Moores in Conversation | Federal Budget 2026-27 – Estate Planning Considerations

What do the latest Federal Budget announcements mean for your estate planning strategy?

In this video series, Practice Leaders Jennifer Dixon and Rowdy Johnson explore the proposed changes to discretionary trusts and the potential implications for estate planning.

The first discussion provides an overview of the proposed reforms from an estate planning perspective, while the second takes a closer look at the potential CGT implications and broader considerations for families and business structures.

Part 1 | The proposed changes from an Estate Planning perspective

Part 2 | Capital Gains Tax (CGT) Implications & Exceptions

How we can help

At Moores, our experienced Private Clients team can assist with reviewing existing estate plans and advising on flexible testamentary trust structures in light of the proposed reforms. We work with individuals and families to develop practical estate planning strategies that balance tax, asset protection and succession considerations.

Contact us

Please contact us for more detailed and tailored help.

Subscribe to our email updates and receive our articles directly in your inbox.


Disclaimer: This article provides general information only and is not intended to constitute legal advice. You should seek legal advice regarding the application of the law to you or your organisation.

Authors