Trusts
Answer a few simple questions to receive an indicative fixed-fee quote in minutes. Packages from $990.
Is this trust part of a broader family or business group with other entities?
What type of trust is this?
Select all activities that applied during the year.
Approximate annual turnover.
How many beneficiaries receive income?
Select all that apply.
How are the trust’s financial records maintained?
Turnaround times commence once we have received all required information and documents.
Frequently asked questions
TAP Advisory trust annual compliance packages start from $990. The indicative fixed fee depends on trust type, activity, accounting records, beneficiaries, GST and any special circumstances such as CGT or foreign income.
The package includes financial statement preparation (where required), trust tax return preparation and lodgement, beneficiary income allocation, secure client portal access and electronic lodgement.
Large family groups and complex trust structures receive a tailored upfront fixed fee after a short review.
From business setup and tax to ongoing accounting and advice, we're here to support you at every stage of your journey