Get assistance in lodging your Trust Tax Return quick and easy online.

Our team is ready to help you prepare, lodge and get up to date with all your tax obligations.

Trust tax return

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Get POP Business
to lodge your trust tax returns

Just because we’re lodging your trust Tax Return online, doesn’t mean you won’t speak to a real qualified accountant.

POP Business is based in Sydney, so all you have to do is book your over-the-phone
tax consultation with one of our expert accountants today.

You’ll also learn how our range of accounting services can help you achieve your business goals.

Why POP Business?

A Trust is a legal entity that is required to lodge an annual Trust Tax Return which reports the financial summary of the Trust’s activities to the Australian Taxation Office.

Generally, a Trust will distribute the profit to its beneficiaries, with the income reportable in the beneficiary Returns.

A Trust is great for tax minimisation as you can distribute income in accordance with the Trust Deed to beneficiaries in a tax-effective manner.

We’re experts in tax minimisation and trust tax returns, so get in touch to get it done right.

Australian businesses that love our services include:

What Our Customers Say

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"The team at POP Business have been amazing for Sprintlaw. We have received high-impact and high-quality strategic counsel and tax accounting service from them. They represent truly modern-day accountancy at its finest."

"POP Business was the perfect accounting partner for Quicka when it came to finding an accounting firm. As a new and growing business, they took the time to really understand our business model. Highly recommend them for new and growing businesses."
"Professional, knowledgeable and friendly accountants, who take the stress out of finances and tax. I highly recommend using POP Business for a seamless experience."

"I found POP Business to be extremely helpful providing technical tax advice. They went above and beyond in every situation to ensure I had a smooth experience. I cannot recommend them more."

"As a small business owner I'm constantly managing my cash flow and looking to find value in any service I take up. I found POP Business online and found their pricing to be affordable with great service. Very happy with the team at POP."

Using POP Business has been incredible for my own business. Their team has been so helpful and understanding. I couldn’t recommend them more as an accounting partner for any new and growing business."

Whatever your tax needs, our team of experienced POP Business Accountants have got you covered.

Perhaps your small business is behind on your annual tax obligations?

Maybe you’d like to know if there’s other smart ways you can minimise your tax?

Or, it could be you’re looking for expert advice on how to growth-hack your business.

Good news. POP Business are the pros at all three. Tax shouldn’t have to be so… well, taxing. Drop us a line and you’ll never look back.

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Senior Accountant
Sidney Cachuela
Business Consultant
Patrick Sargent
Chartered Accountant
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Trust Tax Return:
Frequently asked questions

A Trust tax return is prepared based upon the financial statements. If you need the accounts reconciled the team at POP can attend to this.

Once the financial transactions are reconciled and the financial statements have been prepared (which will include the accounting distributions and beneficiary accounts), the Trust tax return can be prepared by a POP Trust expert.

It is important to ensure the information reported is accurate as the distribution income will be pre-filled by the ATO into the beneficiary’s tax returns. If their tax returns are already submitted the ATO may automatically amend to include the distributable income

A Trust does not have to pay income tax on income that is distributed to the beneficiaries, however, it is required to pay tax on any undistributed income. 

If the income is not distributed from a trust it is taxed at the highest individual marginal tax rate.

It is beneficial in almost all circumstances to distribute the income to the beneficiaries per the Trustees annual resolution.

If the Trust is a Unit Trust, then the taxable income is distributed proportionately based on the unit holding.

If you lodge the trust tax return yourself it is due by 31 October. 

If you lodge through a registered tax agent like POP Business, generally the lodgement date will be March-May the following year. The exact date differs between Trusts so you’ll need to get in touch.

No, trusts are not subject to double taxation. Any taxable income that is distributed to the beneficiaries of the Trust is taxed in the beneficiaries tax returns.

Our trust tax return starts at $2,500 plus GST.

The size and complexity of the Trust can add additional time and technical expertise.

If bookkeeping is required, the time will be billed separately to the Trust tax return and financial statements.

You can get started by simply filling out the enquiry form on this page.

You can also email [email protected]

The turnaround time will be within 4 weeks, however faster times are available providing the information is requested to prepare is supplied in a timely manner.

Lodging online has never been easier thanks to cloud-accounting software and smart-tech.

You can provide user access to your online accounting software so we can get the required business transactions for the tax lodgement.

We will communicate via phone and email, noting if any technical issues need to be resolved we can arrange a video call.

Yes. You can find POP Business’s office smack-bang in the heart of Surry Hills, in Sydney. Level 1, 285A Crown St, Surry Hills NSW 2010 (open in Google Maps).

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