Tax Planning Strategies for High Net Worth Clients

Tax planning for high-net-worth Australian clients is undergoing significant change as intensified ATO scrutiny, judicial developments, and proposed reforms reshape the way practitioners approach trusts, succession, asset protection, and wealth structuring. This practical webinar provides an advisory-focused framework for navigating these developments, with particular attention to the Bendel decision, Section 100A, Division 7A, discretionary trusts, and evolving ATO compliance expectations. Participants will explore how recent tax developments affect real-world structuring and advisory decisions, while gaining practical strategies for managing risk, strengthening documentation, and developing robust tax planning approaches for private groups and high-net-worth families.

Key Topics Discussed:

• ATO scrutiny and evolving tax planning expectations
• The Bendel decision and Division 7A implications
• Section 100A and PCG 2022/2
• GIC and SIC non-deductibility from 1 July 2025
• Proposed 30% minimum tax on discretionary trusts
• Family trust elections and FTDT exposure
• Asset protection and succession planning
• CGT concessions and structuring considerations
• Trust structures for high-net-worth families and private groups
• Documentation and evidentiary standards for ATO review
• Risk management in tax-sensitive structures
• Practical advisory strategies for evolving tax law