Trust Accountant

Expert Tax Solutions for Individuals and Businesses

Helping You Manage Trust Structures with Confidence & Compliance

Trusts can be an effective way to protect assets, distribute income, and minimise tax liabilities, but they also come with complex tax obligations and compliance requirements. At Perth Tax Professionals, we specialise in trust accounting, tax planning, and compliance, ensuring your trust operates efficiently and in accordance with Australian tax laws.

Whether you’re setting up a new trust or need expert advice for an existing one, our trust accountants provide personalised strategies to help you maximise tax efficiency, meet legal requirements, and protect your wealth.

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Trust Setup & Structuring

Assist with the establishment & registration of trusts.
Help choose the right trust type (family trust, unit trust, discretionary trust, hybrid trust).
Provide guidance on trust deeds & trustee responsibilities.

Trust Tax Returns & ATO Compliance

Prepare & lodge trust tax returns to meet ATO requirements.
Ensure accurate tax reporting for distributions & income allocations.
Keep your trust fully compliant with ATO trust taxation laws.

Asset Protection & Trust Structuring

Help structure trusts for maximum asset protection & tax efficiency.
Ensure trust assets are legally safeguarded.
Advise on strategic income distribution for beneficiaries.

Distributions & Beneficiary Tax Planning

Ensure tax-efficient trust income distributions to beneficiaries.
Advise on trust taxation rates & potential deductions.
Assist with franking credits & tax offsets for distributed income.

Ongoing Trust Administration & Advisory

Ensure compliance with trustee obligations & reporting deadlines.
Provide guidance on changes to tax laws affecting trusts.
Assist with trust restructuring & succession planning.

Who We Help

Family Trusts – Asset protection & tax-effective wealth distribution.
Discretionary Trusts – Flexible income distribution & tax minimisation strategies.
Unit Trusts – Investment tax planning for unit holders.
Hybrid Trusts – Custom structures for tax & asset protection benefits.
Trustees & Beneficiaries – ATO compliance, tax efficiency & income distribution support.

Why Choose Perth Tax Professionals for Your Trust Accounting?

55+ years of combined expertise in trust taxation & structuring
Registered Tax Agents & Chartered Accountants
Expert guidance on trust tax returns, distributions & compliance
ATO-compliant trust structuring for maximum tax efficiency
Personalised strategies for asset protection & wealth management
Proactive, client-focused trust administration & tax support

Frequently Asked Questions

We understand that tax and accounting can be challenging, time consuming, and often overwhelming.
At Perth Tax Professionals, we are here to make the process easier for you. Our team is dedicated to providing clear, straightforward guidance to help you navigate your financial obligations with confidence.

What is a trust accountant?

A trust accountant is a financial professional who manages and reports on the financial activities of trusts. This includes tracking income, distributions to beneficiaries, investment performance, and ensuring compliance with tax and legal obligations. Trust accountants often work with family trusts, investment trusts, or legal/real estate trust accounts.

Do trusts need an accountant?

Yes, most trusts benefit from having an accountant. Trusts have complex tax and compliance requirements, including annual financial statements and trust tax returns. An accountant ensures that distributions are handled correctly, obligations to the ATO are met, and the trust structure operates efficiently and legally.

How do trust accounts work in Australia?

In Australia, a trust account is a legal structure where assets are held by one party (the trustee) on behalf of another (the beneficiary). The trustee has a legal obligation to manage the trust’s assets responsibly and in the best interests of the beneficiaries, in line with the trust deed.