ONESOURCE Trusts Trust tax software for managed funds and property

AMIT, Attribution Managed Investment Trust, AMIT return, AMIT tax Return


Trust Tax Software you can depend upon

ONESOURCE Trusts is the industry leading trust tax software for managed fund distributions, property trust distributions and trust and AMIT tax returns. It enables calculations to be created of a standard set of work papers with the flexibility to configure the calculation based on different investment types.

Automate trust distribution and trust tax return process

ONESOURCE Trusts allows for calculations to be automatically populated with prior period data and new data from accounting and asset systems within your organisation.

Reduce risk and time to complete your trust distribution and trust tax return process

Based on a well-established platform that can reduce both risk and time implied in preparing distributions and trust tax returns, our trust accounting software includes in-built controls and integrity checks to help improve confidence and flexibility in responding to new investment products.

Some of the features you’ll experience with ONESOURCE Trusts:

  • E-file the trust or AMIT tax return and supporting schedules with the ATO using the fully integrated ONESOURCE E-Filing Manager
  • Ability to manage funds and property trusts
  • Configuration for different investment types
  • Automatic inter-funding distributions flow between trusts
  • Flexible fund reporting structure
  • Integration with unit registry, investment management and general ledger systems
  • Batch processing
  • Audit trails and variance checks
  • Automated creation of trust tax returns from distribution calculations
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