Managing a trust entails legal, tax, and reporting obligations; however, with the right accountant, the process becomes transparent and manageable. At Tax Stuff, we support individuals, families, and business owners with professional trust accounting services that remove uncertainty and ensure everything remains compliant.
As experienced trust accountants, we work closely with family trusts, discretionary trusts, and business trusts, providing practical guidance on trust setup, ongoing compliance, tax returns, distributions, and record-keeping. Our approach is calm, structured, and proactive, giving trustees confidence that their obligations are handled properly and their trust is managed with care throughout the year.
At Tax Stuff, we help individuals, families, and business owners across the Central Coast set up and manage trusts with ease and confidence. A trust is a legal arrangement where a person or entity (the trustee) holds and manages assets for the benefit of others (the beneficiaries). Trusts are not legal entities but are treated as taxpayer entities for tax purposes.
We provide tailored accounting solutions designed specifically for the unique requirements of different trust structures.
Accurate bookkeeping, reporting, and compliance management to ensure your trust meets all legal and tax obligations.
Preparation and lodgement of trust tax returns with careful attention to income, deductions, and beneficiary reporting.
Guidance on trust distributions to ensure they align with the trust deed and are documented correctly.
Clear advice and year-round support to help trustees understand their responsibilities and make informed decisions.
Assistance with establishing new trusts or reviewing existing structures, often alongside company or individual structures where relevant. For clients setting up entities, this may be aligned with our company setup services to ensure everything works together from day one.
Each service is designed to reduce risk, improve clarity, and give trustees confidence in how their trust is managed.
Here’s how we support your trust from the moment you engage with us.
We take the time to understand your trust structure, objectives, and existing records.
Documentation, ledgers, and reporting obligations are reviewed and brought up to date where required.
We manage bookkeeping, provide distribution guidance, and support trustees with ongoing compliance and planning.
Tax returns are lodged, beneficiary statements are prepared, and compliance is confirmed for the year ahead.
Where relevant, trust accounting can also be coordinated with other structures such as SMSFs or broader personal and business arrangements.
" Our commitment to accuracy, compliance, and personalised service makes us the trusted partner for individuals and businesses alike. "
Brad Anthonisz - Owner
Trustees and families choose us because they want confidence, clarity, and year-round support.
Our advice often works hand-in-hand with broader considerations such as asset protection and long-term financial planning, helping trustees make informed decisions with confidence.
Trusts are powerful structures, but they require careful management to stay compliant and tax-effective. Working with a specialist makes a meaningful difference.
Would you like to book an appointment with one of our skilled accountants? Do you have a question, or would you simply like to make an enquiry? Please fill out our contact form, and a member of our friendly team will get back to you within 24 hours.
If you need support with trust tax returns, distribution assistance, family trust accounting advice, or ongoing trust management, our team is here to help.
Book a consultation today and get personalised guidance for your trust from accountants who understand trust structures and explain everything clearly.
A trust accountant manages trust compliance, prepares tax returns, assists with distributions, and ensures accurate reporting for trustees and beneficiaries.
Yes. We support a wide range of trust structures and tailor our services to each trust’s purpose.
Trustees must keep financial records, distribution documentation, and trustee resolutions in line with legal requirements.
Distributions are generally taxed in the hands of beneficiaries, depending on their individual tax circumstances.
Yes. We prepare and lodge trust tax returns and ensure all reporting obligations are met.
Absolutely. We prepare beneficiary statements and ensure distributions are documented correctly.
Non-compliance can result in penalties or disputes. We help trustees address issues and restore compliance.
Many trustees benefit from at least an annual review, with additional support as needed.
Yes. We can review trust deeds and work with legal professionals where amendments are required.
We offer transparent pricing based on the complexity and needs of the trust.
Yes. We can review and transition existing trusts smoothly.
Yes. We assist with trust setup and restructuring to ensure the structure aligns with your goals.
