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Sydney Trust Tax Returns Lodge Service - $599.85*

Trust Tax Return - Enquire


Vincent Kang CPA



1300 829 666

Sydney Trust Tax Returns Lodge Service - $599.85*


Tax Return Service




Tax Return Service




Tax Return Service




Tax Return Service




Tax Return Service



* All prices on this page are quoted 'from'.

Looking for an Accountant or Tax Agent to help lodge your Trust Tax Return?

A trust can help to protect your assets and maintain long term wealth. While it doesn’t suit everyone’s financial needs or goals, when applied to the correct circumstances it can produce a number of benefits. As a legal deed, the setup and management of a trust comes with tax obligations set by the Australian Tax Office which include lodging a Trust Tax Return every financial year. These tax returns can be complex, depending on the amount of wealth your trust holds and its distributions to beneficiaries over the course of a year. Things can also get complicated where family relationships deteriorate, so using an independent trust accountant helps to make things simple and focused.

Tax Monster offers an affordable Sydney Trust Tax Returns Lodge Service putting ‘trusts’ in the financial reach of Australian’s without the huge price tag often associated with trust creation and maintenance.

Tax Monster - Tax Agents, Accountants, Trust Tax Accountants Sydney
Where are we located?

Level 5, 99 Creek Street
Brisbane 4000

Level 2, 785 Toorak Road,
Hawthorn East VIC 3123

67 Barralong Rd
Erina NSW 2250

Due date for Sydney Trust Tax Returns Lodgment below

Trust Tax Return 2017 - Due October 31st 2017
Trust Tax Return 2016 - Due October 31st 2016
Trust Tax Return 2015 - OVERDUE
Trust Tax Return 2014 - OVERDUE
Trust Tax Return 2013 - OVERDUE
Trust Tax Return 2012 - OVERDUE
Trust Tax Return 2011 - OVERDUE

Starting from just $599.85* Tax Monster can help keep your trust ATO compliant.
Give us a call today for a free consultation on what is needed to file your Trust
Tax Return correctly with our Sydney Trust Tax Returns Lodge Service!

What is a Trust?

A trust, in essence, is an obligation or promise where one person (or company) agrees to hold something for the benefit of others. What they will be ‘holding’ are assets, like valuable art work or currency or property, whether that be an estate or a small rental apartment. A trust formalises this obligation:

- The one who legally holds the assets is the trustee; they have legal ownership and control
- Those who benefit from the income or assets of the trust are the beneficiaries; they have beneficial ownership

In practise this creates increased asset protection, as anything in the trust is protected from outside interests (like creditors). Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.

What are the benefits of a trust?

There are a number of trust structures that can be employed to help secure your financial future. However, the most common form used among Australian’s is the “discretionary trust”, more commonly known as the “family trust”. The major benefits for this kind of trust are:

Asset Protection:

A trust centralises assets, removing them from individual ownership to protect them from outside claims (i.e. creditors or in-laws)

Cost Effective:

The cost of establishing a family trust is relatively low. A trust generally can cost between $500 and $2000 to set up and accounting fees can vary between $500 -$2000 a year (noting the affordability of Tax Monster’s trust packages!!)

Tax Minimisation:

Trust distributions can be directed to family members on lower tax rates, potentially saving 1000’s of dollars in tax.

Retirement Planning:

While superannuation is a great vehicle for accumulating retirement funds, a trust doesn’t have the same rules about when you can access the funds and can provide for an early retirement prior to gaining access to your super fund monies.

Estate Planning:

Most trust deeds are flexible in their operation and provide for good estate management, allowing for assets to benefit generations without the need for ownership to change from one individual to the next.

Trusts are a popular way to both protect wealth and accumulate it, and it’s no surprise that many Australians are already adopting this tax structure to secure their family’s financial future. Talk to your Tax Monster trust accountant today about the suitability of a trust for your family and whether your situation will generate the above benefits!

Is a Trust right for me?

While Tax Monster offers an affordable service for the creation, management and lodging of tax returns through our Sydney Trust Tax Returns Lodge Service, it is important to weigh up whether the financial benefits of having a trust outweigh the costs of maintaining one. Professional advice for trust experts, like at Tax Monster, ensures your going into a trust for the right reasons and that you, your family and business will benefit from this type of structure.

Relationships are a key part to making sure a trust works properly - disgruntled family members or skeptical trustees can create a whole bunch of unwanted problems. That’s why you want an experienced trust accountant properly assessing your situation, including your family dynamic, to determine what trust structure, if any, suits you.

Our tax monster accountants take a holistic approach when assessing customer's tax and financial status to find a solution to adequately meet their goals. Maybe we will consider something you hadn’t thought of, or provide a different solution where we think your current strategy isn’t properly servicing your goals.

Give our experienced CPA certified Trust Tax Return Accountants a call today on 1300 829 666 where you’ll learn everything you need to know about our Trust Setup and Management Packages and whether these will work for you!

Tax Monster and Trust Accounting

From the start Tax Monster can help you get a Trust that will distribute your income, manage and minimise taxes and create structures to maximise long-term wealth and asset protection. Some of the trust accounting services we provide include:
- Trust Tax Returns
- Estate Trust Tax Return
- Income Tax Return for Estates and Trusts
- Arranging Structures for long term planning and asset protection
- Manage your existing trust set ups
- Advice on how to best distribute your income for tax advantages

Your Tax Monster trust specialist can prepare trust tax returns and provide a full range of business taxation services and ongoing financial planning.

Tax Monster’s Sydney Trust Tax Returns Lodge Service

Tax Monster’s service is both affordable and efficient, starting from just $599.85*, meaning your trust won’t be burdened by ludacris accounting fees (which minimizes your beneficiaries entitlements)!

Our CPA Trust Tax Return specialist accountants have many years experience in lodging correct and compliant Trust Tax Returns. Our region specific Sydney Trust Tax Returns Lodge Service has helped families and companies in New South Wales realise their financial goals and ensure security for their assets through our Trust Accounting packages.

Tax Monster is a tax specialist that provides Trust Tax Returns and provides a full range of business taxation services and ongoing financial advice & services. See our full list of Products & Services here, or call us for a FREE phone consultation on 1300 829 666

Tax Monster is a tax specialist that provides Trust Tax Returns and provides a full range of business taxation services and ongoing financial advice & services. See our full list of Products & Services here, or call us for a FREE phone consultation on 1300 829 666




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