Future-Proof Your Wealth: The Proactive Tax Advisory Advantage
Family Offices, Business Owners and Investors are strategically preparing for the 2026-27 Budget Paper by reviewing their risks. You should too.
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Why Choose Us
Proactive Tax Restructuring
Optimise your tax structure ahead of future legislative changes.
Comprehensive Wealth Protection
Safeguard your assets against future risks and tax impacts.
Navigate Budget Changes
Expert guidance to prepare for the 2026-27 Budget Paper.
Trusted HNWI Advisory
Specialist advice trusted by leading high net worth individuals.
Our Services
Tax Planning & Advisory
Offering expert legal advice on complex Australian tax laws (income tax, CGT, GST, stamp duty). Focuses on minimising liabilities, ensuring compliance, and structuring transactions tax-efficiently. This optimises financial outcomes for businesses and high-net-worth individuals.
Estate Planning & Wealth Transfer
Developing comprehensive estate plans, including wills, testamentary trusts, and succession strategies, to ensure the efficient and tax-effective transfer of wealth to future generations. This protects legacies and minimises family disputes.
Business Structuring & Restructuring
Advising on optimal legal and tax-efficient structures for new businesses, expansions, or restructures. This includes partnerships, companies, and trusts, designed to mitigate risks, protect assets, minimise tax, and facilitate future growth and succession.
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Frequently Asked Questions
Are Family Trusts still a viable wealth management tool after the proposed budget changes?+
While Family Trusts are not completely "dead", the proposed changes will make them far less attractive for tax planning.
What is the core proposal regarding the taxation of family trusts?+
A significant change is the proposed introduction of a 30% minimum tax on family trusts, set to commence from 1 July 2028.
How will the proposed tax changes specifically affect Discretionary Trusts?+
While there are significant changes to the way Discretionary Trusts will be taxed, particularly impacting their tax planning advantages, they retain other benefits such as asset protection and flexibility.
Are Testamentary Trusts also subject to the new 30% minimum tax?+
It is currently unclear whether Testamentary Trusts will be carved out from the planned 30% tax, necessitating careful monitoring of legislative developments.
Can 'bucket companies' still be effectively used as corporate beneficiaries for trusts?+
The utilisation of corporate beneficiaries, or "bucket companies," will no longer be a viable strategy under the new tax proposals.
Will companies become the preferred structure for holding passive assets instead of trusts?+
The changes position companies as the preferred structure for owning passive assets, but exploring the shifting tax landscape for different investment structures is still advised.
What should individuals and businesses do in light of these proposed changes?+
Individuals and businesses alike should stay informed and proactively examine investment structures in readiness for the changes.