Trusts, Tax Planning & Wealth Structures Post Budget - Rose Corporate

How do the proposed Federal Budget changes impact trusts, business structures and long-term wealth planning for Australians? In this episode of The Property Playbook, Tim Graham is joined by Shane Rose and Benji Szafran from Rose Corporate to break down the accounting, taxation and structuring implications of the latest Federal Budget proposals. While much of the media focus has centred around property, this discussion goes much deeper — unpacking how proposed changes to Capital Gains Tax, discretionary trusts and negative gearing could affect: Small business owners Family trusts Entrepreneurs Investors Wealth creation strategies Intergenerational asset planning The episode explores: ✔️ How discretionary trusts actually work ✔️ Why trusts are commonly used for asset protection ✔️ The proposed 30% minimum trust tax changes ✔️ Potential double taxation concerns ✔️ Why business valuations may become increasingly important ✔️ How CGT changes could impact business exits and retirement planning ✔️ Why accountants and advisors are warning against panic decisions One of the standout insights from the episode: “You shouldn’t make long-term decisions based on short-term policy.” Shane and Benji also explain why many Australians may need far more strategic accounting and tax advice moving forward — particularly as uncertainty around legislation continues to evolve. To connect with Shane, Benji & the team, please visit: https://www.rosecorporate.com.au/ 📊 About The Property Playbook Hosted by Tim Graham from Hotspotting, The Property Playbook delivers expert insights into property investing, taxation, finance, wealth creation and the Australian economy. 🔔 Subscribe for More Subscribe for weekly interviews with Australia’s leading accountants, economists, property experts and wealth advisors. ---------- At Hotspotting.com.au, our passion for property investment is the driving force behind everything we do. Founded in 2006 by Terry Ryder, a renowned researcher and

Added 21 May 2026