Trust Tax Returns
(Form T)
Protect family wealth with optimised trust distributions and bulletproof compliance. Numberz handles discretionary, unit, and hybrid trusts — with IPA-reviewed returns and direct ATO lodgement.
Australian Standards
What is a Trust Tax Return?
A Trust Tax Return (Form T) is an annual ATO lodgement for all Australian trusts — discretionary, unit, hybrid, and testamentary. Unlike companies that pay tax at a flat rate, trusts distribute income to beneficiaries who are then taxed at their individual marginal rates. Getting distributions right is critical: the difference between a well-optimised and a poorly planned distribution can cost tens of thousands in unnecessary tax.
Why Trusts Choose Numberz
Distribution Optimisation
We model the most tax-effective distribution strategy across all beneficiaries — considering marginal rates, franking credits, and CGT discounts before year-end.
CGT Streaming
Correctly stream capital gains to specific beneficiaries to access the 50% CGT discount, ensuring resolutions are documented and compliant with Section 115-228.
Family Trust Election (FTE)
We manage your Family Trust Election to ensure distributions remain within the family group, avoiding the family trust distribution tax of 47%.
Section 100A Compliance
Proactive review of trust distributions to ensure they are not caught by the ATO's renewed focus on Section 100A reimbursement agreements.
How It Works
Sync Trust Data
Connect your trust's Xero or upload financials. We import all income, expenses, and asset registers.
Distribution Modelling
Our engine models optimal distributions across beneficiaries before year-end to minimise total tax.
IPA Review & FTE Check
A dedicated trust-specialist IPA verifies resolutions, FTE status, and Section 100A exposure.
Lodgement & Reporting
You sign digitally and we lodge with the ATO. Each beneficiary receives their distribution statement.
Trust Structures We Support
Discretionary Trust
(Family Trust)The most common Australian trust. Trustee has discretion over how income is distributed to beneficiaries each year.
Unit Trust
(Fixed Trust)Beneficiaries hold fixed 'units' and receive income proportional to their holding. Common in property investments.
Hybrid Trust
Combines features of discretionary and unit trusts. Offers flexibility but requires careful compliance management.
Testamentary Trust
(Will Trust)Created by a will upon death. Offers unique tax advantages for minor beneficiaries under adult marginal rates.
Frequently Asked Questions
Ready to Lodge Your Trust Return?
Get your trust tax return done accurately, on time, and with optimised distributions — all for a fixed price.
Start Trust Return