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Avoid tax with trust distribution resolution

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Do you have a Discretionary (Family) Trust?

In the lead-up to 30 June, you can avoid paying an extra tax of up to 47% of Trust profits by completing your Trust Distribution Resolutions before 30 June.

If a Trustee of a Trust fails to make a resolution to distribute the income of the Trust before the end of the financial year, the Trustee may be assessed by the Australian Taxation Office (ATO) on the Trust income at the highest marginal tax rate of 47%, rather than the intended beneficiaries being taxed at generally much lower tax rates.

How we can help

  • Review of your prior year Trust Distribution Resolution
  • Confirmation with you of the estimated Trust income of your Trust for the year ended 30 June
  • Review of your Trust Deed to ensure that the income definition and distribution clauses in your Trust Deed allow the proposed Trust Distribution Resolution for 30 June
  • Advice on the most tax effective distribution of this estimated Trust income

  • Preparation of Trust Distribution Resolution and ensuring it is signed by the Trustees PRIOR to 30 June.

Contact Us

The sooner we get started with preparing your Trust Distribution Resolutions, the sooner we can help you save tax - well before 30 June for sufficient time to implement tax saving strategies.


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3 Dec

Skybots: Practical AI and Agentic Workflows Training Course GOLD COAST 3-4 Dec, 2026

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Join SkyBots’ 2-day Workshop in GOLD COAST with automation expert Daryl Aw to revolutionise your workflow using cutting-edge Agentic AI tools including Chat GPT, Claude, CoPilot and Gemini. This workshop is built for accountants, bookkeepers, finance teams, and business owners who want to move beyond basic prompts and turn AI into a reliable, ethical, and practical system for everyday work.


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30 Nov

Skybots: Practical AI and Agentic Workflows Training Course MORNINGTON 30 Nov - 1 Dec, 2026

AI-Enhanced Automation for Accounting and Finance Professionals: Leveraging ChatGPT, Copilot & Claude for Innovation and Productivity.

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$35pp includes lunch

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31 Aug

Live Workshop: Finance Ready So Banks say YES

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Friday 31 August, 4:00pm-6:00pm
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25 Aug

Live Workshop: Know Your Numbers

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Tuesday 25 August, 10:00am-12:00pm
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Live Workshop: Rising Insurance and Small Business

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Monday 24 August, 5:30-7:30pm

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10 Aug

Live Workshop: AI & Automation for Small Business

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Monday 10 August, 5:30-7:30pm

This practical session, in collaboration with the Mornington Peninsula Shire as part of the Small Business Festival, helps small business owners understand AI and automation and shows how small businesses can use smarter tools to reduce manual work, improve accuracy and create more capacity for growth.


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5 Aug

B.I.T.E Business Conference 2026

Conference // 5 August, 2026 - ALL DAY EVENT
The B.I.T.E. Business Conference 2026 is the Mornington Peninsula’s premier event for bold business owners ready to rethink what’s possible, reinvent how they operate, and reignite their growth. Hear from global keynote speakers including Grant Hackett, Andrew Griffiths and Kate Christie plus local business innovators.


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