MKT Workpapers & Templates

MKT Workpapers & Templates

As a valued member of our Premium Accountants Network, MKT are happy to offer you the following workpapers and templates for no charge.

FBT Workpapers 2026

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The MKT 2026 FBT Package provides you with everything you need to complete your 2026 FBT Return.

Our work papers and declarations bring all the components of FBT into one place and will save you time and money with all the tools and forms you need.

The MKT 2026 FBT Package contains the following:

  • FBT Checklist to identify any fringe benefits provided;
  • FBT Guide to complement the FBT Checklist;
  • FBT Meal Entertainment Excel Worksheet; and
  • FBT Declaration forms.

Trust Resolution Templates 2026

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This download contains the following Word versions of four 2026 Trust Resolution templates.

  • 2026 Trust Resolution Template – No Streaming – Individual Trustee
  • 2026 Trust Resolution Template – No Streaming – Corporate Trustee
  • 2026 Trust Resolution Template – Streaming – Corporate Trustee
  • 2026 Trust Resolution Template – Streaming – Individual Trustee

There are two resolutions for Corporate Trustees and two for Individual Trustees.

One resolution can be used when the Trustee resolves (and the Deed allows) for capital gains and/or franked dividends to be streamed to specific beneficiaries.

The other resolution is a simple “No Streaming” resolution where beneficiaries are to receive a proportionate share of all trust income.

FBT Workpapers 2025

Download

The MKT 2025 FBT Package provides you with everything you need to complete your 2025 FBT Return.

Our work papers and declarations bring all the components of FBT into one place and will save you time and money with all the tools and forms you need.

The MKT 2025 FBT Package contains the following:

  • FBT Checklist to identify any fringe benefits provided;
  • FBT Guide to complement the FBT Checklist;
  • FBT Meal Entertainment Excel Worksheet; and
  • FBT Declaration forms.

Trust Resolution Templates 2025

Download

This download contains the following Word versions of four 2024 Trust Resolution templates.

  • 2025 Trust Resolution Template – No Streaming – Individual Trustee
  • 2025 Trust Resolution Template – No Streaming – Corporate Trustee
  • 2025 Trust Resolution Template – Streaming – Corporate Trustee
  • 2025 Trust Resolution Template – Streaming – Individual Trustee

There are two resolutions for Corporate Trustees and two for Individual Trustees.

One resolution can be used when the Trustee resolves (and the Deed allows) for capital gains and/or franked dividends to be streamed to specific beneficiaries.

The other resolution is a simple “No Streaming” resolution where beneficiaries are to receive a proportionate share of all trust income.

FBT Workpapers 2024

Download

The MKT 2024 FBT Package provides you with everything you need to complete your 2024 FBT Return.

Our work papers and declarations bring all the components of FBT into one place and will save you time and money with all the tools and forms you need.

The MKT 2024 FBT Package contains the following:

  • FBT Checklist to identify any fringe benefits provided;
  • FBT Guide to complement the FBT Checklist;
  • FBT Meal Entertainment Excel Worksheet; and
  • FBT Declaration forms.

Trust Resolution Templates 2024

Download

This download contains the following Word versions of four 2024 Trust Resolution templates.

  • 2024 Trust Resolution Template – No Streaming – Individual Trustee
  • 2024 Trust Resolution Template – No Streaming – Corporate Trustee
  • 2024 Trust Resolution Template – Streaming – Corporate Trustee
  • 2024 Trust Resolution Template – Streaming – Individual Trustee

There are two resolutions for Corporate Trustees and two for Individual Trustees.

One resolution can be used when the Trustee resolves (and the Deed allows) for capital gains and/or franked dividends to be streamed to specific beneficiaries.

The other resolution is a simple “No Streaming” resolution where beneficiaries are to receive a proportionate share of all trust income.

2026 MKT Tax Training

What to consider when making Trustee Resolutions

June 2026

Order – Notes, PowerPoint Slides & Webinar

Forgiving Loans, Debts and UPE’s

March 2026

Order – Notes, PowerPoint Slides & Webinar

2025 MKT Tax Training

Myth Buster – Small scale property developments mean less tax consequences

November 2025

Order – Notes, PowerPoint Slides & Webinar

Managing the Average Tax rates for Private Group clients.

September 2025

Order – Notes, PowerPoint Slides & Webinar

Looking Beyond Time Spent in Australia

June 2025

Order – Notes and PowerPoint Slides & Webinar

The ATO’s changing approach to Division 7A

March 2025

Order – Notes, PowerPoint Slides & Webinar

2024 MKT Tax Training

How to Identify What is PSI and What to do When Your Client Earns it – MKT Taxation Advisors Perth

December 2024

Notes and PowerPoint Slides

Webinar

Family Trust Elections – Be Careful Who You Set as the Centre of the Family Group

September 2024

Notes and PowerPoint Slides

Webinar

Developing a Tax Efficient Estate Plan

June 2024

Notes and PowerPoint Slides

Webinar 

Tax Effective Restructures for SME Businesses
March 2024

Notes and PowerPoint Slides

Webinar

If you would like to redeem a voucher against one of our Webinars please email us and we will send you the pack.