Select a code from the list that best describes the type of trust for which the trust tax return is being lodged. Click this link for a detailed explanation of each Types of trusts.
Enter yes if also a charity: If the Trust is not a charity do not tick this checkbox.
If the type of trust is a deceased estate (D), only the Deceased estate assessment calculation codes may be used in the distribution statement (Item 55).
If the type of trust is not a deceased estate, only the Inter vivos trust assessment calculation codes may be used in the distribution statement (Item 55).
If this is the estate of a deceased person, select the Type of Trust code D Deceased estate then enter the date of death in the format ddmmccyy.
Special disability trusts
A trust that has the meaning given by section 1209L of the Social Security Act 1991.
6-020 Trust Return
6-030 Trustee of deceased estate
6-230 No beneficiary presently entitled