Zero to Mini Hero 2026: Tax Returns for Trusts - Part 2

Learn more about trusts, including distribution resolutions, streaming, family trusts and more.

Includes trust tax return demo on Xero Tax.

In this session, we cover:

• Overview of trusts

• Trust losses

• Streaming of income

• Family Trust Elections (FTE)

• Reading a trust deed and distribution resolution

• Distributions to beneficiaries

• Income for trust law and tax law purposes

• Reading a managed investment fund tax statement

• Preparation of tax reconciliation and income tax return using case study