Discretionary Trust Tax Return

Job ID: 40614216

Budget: $250 – $750 AUD

I need a tax return prepared for a discretionary family trust. Previous agent has retired so looking for a new agent to assist with the tax return and necessary declarations required for the trust.

I have the following documents available:
- Trust Agreement
- Previous Tax Returns
- Financial Statements for FY26

Very simple preparation as no trading this financial year - just a few share purchases and dividends. Please provide an accurate and compliant tax return.

I am based in Brisbane but not many documents and can be emailed as required.