19/06/2026
⏰ 30 June is approaching – have your trust distribution minutes been prepared?
For trustees of discretionary trusts, year-end planning is about more than just compliance. The decisions made before 30 June can have a significant impact on taxation outcomes and future wealth planning.
Some common issues we see include:
❌ Late trust resolutions
❌ Incorrect beneficiary allocations
❌ Missed capital gains planning opportunities
❌ Generic templates that don't match the trust deed
A well-structured trust strategy should work alongside your accounting, taxation, SMSF and business advisory objectives.
At Symmetry Accounting & Tax Pty Ltd, we help Perth, WA businesses, families and investors navigate trust distribution requirements with confidence.
📞 Speak with our team before the financial year ends and ensure your trust arrangements are properly documented and tax-effective.