Complete Trust Accounting Services for Accurate & Compliant Trust Management
Nanak Accountants delivers expert trust accounting services to help families, investors, and business owners manage trusts with confidence. From trust tax returns and financial statements to distribution planning and compliance, we ensure your trust remains accurate, compliant, and tax-effective.
Ideal for families managing asset protection, income distribution, and long-term wealth planning.
Discretionary & Unit Trusts
Accurate accounting and compliance support for complex ownership and distribution structures.
Property & Investment Trusts
Specialised accounting for rental income, capital gains, and ongoing trust obligations.
Business-Owned Trusts
Support for trading trusts requiring ongoing bookkeeping, tax compliance, and reporting.
Documents Required
We provide comprehensive ASIC compliance services, including:
Trust deed and any amendments
Trustee details (individual or corporate)
Beneficiary information
Income records (rental, investment, or business income)
ATO correspondence (if any)
Bank statements and transaction records
Expense invoices and receipts
Distribution resolutions
Previous trust tax returns and financial statements
Capital gains or asset sale details (if applicable)
Why Choose Nanak Accountants for Company Accounting?
Company accounting involves more than bookkeeping. It requires accuracy, consistency, and compliance with regulatory standards. Our company accounting services provide:
Accurate financial statements
Compliance with ATO and ASIC requirements
Clear financial insights for decision-making
Timely reporting and lodgements
Timely reporting and lodgements
Details of any proposed company changes
Side hustle entrepreneurs
Import/export businesses
Our Process
We follow a structured process to make trust accounting clear and stress-free:
1
Initial Consultation
Understanding your trust structure, purpose, and compliance requirements.
2
Document Review
Checking trust deeds, records, and financial data for accuracy.
3
Accounting & Compliance
Preparing trust financial statements and trust tax returns.
4
Distribution & Tax Planning
Advising on compliant income distribution and tax efficiency.
5
Ongoing Support
Providing year-round trustee support and compliance guidance.
Why Choose
Nanak Accountants?
Trust & Structuring Specialists
Extensive experience across family, unit, and investment trusts.
ATO-Compliant & Risk-Focused
Ensuring trust income, distributions, and reporting meet strict ATO requirements.
Integrated Advisory Approach
Aligning trust accounting with business, property, and wealth strategies.
Fixed Fees, No Surprises
Transparent pricing with clear service inclusions
Trusted by 10,000+ Clients
National support backed by proven expertise and professional standards.
Frequently Asked Questions
Do trusts require separate tax returns?
Yes. Trusts must lodge a separate trust tax return and prepare annual financial statements.
Can incorrect trust distributions cause issues?
Yes. Incorrect or late distributions can lead to higher tax rates or ATO penalties.
Do you handle complex trust structures?
Absolutely. We manage discretionary, unit, hybrid, and corporate trustee structures.
Can you assist with trust restructuring?
Yes. We provide advice on trust changes, asset transfers, and compliance implications.
Ready to Get Started?
Book your free 15 mins discovery call today and discover how we can help your business thrive