News & Views
3 July 2026
When most people think about passing on wealth, they picture a simple process: build it up over a lifetime, then hand it down to the next generation. In reality, it can be far more complex - and getting it right can make a significant difference to your family’s long-term financial wellbeing.
22 June 2026
The recent Federal Budget has brought discretionary (family) trusts firmly back into the spotlight, with proposed changes that could reshape how these structures are used over the coming years.
At the centre of the announcement is a proposal to introduce a minimum 30% tax on discretionary trust income, expected to apply from 1 July 2028. While not yet legislated, the measure signals a clear shift in policy direction.