Tax Returns and Deceased Estates

Understand the tax obligations that apply when someone dies, including the date of death tax return, deceased estate trust returns, and how to finalise a loved one's tax affairs correctly with the ATO.

2026 Budget Tax Changes

The Federal Government has announced three main changes to its proposed 2026 Budget tax reforms. Learn how expanded small business CGT relief, start-up concessions and testamentary trust exemptions could affect your financial future.

How to Structure a Business Post Budget 2026

The 2026 Federal Budget has prompted many business owners to review their structures. Learn how trusts, holding companies and succession planning strategies can help protect assets, manage risk and support long-term wealth creation.

Testamentary Trust Tax Backdown

The Government has exempted testamentary trusts from proposed trust tax changes, but families and business owners with complex structures should still review their arrangements. Learn what the changes mean and why proactive estate and succession planning remains important.

Capital Gains Tax Changes 2026

Australia's long-standing 50% Capital Gains Tax discount is set to be replaced. Learn what the proposed CGT changes could mean for property investors, business owners, SMSF trustees and families planning for the future.

Federal Budget 2026 Trust Tax Changes

The proposed Federal Budget 2026 discretionary trust tax changes could affect Australian family trusts, property investors and small businesses. Understand the proposed 30% trust tax, examples, risks and what business owners should consider before 2028.