As year end approaches, many trustees turn their minds to making distributions from discretionary trusts.

After several years of ho-hum Budgets, with speculation around the CGT discount, negative gearing, and FBT / road user charges for EVs, the 2026-2027 Federal Budget may have plenty for tax advisors to focus on.  

This webinar reviews Justice Lee’s Federal Court decision and draws out the matters executives and directors need to consider when performing their respective roles. 

Lawyers, accountants and real-estate agents will soon come under Australia’s anti-money laundering and counter terrorism financing (AML/CTF) regime, accompanied by obligations to assess the risk of their clients and verify identities.

In this session we will share practical insights on the latest developments in employment law and what they mean for your organisation.

Payday Super is now law. Effective from 1 July 2026, Payday Super means big changes for employers and super funds, including that employers will have to align super contributions for their employees with ‘pay day’. This webinar will cover the key changes under the new Payday Super that employers and their advisers should be aware of.

An estate plan often sets out to treat the beneficiaries on equal terms. However, it may not be until the estate is being administered that tax rears its head in some form so that one beneficiary’s share is diminished by the potential tax consequences attached to a certain asset, including superannuation.

 In this session, Phil will examine the issues and potential strategies in relation to the new superannuation Div 296 tax, including what (if anything) may be done before 1 July 2026 and 1 July 2027.

This session will examine potential strategies and planning in relation to dealing with death benefits from a tax perspective.

Family trust elections offer considerable benefits to family groups. However, the consequences for getting it wrong – family trust distribution tax at 47% plus the general interest charge – are dire. Adding to the mix is that family trust elections are an area of ATO focus.

Join our webinar: Shareholder Disputes and Oppressive conduct claims: a discussion of the principles through some recent case examples

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

Family-owned businesses and investment structures often hold significant wealth but much of it remains "locked" for reasons of tax efficiency, asset protection, or the need to retain control. This session explores how families can both unlock wealth when needed and establish enduring mechanisms for multi-generational wealth stewardship.

In this session, Katherine Dennis will unpack what really drives Gen Z at work, the legal and cultural implications for employers, and practical strategies to adapt.

This session will examine the common issues that present when controllers of trusts lose capacity.

The returning Labor Government intends to legislate its proposed new tax on members with more than $3 million in super (known as Division 296 tax). In this session, we will examine the proposed new tax.

Whilst the income tax is often front of mind, when it comes to small-scale property developments, GST should not be overlooked.
This session explores how GST can impact on such projects.

Safe Harbour for Directors to Avoid Personal Liability: What is it, how do you access it and how do you maintain the protection?

The Full Federal Court’s decision in Commissioner of Taxation v Bendel (February 19, 2025) has redefined the tax landscape for trusts, ruling that unpaid present entitlements (UPEs) between a corporate beneficiary and a trust do not constitute a loan under s109D(3) of Division 7A.

Sometimes relationships don’t always work out. The appeal of operating a business in a trust and the prospect of the CGT discount may no longer outweigh the challenges of managing unpaid present entitlements and preparing annual distribution minutes.

It seems that all investment structures are being attacked by Government and Revenue Authorities these days.

All you need to know about recent changes in Victorian property taxes.

As the SMSF system matures we are seeing more and more disputes between members and trustees. Disputes can involve members wanting to exit, decisions around investments, death benefit disputes and one of the member/trustees going rogue.

Director’s duties are expanding in the ESG space, especially in relation to nature-related risks. Both ASIC and the ACCC have identified greenwashing as a significant ongoing area of concern and investigations of this nature are high on their regulatory agenda.

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

The workshop will focus on minimising business risks that arise from managing employee behaviour and performance and will conducted by:
Jasmine O'Brien - Principal

A person’s main residence can be their most significant asset. The main residence exemption is (arguably) the most generous exemption for post-CGT assets in the income tax legislation..

In this webinar we will delve into the intricacies of Family Trust Elections (FTEs). Through the exploration of real-life case studies, we'll uncover practical tips and potential pitfalls associated with both making and managing FTEs.

Recent changes in policy and application of the payroll tax rules for medical centres are causing difficulties for many taxpayers.

What does 'insolvent trading' really mean? How far does a director’s duty go, and can a director avoid personal liability?