STEP NSW Lunch and Learn | Wednesday 9 September 2026
STEP NSW Branch invites you to a Lunch & Learn Seminar with Robyn Jacobson, Senior Advocate, National Tax & Accountants’ Association.
Topic: Trust and estate planning in a changing tax environment: Family trust elections and the proposed minimum tax
Understanding the impact of family trust distribution tax and the proposed minimum tax on discretionary trusts
Australia’s trust taxation regime continues to evolve, creating new challenges for advisers, trustees and estate planning practitioners. This session will discuss the latest developments affecting trusts and succession planning, with a particular focus on family trust elections (FTEs), family trust distribution tax (FTDT), and the proposed minimum tax on discretionary trusts.
The session will cover:
- The purpose and operation of FTEs
- Identify when FTDT can arise and how to avoid common traps
- Assess the impact of the proposed minimum tax measures on discretionary trusts.
Event Details
Date: Wednesday 9 September 2026
Time: 12:30 – 13:30 AEST
Venue: Online via Microsoft Teams live-stream
Cost: STEP Members $45 | Non-Members $90
For further information or assistance, please contact stepnswaustralia@step.org