Insights

All Posts
Staying Compliant Staying Confident
Growing & Protecting your Wealth
Retirement & Legacy Planning
Agribusiness

Family business owners reviewing trust structure and proposed tax rollover options

Changing Your Trust Structure Is Not Just a Tax Exercise - 7 Things That May Need to Change with It

A proposed trust tax rollover may reduce some federal income tax consequences of restructuring, but changing a trust structure can affect much more than tax. Discover seven important areas family businesses should review before restructuring.

Sep 254 min read

Family business owners reviewing family trust distributions and proposed tax reforms

Would You Fix Your Family Trust Distributions Forever to Save Tax?

Proposed Australian trust tax reforms could give some family trusts an election to avoid the proposed 30% minimum tax, but the trade off may be significant. Understand how fixed distributions could affect family flexibility, succession and long term wealth planning.

Sep 184 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