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Showing 1 - 10 of 13 results for "Discretionary trusts"

Structural reforms necessary despite global shocks: Chalmers

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... objectives put focus on an overhaul of the capital gains tax (CGT) discount and negative gearing, tax on discretionary trusts to address intergenerational inequity, pushing for investment risk taking and increased savings from programs like the National ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... held as of 12 May 2026, meanwhile, will be exempt and arrangements will not change for existing investors. Discretionary trusts, meanwhile, are set for a shakeup after being slapped with a 30% minimum tax. From 1 July 2028, Chalmers proposes to introduce ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... office, allowing advisers to make cashflow projects and customise inputs and outputs for clients with family or discretionary trusts, as well as those who are establishing one.

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers to make cashflow projections as well as add customised inputs and outputs for clients with family or discretionary trusts or those who are considering establishing one. intelliflo office users will have the ability to add beneficiaries, investments ...

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
... The policy, which is part of Labor's tax reforms targeting negative gearing and capital gains, and closing discretionary trusts loopholes, would apply from 1 July 2019 if Labor wins the election.

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... family businesses legitimately use these structures to spread income among different members, she said, adding discretionary trusts receive a bad rap as being tax avoidance vehicles. Many clients use them to protect assets within the family more than ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... relates to family trusts," Rogan said. "With tax hikes and limits on super contributions already in place, if discretionary trusts fall under the Opposition's hammer, investors will have very few tax-effective savings options left." Additionally, Rogan ...

Discretionary trusts crackdown short-sighted

KARREN VERGARA  |  FRIDAY, 4 AUG 2017
The Labor government's proposed crackdown on discretionary trusts is "short-sighted" and "anti-family" given the broader tax system isn't operating on a level playing field, an industry expert says. In response to Opposition Leader Bill Shorten proposing ...

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... minimises tax bills. The Labor leader is pledging to impose a minimum 30% tax rate on the distributions of discretionary trusts to beneficiaries over 18-years-old, which he said is currently being used as an aggressive tax minimisation vehicle. Wealthy ...
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