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Family trust tax planning and proposed minimum tax changes affecting Australian family businesses and investments.

We’ve Had Our Family Trust for 20 Years — Should We Be Worried About the New Tax Rules?

Proposed changes to Australia's discretionary trust tax rules have raised questions for families who have relied on their existing structures for years. Discover what the proposed 30% minimum tax could mean, which exclusions may apply and why reviewing your trust deed, distributions and long-term family plans is important before making structural changes.

1 day ago4 min read

Family business owners reviewing trust tax and stamp duty implications

The Trust Tax Workaround May Not Be Stamp-Duty Free After All

The proposed 30% minimum tax on discretionary trusts may give affected family businesses another option through a fixed distribution election. But before acting, families should consider stamp duty, flexibility, succession, asset protection and the wider tax and commercial consequences.

Sep 165 min read