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    Trust Distribution Resolution Maker

    Draft Australian trustee resolutions and minutes from the deed, beneficiary details and distribution instructions. Prepare a document for practitioner review and signing.

    AUSTRALIAN TAX

    A focused workflow inside Australian Tax.

    Draft trust distribution resolutions and explore timing, streaming and supporting tax considerations.

    Select Australian Tax in Cassandra, then choose Trust Resolution Maker for this specialist workflow.

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    Ways to use Trust Resolution Maker

    • Prepare an annual income distribution resolution for an Australian trust.
    • Draft minutes addressing capital gains or franked distribution streaming.
    • Record a special trustee decision with the relevant facts and approval wording.

    What to bring to the conversation

    • Provide the trust name, trustee details, financial year and intended resolution date.
    • Supply the deed provisions on income, distributions, beneficiaries and streaming.
    • Identify beneficiaries, distribution amounts or percentages and election status where relevant.

    What to check before using the output

    • Check that the deed permits the proposed distribution and that each beneficiary is eligible.
    • Confirm timing, execution and consistency with the trust accounts; a generated draft is not an executed resolution.

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    Australian Tax brings this workflow together with broader research and follow-up questions.

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    Professional tools. Professional judgement.

    AI outputs need independent verification. Engine access depends on your plan and current platform settings. Catalogue reviewed 19 October 2026.

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