Need advice for the set up of a trust? Talk to us

Trusts are a valuable method of protecting your assets, despite the extensive obligations. But with Pinnacle’s expertise, you don’t need to worry about the administration.

The tax laws that govern trusts are very different to those that govern companies, but they share a similarity in that their investments and expenses must be justified. This means you need a trust-savvy accountant. An accountant experienced in the complexities of the law, as well as an understanding of the highly specialised nature of taxation and trusts. 

Pinnacle Taxation is such an accountant.

From reporting requirements through to minute-keeping and income distribution, we’ll do all of the hard work to let you focus on what you do best.

Forming and managing a trust account is a complex process, but one which offers many advantages. You need professional guidance, and Pinnacle Taxation can help.

From establishing the trust through to ongoing management and reporting, we provide accurate and professional advice.


Tax returns for trusts

At Pinnacle, we make the preparation and lodgement of your trust tax returns as simple and efficient as possible. We’ll ensure your accounting records are accurate, fund distribution is clearly recorded for income tax purposes, and losses recorded for tax deductions. We’ll also:

  • Ensure all special requirements for reporting are met
  • Advise on asset management
  • Monitor trust investments
  • Identify eligible deductions
  • Recommend the best approach for income distribution based on each beneficiary’s individual situation for the financial year
  • Manage your tax obligations
  • Prepare your trust tax returns, and
  • Provide minute-keeping for trust meetings.

Pinnacle Taxation can also help with setting up or terminating a trust, as well as amending the structure of an existing trust.

We also liaise with the ATO on your behalf, removing the burden of administration and ensuring the lodgement of your regulatory requirements are met efficiently and effectively.

Penrith’s leading trust accountants

With a strong team and extensive experience in complex trust structures, Pinnacle Taxation is widely regarded as Penrith’s leading trust accountant. Our knowledge and expertise ensure that your investments are managed proactively and to ATO requirements. And our multiple locations in both the Sydney CBD and Penrith mean that we’re conveniently located.

For a flexible and responsive trust accountant, call Pinnacle in Sydney or Penrith on 1300 478 566 to see how we can help you.


Make your trust account work for you

Initial setup and advice

Ensure your trust is structured in the best manner for you and that every detail meets all legal requirements.

Tax liability shared

Our expertise ensures that you can legally minimise your tax liabilities.

End-of-year reporting

From minute-taking to lodgement, we take care of the administrative burden.

Request a free call back

Enter your details below and we will get back to you —

Designed by WRD ©Pinnacle Taxation 2020