WE. Insights
Tax & Structures
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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The trust tax that lands in 2028 is bigger than the headlines suggest, and the clock is already running.
Buried in the 2026-27 Federal Budget is a measure that will do more to reshape how ordinary Australian businesses are structured than…
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What happens to your negative gearing when the property passes to your kids or in divorce?
The Government told investors their existing negative gearing was safe “for as long as you hold it.” Read the actual Bill and…
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Business owners get a $10 million CGT reprieve — but the $6 million test still picks the winners!
The active asset reduction now reaches businesses turning over up to $10 million. The concessions that actually wipe out the tax still…
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The “death tax” that wasn’t: Government exempts testamentary trusts from the new 30% minimum tax
On 18 June the Government said testamentary trusts set up for genuine estate purposes will be exempt from the proposed 30% minimum…
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Discretionary Trusts and the 30% Minimum Tax: Should You Restructure?
A proposed 30% minimum tax on discretionary trusts from 1 July 2028, with a restructure window from 1 July 2027. How to…
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Deep Dive into Negative Gearing and the Federal Budget Proposals
Existing investment properties held at 7:30pm AEST on 12 May 2026 are grandfathered. What the negative gearing changes mean for new purchases,…
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The End of the 50% CGT Discount: What Property Investors Have 14 Months to Decide
The 50% CGT discount is replaced from 1 July 2027. What property investors should weigh before deciding to hold, sell or restructure,…
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Buying Your Next Property in a Trust or Company: What Has Changed — and Why It Matters – From a lending perspective.
For years, investors have used trusts and companies to support estate planning, asset protection and family income distribution. Those structures remain valid…
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ATO Intensifies Scrutiny on Income Splitting via Family Trusts: What Professionals Need to Know
At Wealth Effect Group, we’re dedicated to keeping you in the loop about regulatory changes that could impact your financial strategies. Recently,…
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Understanding Discretionary Trusts
Discretionary trusts are often utilized for asset protection, tax planning, and wealth distribution. They are invaluable tools for many individuals and should…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.