About This Webinar
Trust changes aren't law yet. Know what to do when they are.

The proposed 30% minimum tax on discretionary trust distributions isn't law yet, but the restructuring case for your clients is something you need to carefully consider.

Restructuring may trigger CGT events, changes to contracts, leases, etc. All of which require time, cost, and effort.

Join David Boyar and Timothy Munro for a live session on which client groups need a trust to company restructure, how the numbers change once flow-through credits disappear, and how to make the call before the legislation passes.

What you'll learn:

  • Why the proposed 30% minimum tax on trust distributions, from 1 July 2028, changes the case for bucket companies

  • How to decide between a trust and company structure, with Section 100A and streaming considerations

  • What to do about pre-1985 assets. Your younger team members in your firm may not have seen this before, so you'll need to educate them on this one!

  • What to say to clients now, without promising something that hasn't passed yet

Presenters
  • 1710132343-3516c9f8d660ff38
    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
  • 1710132449-35c5d877d8ddf8c3
    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.