The Considered Move copertina

The Considered Move

The Considered Move

Di: Andersen in Australia
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The Considered Move is the podcast from Andersen in Australia, the tax and business advisory firm. Each episode, Chief Executive Cameron Allen and National Tax Director Callen Dendle sit down with a specialist guest to work through the tax, regulatory and policy changes that matter most to business owners, families and the advisers who support them. The aim is simple: clear, considered thinking so you understand your options before you act, not after. Information shared on the show is general in nature and not advice for your circumstances.

© Andersen in Australia Pty Ltd
Episodi
  • The Trust Question: proposed family trust changes

    The Trust Question: proposed family trust changes
    Jul 1 2026

    Do you still need your family trust? It's the question a lot of business owners are quietly asking right now.

    Cameron Allen and Callen Dendle from Andersen in Australia are joined by Susan Bonnici, Principal Estate Planning Lawyer at Aitken Law, to work through the proposed trust changes and the sensible first move while the detail is still settling.

    We cover:

    • The proposed 30 per cent minimum tax on discretionary trusts from 1 July 2028,
    • The carve-out for genuine testamentary trusts,
    • The three-year restructuring window from 1 July 2027,
    • What it means for bucket company strategies,
    • Why control and succession matter as much as the tax outcome,
    • and the next steps you should consider.

    Guest: Susan Bonnici, Principal Estate Planning Lawyer, Aitken Law.

    More: https://au.andersen.com/proposed-family-trust-changes/

    This episode is general information, not advice. The measures discussed are proposed under the Federal Budget 2026-27 and subject to legislation. Speak to your Andersen adviser about your circumstances.
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    28 min
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