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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.

3 days ago4 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