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Showing 1 - 10 of 27 results for "Family Trusts"

Budget to overhaul negative gearing, CGT discount, family trusts

ELIZA BAVIN | TUESDAY, 5 MAY 2026

... government is planning to curb negative gearing, overhaul the capital gains tax discount and impose new tax rules on family trusts when Treasurer Jim Chalmers hands down the Federal Budget next week. While nothing has been confirmed, and Treasury has ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... not just their Will, superannuation or other assets - the whole picture. He adds that for wealthy families with family trusts and/or companies, it's important to understand how these all work together. "Then we want them to think about, 'what ...

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON | THURSDAY, 16 OCT 2025

... financial services Daniel Mulino has said the government is not currently looking at reforming the tax treatment of family trusts. Appearing on Sky News this morning to discuss this week's changes to Division 296, Mulino was asked whether the government ...

Chalmers says tax reform coming, but offers no detail

ELIZA BAVIN | MONDAY, 25 AUG 2025

... something that we will pick up and run with." Chalmers also confirmed the government would be looking at reforms around family trusts and capital gains discounts to bring more equality. "We've tried to make it clear that a lot of what we're doing already ...

Grattan calls for large scale tax reform

ELIZA BAVIN | FRIDAY, 22 AUG 2025

... shelter; introducing at least a low tax rate on earnings in retirement; reducing the capital gains discount; reforms to family trusts," Sathanapally said. "Or the repair could be systematic: a dual-income system that brings consistency to how we treat ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA | FRIDAY, 11 JUL 2025

... granted to an investor in the Australian Property Bonds. Lastly, Judge Button rejected ASIC's argument that family trusts associated with Mawhinney received amounts traceable to funds invested in the Core Notes. Last April, Mawhinney was arrested ...

Mutual Trust adds three partners

ELIZABETH FRY | MONDAY, 14 OCT 2024

... Big Four and mid-tier chartered accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy their capital to expand their businesses ...

CVC sells 20% stake in Eildon

KARREN VERGARA | MONDAY, 24 APR 2023

... for investments in the medium term. Founded in 2004, Samuel Terry invests in debt and equity, and is owned by the family trusts of Fred Woollard, Nigel Burgess and Mitch Taylor. They manage the Samuel Terry Absolute Return Fund, a wholesale fund that ...

Government welcomes ATO family trust guidance

CHLOE WALKER | TUESDAY, 12 APR 2022

Assistant treasurer Michael Sukkar has welcomed the ATO's recent draft guidance on family trusts, noting that they are a legitimate and important way for families, particularly those running small businesses, to manage their financial affairs. This ...

Woman allegedly left out of will because she was born by artificial insemination

ELIZABETH MCARTHUR | FRIDAY, 18 DEC 2020

... before his death. Michael Meehan, chief financial officer of Escor Group (the group under which many of the Smorgon family trusts sit), filed an affidavit in response arguing that Samantha Smorgon is not entitled to see the documents. He said seven of ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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