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Discretionary Trust Checklist

Current as of: 19 April 2023.

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Latest Posts

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Closer to Certainty for Minimum Taxation of Trusts: Treasury Releases Draft Legislation
News 4 September 2026

Closer to Certainty for Minimum Taxation of Trusts: Treasury Releases Draft Legislation

After announcing the intended introduction of a minimum 30% tax on discretionary trusts as part of the 2026/27 Federal Budget […]

Navigating the Complexities of Financial Assistance, Capital Reductions, and Share Buybacks
Past Events 27 August 2026

Navigating the Complexities of Financial Assistance, Capital Reductions, and Share Buybacks

Share buybacks, capital reductions and financial assistance transactions can trigger complex Corporations Act requirements, with non-compliance often leading to ASIC requisitions or issues with lenders. Join this practical session to understand the key rules, common pitfalls, and critical considerations when navigating these transactions. […]

Past Events 29 July 2026

The CGT General Discount and Negative Gearing: What’s Changing from 1 July 2027

From 1 July 2027, the proposed CGT rules introduce a deemed disposal mechanism, four new categories of capital gains, a new seven-step method statement, and the return of indexation in certain circumstances. They also interact with proposed changes relating to negative gearing. Understanding how these rules interact will be critical when advising your clients with existing assets. […]

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