We assist clients with the preparation and subsequent lodgement of their annual trust tax returns. Our tax team are experienced with a range of trusts including discretionary, hybrid, unit and bloodline trusts.
Whilst we acknowledge that the area of trust tax law is a very complicated our clients benefit from the experience of our trusted tax agents. We offer a full suite of trust accounting services from formation, to administration and vesting.
Our tax team assist trustees with management of trust distributions, minutes & resolutions. We actively advise clients on key trust tax issues including dividend streaming, Unpaid Present Entitlement issues and trust tax loss issues.