Type of Trust

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).

Deceased estates

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.