Trust Distribution Resolution (Discretionary Trust Year-End Document)

A trust distribution resolution is the formal document by which the trustee of a discretionary (family) trust resolves how to distribute the trust's income for a financial year. Under Australian Taxation Office (ATO) requirements, the resolution must be made by 30 June (or earlier if the trust deed requires) to be effective for tax purposes — otherwise the income may default to the trustee at penalty rates.

Why this document matters

Late or missing trust distribution resolutions are one of the most common ATO compliance failures for family-trust SMEs. The cost of getting it wrong can be tens of thousands in extra tax.

How Claim Done can help

Trust distribution resolutions are a specialist accounting/tax document — they need to be drafted in line with your specific trust deed and the ATO’s annual ruling. Claim Done doesn’t offer trust resolutions as a flat-fee product; this is one to get right with your accountant or a specialist tax lawyer. If you need help with a related document — for example, a Heads of Agreement between trust beneficiaries documenting how distributions should flow — our Heads of Agreement ($79) covers that. For the actual ATO-compliant resolution itself, see your trust’s accountant.

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