Family Trust Accountant Sydney
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Miroslaw Zawadka
We’ve been working with Rafal for the past two years, and I couldn’t be happier with his services. He’s incredibly reliable, always professional, and takes the time to explain things in detail. One of the best parts is that he speaks both Polish and English, which makes communication a breeze. Highly recommend him for anyone looking for an experienced and trustworthy accountant!
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Damian Liszka
I have been using the Tax Accounting Group for over one year. I am very pleased with the professionalism of Rafal’s services. He is very knowledgeable and has a lot of passion for his work. As a small business owner I highly recommend the Tax Accounting Group to anyone who wants outstanding tax services.
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Mike Daws
Raf has been taxing care of my company’s tax for the last few years. A big positive change from the previous two tax agencies I had tried. Raf takes a personal, hands-on attitude – I feel as though he treats my company accounting as though it were his own. Raf is extremely knowledgeable and helpful.
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Camellia Nguyen
It was such a relief for me to let Raf do all of my tax return in the past few years. There is alot of thing I don’t know about doing a proper tax return. Since I used Raf’s service, I received a much bigger return that I had previously. One less thing to worry about every financial year: check!
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Cuba Daniel
I’ve been through several different accountants in the past and no other accountant put so much time and effort into understanding my family businesses including our complex family business structure than Tax Accounting Group and Raf in particular. My family had overdue returns, my businesses had messy accounts (despite paying bookkeppers) and I always felt like I was overpaying my taxes. Raf and his team not only brought all my accounts up to date and prepared all my outstanding business returns but Raf also made sure I understood what he was doing. He even found some errors in my already lodged tax returns and amended them saving me a couple of thousands! Raf is very responsive and would always promptly answer every question I had. He knows his stuff and is very easy to talk to. Thank you for your hard work!
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Adrian Taylor
I have used Raf for my personal tax returns over the past couple of years. He is extremely helpful and knowledgeable regarding the process and made suggestions on things we could claim for that my wife and I never even considered previously. I have typically taken a DIY stance when it came to tax returns prior to going through Tax Accounting Group; though this often meant i only got to claim back a couple of hundred dollars in previous years. This time i got a $3000 refund and last year $2500. So for the price I paid for engaging Raf to do my last couple of tax returns, it was worth it many times over. Definitely recommend others to use them and in doing so support this local small business.
A family trust can be useful, but only if the accounting, tax records and yearly decisions are handled properly.
The trust may own business assets, receive income, distribute profits, hold investments, or sit alongside a company, family business, or property structure. On paper, that may look organised. In practice, problems arise when the trust deed is ignored, distributions are rushed, beneficiary records are unclear, or trust funds begin moving without a clear explanation.
I’m Rafal Slowinski, Director of Tax Accounting Group Pty Ltd. I work with families and business owners in Sydney who want their family trust accounting handled carefully before the trust return, beneficiary positions and wider tax consequences become difficult to explain.
This page is for trustees, business owners and families who already have a family trust and want to know whether it is being used, recorded and reported properly.
The Trust Needs Tax Thinking Behind The Records
Rafal Slowinski is a highly accomplished tax specialist and the Director of Tax Accounting Group Pty Ltd. He holds a degree in Accounting and Tax Law from the University of New South Wales and has dedicated his career to helping Australian business owners understand complex tax structures.
Rafal has partnered with more than 2,000 businesses, delivering tailored accounting solutions and compliant tax minimisation strategies. His work focuses on identifying hidden efficiencies, safeguarding wealth and helping businesses navigate serious financial and regulatory challenges.
A family trust is exactly the kind of structure where that matters.
Accounting is not just a set of figures. It has to reflect the deed, the trustee’s decisions, the beneficiaries, the income being distributed, any loans or unpaid entitlements and the way the trust connects with the people or entities around it.
A Trust Deed Should Not Sit Forgotten
The trust deed is the document that shapes what the trustee can and cannot do.
