WEBINAR: 2026 ‘Taxing Times’ – Tax Law Series | Trust tax reforms – Understanding your options and planning your next steps

The proposed trust taxation reforms are among the most significant developments currently facing taxpayers, advisers and businesses that utilise discretionary trust structures. Following the release of the exposure draft legislation, the reforms have attracted considerable attention from taxpayers and industry bodies alike.

As the measures continue to evolve in response to stakeholder feedback, many organisations are seeking practical guidance on how the proposed changes may affect their existing structures, future planning, and broader tax risk profile.

Join Megan Bishop and Belinda Spence for the third instalment of our Taxing Times webinar series, as they examine the proposed reforms and explore the practical options available to taxpayers navigating this changing landscape.

In this webinar, we will discuss:

• The proposed trust taxation reforms and what they mean for taxpayers with discretionary trust structures.
• The options available to taxpayers, including the key advantages, risks and considerations associated with each approach.
• The practical factors businesses, family groups and advisers should evaluate when determining the most appropriate path forward.
• Key issues to consider when assessing existing structures and future planning opportunities.

Drawing on their experience advising clients through complex tax changes and structural reviews, Megan and Belinda will provide practical insights into the commercial implications of the proposed regime, and the decisions taxpayers may need to make in response.

Who should attend?

• Accountants and tax advisers
• In-house legal and tax teams
• CFOs, finance managers, and senior decision makers
• Professionals responsible for tax governance, risk management, and ATO engagement

Whether you are advising clients or managing tax risk within your organisation, this session will provide a practical framework for understanding the proposed reforms and assessing your options with confidence.

If you are unable to attend live, a recording will be available on-demand. Please register to receive the link.