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Professional Tax Services for Trusts

Professional Tax Services for Trusts

Professional Tax Services for Trusts

Managing a trust comes with unique tax responsibilities. At Tax Savers, we make trust tax returns simple. We take care of everything—from preparing the trust’s annual return to ensuring income is distributed and reported correctly. Whether you have a family trust, unit trust, or discretionary trust, we help you stay compliant and in control.

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Our Business Tax Process

Our Business Tax Process

Why Choose Tax Savers for Your Business Tax?

In-Depth Consultation
In-Depth Consultation
  • Business Review
  • Goal Setting
  • Custom Tax Plan
Personalized Tax Plan
Personalized Tax Plan
  • Minimise Business
  • Tax Maximise Tax Savings
  • Ongoing Tax Planning
Industry-Specific Expertise
Industry-Specific Expertise
  • Industry Knowledge
  • Specific Tax Savings
  • Proven Experience
Maximise Tax Deductions
Maximise Tax Deductions
  • Claim All Deductions
  • Find Tax Credits
  • Lower Tax Bill
Periodic Tax Reviews
Periodic Tax Reviews
  • Review Tax Plan
  • Adjust to Changes
  • Ensure Tax Compliances
Clear Communication
Clear Communication
  • Easy to Understand
  • Know Your Options
  • Clear Tax Advice
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Trust Tax Deductions

Trust Tax Deductions

Make sure your trust claims all eligible deductions. We’ll help you identify and claim business-related expenses, including:

  • Accounting and admin fees
  • Property and investment costs
  • Professional services
  • Management expenses
  • Technology and software

We ensure all claims follow ATO rules and are backed by proper records.

Trust Tax Deductions
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Trust Tax Checklist

Trust Tax Checklist

Trust Tax Checklist
  • Trust financial statements
  • Income distribution statements
  • Expense receipts and invoices
  • Investment or rental income records
  • Capital gains or asset details
  • Loan and depreciation schedules

Need support gathering your documents? We’ll help every step of the way.

Smart Tax Planning for Trusts

Smart Tax Planning for Trusts

Good planning means fewer surprises. We help trustees and beneficiaries:

  • Minimise tax legally
  • Plan for income distribution
  • Protect assets effectively
  • Stay compliant year after year
Smart Tax Planning for Trusts

ATO Audit Support for Trusts

If the ATO reviews your trust, we’ll be right by your side. From providing documents to managing communication, our team ensures a smooth process with expert support.

Book your consultation today
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What our Client’s say

  5.0

I had an excellent experience with Abdul at Tax Savers. His expertise in tax planning and dedication to clients’ needs are truly impressive. Abdul is thorough, knowledgeable, and takes a personalized approach to ensure every detail is carefully managed.

Muhamid Siddiqui
Muhamid Siddiqui

02 Mar 2025

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  5.0

Abdur has been an excellent help with our tax returns. He is professional, knowledgeable, and incredibly supportive throughout the process. He made the entire filing experience stress-free and ensured we got the best outcome. I highly recommend him for anyone.

Kunal Aggarwal
Kunal Aggarwal

01 Feb 2025

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  5.0

I had a great experience with Tax Savers. The staff was friendly and knowledgeable, making the taxation process smooth and stress-free. They helped me maximise my deductions and guided me through the details of my tax return. I highly recommend.

Muhammad Umair
Muhammad Umair

01 Feb 2025

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Partner with Us for Business Tax Success

Partner with Us for Business Tax Success

Partner with Us for Business Tax Success

Ready to take control of your business tax and achieve your financial goals? Contact Tax Savers today. Our expert team is here to provide the guidance and support you need.

Book Your Appointment Contact Us
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Frequently Asked Questions

A trust is a legal structure that holds assets or income for the benefit of others. It’s managed by a trustee, who is responsible for distributing income and lodging the trust’s tax return with the ATO.

Yes. Every trust must lodge a tax return each year, even if it hasn’t made a profit. The return shows income received, expenses claimed, and how the income was distributed to beneficiaries.

Generally, the beneficiaries who receive the income pay the tax on their share. If income isn’t distributed, the trust may pay tax on that portion at the top marginal rate.

Trusts can claim deductions for expenses that relate to earning income—like admin fees, investment costs, professional services, and loan interest. All deductions must be properly documented.

Trusts should keep financial statements, distribution records, invoices, loan documents, and any details of income, capital gains, or investment earnings.

Yes, a family trust can distribute income to children, but there are tax rules around this. Some distributions to minors may be taxed at higher rates. We can help you distribute income in a tax-effective way.

A discretionary trust allows the trustee to decide how income is distributed among beneficiaries. It’s commonly used for families and small businesses due to its flexibility in tax planning.

Trust income is taxed at the beneficiary’s personal tax rate if it’s distributed. If income is retained in the trust, it may be taxed at the highest individual tax rate.

If lodged through a registered tax agent, the due date is usually around 15 May of the following year. If lodging yourself, the deadline is 31 October.

It’s strongly recommended. Trust tax rules are complex, and a qualified accountant ensures everything is accurate, compliant, and tax efficient.
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