If no one checks it, accounting can drift away from the trust’s rules. Beneficiaries may be treated as eligible even when the deed says otherwise. Distribution habits may continue from past years without anyone asking whether they still make sense. A family member, company or related entity may be involved in the accounts without the trust records clearly showing why.
I do not replace legal advice on the deed, but the accounting and tax work must respect it.
If a deed, trustee change, appointor issue or legal document needs review, that is where your solicitor may need to be involved. My work is to ensure the tax and accounting side does not pretend that the documents do not matter.
Distribution Decisions Need More Than A Last-Minute Number
Family trusts often become stressful near the end of the financial year because the distribution decision has been left too late.
The trustee needs to understand the income of the trust, who the beneficiaries are, what the deed allows, whether a company beneficiary is involved, whether income has actually been paid or left unpaid and how the distribution will affect the beneficiaries’ own tax positions.
A family trust accountant in Sydney should not treat distributions as a quick year-end entry.
The decision needs to match the records, the deed and the wider tax position. If income is distributed to a person, company or other entity, the accounting should show what happened, and the beneficiary reporting should make sense.
That is how the trust return becomes easier to support.
Trust Money, Family Money And Company Money Need Clean Lines
Family trust problems often begin when money moves without a clear label.
A beneficiary may receive money during the year. A company may be connected to the trust. Business expenses may be paid from the wrong account. Personal costs may appear in trust records. A distribution may be recorded but not physically paid. A loan may sit in the accounts without anyone understanding what it means.
Those details matter because they can affect tax, financial statements, beneficiary balances and future planning.
I review the movement of money through the trust so the accounts tell a clearer story. The aim is to understand whether payments, drawings, loans, distributions and unpaid amounts have been recorded in a way that can be explained before the return is prepared.
Family Trust Tax Returns And Annual Accounts
A family trust usually requires annual accounts and a trust tax return prepared from records that are sufficiently complete to support the results.
That may include income, expenses, bank records, investment income, property income, business income, capital gains, loans, unpaid beneficiary entitlements, distribution minutes, beneficiary details and prior-year balances.
If the trust holds property, operates alongside a business or distributes income to several beneficiaries, the return can become more involved.
The tax return should not be prepared from a rough summary if the trust records underneath are unclear. The annual accounts should show how the trust earned income, what expenses were claimed, what was distributed and what remains inside the trust structure.
When A Family Trust Needs A Clean-Up
Some trusts are created properly, then left to run on habit.
Years later, the family may not be sure who the beneficiaries are, whether the deed has been updated, why income is being distributed a certain way or whether unpaid amounts have been tracked correctly.
That is not unusual, but it should not be ignored.
A clean-up may involve reviewing prior-year accounts, checking beneficiary balances, identifying missing trust resolutions, reviewing loans, separating personal and trust expenses, checking property or business records and making the current-year return easier to prepare.
The earlier this is done, the easier it is to make the trust understandable again.
Bring The Trust Records Into The Open
If you need a family trust accountant in Sydney, start with the trust records and the question that is creating uncertainty.
It may be a distribution decision, a trust return, unclear beneficiary balances, a connected company, a family business, a property held in the trust or older records that no longer make sense.
Use the free 30-minute call to discuss the trust position with Rafal and identify what needs to be reviewed next.
Frequently Asked Questions
A family trust accountant helps with the accounting and tax aspects of the trust, including annual accounts, trust tax returns, beneficiary distributions, income records, expenses, loans, unpaid entitlements, and the trust’s relationships with related people or entities.
Yes. Distribution decisions should be made with the trust deed in mind. If the deed is unclear or legal interpretation is needed, a solicitor may need to review it, while Rafal handles the accounting and tax side.
Yes. Rafal can review prior-year accounts, beneficiary balances, distributions, loans and available records to work out what may need cleaning up before the current trust return is prepared.
Yes. A trust return needs to address the trust’s income, expenses, distributions and beneficiaries. A company return reports the company’s own taxable position. If a company is also a beneficiary of a trust, the connection needs to be handled carefully.
Yes, family trusts are often used with property, investments or business structures. The accounting needs to show the income, expenses, ownership position, distributions and tax consequences clearly.