The Australian tax landscape may be on the verge of one of its most significant shifts in decades.
Changes to the Capital Gains Tax (CGT) regime and discretionary trust taxation could have significant implications for business owners, family groups, investors and private wealth holders. While not all the changes are yet law, they present an important opportunity to assess whether existing structures remain fit for purpose and identify potential planning opportunities before any changes take effect.
Join us for a practical webinar where we’ll walk through the proposed changes and explore real-world scenarios illustrating how different structures and taxpayers may be affected.
Whether you’re responsible for a family group’s finances, managing the affairs of a private company, or considering the future of your personal wealth, this session will provide insights into the opportunities, risks and strategic considerations that may lie ahead.
What We’ll Cover
Through practical examples and case studies, we’ll examine:
- Changes to the CGT discount and valuation methodology
- Transitional rules and valuation considerations
- The proposed 30% minimum tax on discretionary trust distributions
- Fixed trust and distribution rules
- Restructuring considerations for family groups and private businesses
- Practical scenarios demonstrating the potential impact of the proposed reforms
- Key questions business owners, executives and wealth holders should be considering today
