A family trust, start to finish
Fedix Shorts - 28 seconds - published 25 October 2026
How does FediPilot prepare a family trust return?
A family trust, and a year of the trustee's emails. FediPilot builds the trust accounts, and the bridge to net income. It checks the distribution against the trustee's resolution. Then it saves a draft in Xero Tax, with each beneficiary's share. You settle the distribution.
Transcript
A family trust, and a year of the trustee's emails. FediPilot builds the trust accounts, and the bridge to net income. It checks the distribution against the trustee's resolution. Then it saves a draft in Xero Tax, with each beneficiary's share. You settle the distribution. Try it free at home dot fedix dot ai.
The clients, names and files shown in the video are fictional. FediPilot prepares the work; the accountant reviews it.
Sources
- Fedix home page: The 14-day free trial offer and "Nothing is lodged without your approval."
- FediPilot recordings: Reads the trustee's emails and attachments. builds the trust accounts and the bridge from accounting profit to net income in Excel, checks the distribution against the trustee minutes, prepares draft financial statements and saves a draft trust return with each beneficiary.
Last reviewed 25 October 2026.
