This webinar explores the Federal Government’s proposed 30% minimum tax on discretionary trusts and why it could be one of the most significant tax changes affecting private groups in recent decades.
Hosted by Melbourne Partner Yina Tang, the session features Partner Alexis Kokkinos, a leading voice in the consultation process with Treasury and the ATO.
Alexis explains how the proposed rules are expected to work, who may be affected, and the practical implications for family groups, business owners and investors.
Through real-world examples, he examines the impact on trust structures, corporate beneficiaries, trust losses, franking credits and asset ownership, while also unpacking the proposed restructuring concessions and the new Excluded Election Trust (EET) option.
And, he outlines the key questions groups should be asking now as they prepare for the proposed commencement date of 1 July 2028.
The legislation is still evolving, but the decisions made over the next two years could have long-term tax and commercial consequences.
Watch the full webinar to understand what’s changing, what it could mean for your group or business, and the steps you should be considering now.