2026 Budget
Are Trusts Still Tax Effective After the 2026 Budget?
Are trusts still tax effective after the 2026 Budget? Learn how the new 30% trust tax affects investors, families, and wealth structures.
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Notes on Planning Decisions
Straightforward explanations of the rules, fees, and trade-offs that come up most often — written for people making the decision, not for other advisers.
James’s Notes
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2026 Budget Articles
- 2026 Budget
Is the 2026 Australian Federal Budget Anti-Investor?
Is the 2026–27 Federal Budget a hit to your wealth? Explore how the new negative gearing bans and capital gains tax rules divide the investing landscape.
- 2026 Budget
How Families and Business Owners Could Be Affected by Trust Tax Changes
Trust taxation is set to change from 2028. Learn how the new 30% minimum tax could affect families, business owners, and existing trust structures.
- 2026 Budget
8 Financial Planning Mistakes to Avoid After the 2026 Federal Budget
Outdated financial planning is now a tax liability. Discover the critical post-budget mistakes destroying family wealth and corporate structures.
- 2026 Budget
Estate Planning and Intergenerational Wealth Transfer After the 2026 Budget
The 2026–27 Budget reshapes succession. Discover how new trust rules, capital gains taxes, and the closure of pre-CGT loopholes affect your family legacy.
- 2026 Budget
Asset Protection Strategies After the 2026 Budget
Traditional wealth preservation setups are broken. Learn how to legally fortify your family and business assets against the latest budget and tax…
