Summary
The Federal Budget’s tax reforms are fundamentally changing the way discretionary trusts and capital gains are treated – including a proposed 30% minimum tax on discretionary trust income from 1 July 2028, and the replacement of the 50% CGT discount with cost-base indexation and a 30% minimum tax on real capital gains from 1 July 2027. Transitional arrangements, exemptions and restructuring relief only add to the complexity.
Join Tax Nuggets Founder Joyce Ong and instructor Matthew Hardy for a practical technical deep dive that moves beyond the headlines to examine what these changes mean for tax practitioners and clients in the real-world.
Through practical examples and real-world scenarios, Joyce and Matthew will unpack how the new rules are intended to operate, demonstrate how different structures and circumstances could produce dramatically different outcomes, and identify the questions accountants should be asking now.
As Founder and Director of MRTG Taxes, Matthew has over 25 years’ experience across professional services and major corporates, bringing a distinctly practical, commercial lens to complex tax issues.
Walk away with a clearer understanding of who may be affected, where the risks and planning opportunities lie, and how to turn post-Budget uncertainty into confident, client-ready advice.
CPD: 1 hour
Learning Outcomes:
- Identify the key Federal Budget tax reforms affecting discretionary trusts and capital gains
- Analyze the impact of the new measures across different client structures and scenarios
- Gain the insights needed to turn post-Budget uncertainty into client-ready advice
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Speakers
Take a look at our speakers scheduled for this event.
Joyce Ong
Founder, CEO at Tax Nuggets Academy
Joyce is the CEO and Founder of Tax Nuggets Academy, an online learning platform whose mission is to eradicate ‘Death by Powerpoint’, starting with the accounting industry in Australia.
Featured as a Top 20 Future Leader by CA ANZ, Joyce is a regular keynote speaker at industry events, and is also highly regarded as a tax specialist with extensive experience in Big 4 and mid-tier firms, as well as the ATO where she held a national role as the Tax Governance Lead in the ATO’s Top 500 program for privately-owned groups.
Matthew Hardy
Director at MRTG Taxes
Matthew Hardy is the Founder and Director of MRTG Taxes. Matt is an experienced tax professional with 25 years’ worth of experience across corporate and professional services. Before starting MRTG, he was the Non-US Tax Operations Leader for the Wind Energy segment at GE. Matt brings a practical and commercial skillset that lends itself to small and large businesses alike. These days, his passion is education and advisory, helping small businesses manage their tax and broader risk profiles to ensure they achieve their growth goals.
Fees
Below is all of the pricing information for the event.
AUD pricing is inclusive of GST.
Member fee: Complimentary
Non-Member fee: $30.00 AUD