Family Trust Tax Return

Are you operating your business as a Family Trust?

We specialise in preparing and processing Family Trust tax returns for businesses operating in a variety of industries including construction, professional services, hospitality and retail.

About this service

This service is ideal for businesses operating as a family discretionary or fixed trust. Your tax return will be prepared by a certified public accountant (CPA) and lodged with the ATO electronically. Our Family Trust Tax Return service includes the following tax items:

• Preparation and lodgment of your Trust tax return
• Detailed business schedule
• Depreciation schedule on Trust assets
• GST & PAYG reconciliation
• Capital Gain Tax (Where applicable)
• Profit & Loss and Balance Sheet
• End of year journal entry to adjust your accounting system

How much will it cost to prepare and lodge my Trust Tax Return?

The price will vary depending upon the level of business activity in the trust and the quality of your record keeping. However we price is generally between $660 and $1650.

Can I pay you from my refund?

Yes we can take our fee out of your refund at no additional fee.

How long does it take to receive my tax refund?

Generally between 7 to 10 days. Taxpayers receiving Family Assistance payments may take up to 14 days

Are you Qualified Accountants?

Yes we are both registered tax accountants and registered tax agents with the ATO

When can I make an appointment?

Are current appointment hours are:

Monday	9am - 9pm
Tuesday	9am - 5pm
Wednesday	9am - 9pm
Thursday	9am - 9pm
Friday	9am - 5pm
Saturday (By Appointment)	10am - 4pm
Sunday	Closed

How can I contact you?

Office	11 Olsen St Frankston Vic 3199
Phone	03 9783 2605