The Trust Question: proposed family trust changes
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The Trust Question: proposed family trust changes
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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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