The biggest business and wealth structuring opportunity in decades.

The biggest business and wealth structuring opportunity in decades.

With proposed changes to capital gains tax (CGT), discretionary trusts and investment structures making headlines, many Australians are wondering what these reforms could mean for their financial future.

Although the details continue to evolve, now is the time to understand the potential impacts and consider whether your current arrangements remain appropriate.

Home / The biggest business and wealth structuring opportunity in decades.

Understanding the proposed reforms

Hear from Amber Matthews, CEO (Sydney), on the potential impact of the proposed tax reforms.

Read our tax reform series below

Do I need a valuation before capital gains tax (CGT) changes?

From 1 July 2027, gains are measured on an indexed cost base with a 30% minimum tax. Gains to that date, keep today’s treatment.

What’s the best structure for new investments?

Buying a property or making a new investment? The right structure now depends on the asset, your goals and how long you plan to hold it.

Get ahead of the proposed reforms

Register for our upcoming live webinar

Tuesday, 13 October 2026 | 11.30am – 12.45pm AEDT

Join Sean Urquhart from our Sydney office 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.

Get in touch

Connect with us today and discover how you or your business can reach its full potential.

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