beneficiaries, overdue years
Family, discretionary or unit trust, and what it holds. Unsure of details? We'll work it out with you.
Complete a short form and share access to your records or statements. About 10 minutes of your time.
Your accountant prepares the return, financial statements and distribution statements for each beneficiary.
Review your completed return, approve it, and we lodge with the ATO. Done.
$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.
Family and discretionary trusts are our bread and butter, including trusts holding shares, ETFs or property. Unit trusts and more complex arrangements are quoted individually.
Yes. Beneficiary distribution statements and financial statements are included in the standard return.
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.
We aim to prepare most returns within five business days of onboarding, provided records are in order. Turnaround varies with complexity.
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.
Yes. We regularly bring trusts up to date across multiple overdue years. See our overdue tax returns service.
Most clients are onboarded and lodged within two weeks. Get started today, or contact us with questions.