Register now to secure your place.
PTP Talking Trusts: What Proposed Tax Changes Mean for You.
Live Session and Q&A.
Going live in…
2026/10/13 12:00:00
Have a trust, or thinking about setting one up? The proposed changes to discretionary trust taxation could affect the tax you pay and the flexibility of your structure, so it’s worth some careful consideration.
Following the May 2026 Federal Budget announcement, draft legislation has now been released, including a proposed 30% minimum tax on certain discretionary trusts from 1 July 2028.
Join PTP’s award winning business advisors, Joe Seccull and Tam Daniel for a free, practical online session exploring what the proposed changes could mean for business owners, families and investors.
Using practical examples, Joe and Tam will explain:
- The key proposed changes and who could be affected.
- What they could mean for income tax and the way trust income is distributed.
- How the flexibility of trusts may change.
- Why trusts may still be worth considering, and where they continue to make sense.
- What to consider for both existing trusts and new structures.
We’ll finish with a live Q&A, giving you the opportunity to put your questions to Joe and Tam.
Tuesday 13 October 2026
12 noon–12.45 pm AEDT (Melbourne time)
Free online session, including live Q&A
Register now to understand the proposals and the questions worth asking about your own structure.
This session will discuss proposed legislation, which remains subject to change, and provide general information rather than advice tailored to your circumstances.
Your Multi-Award Winning Presenters
Joe Seccull
Partner, PTP
Joe is a highly regarded business strategist and partner in PTP’s advisory arm. With many years’ experience in accounting, compliance and strategy, he’s helped over 500 businesses generate over a billion dollars in revenue growth and profit. Known for his down-to-earth style, Joe doesn’t just look at numbers. He gets to know the business and the owner behind them, turning stress points into growth opportunities.
Tam Daniel
Partner, PTP
Tam joined PTP over a decade ago and is now a partner in the Business Advisory team. A recognised leader — including being named in Ignition’s Top 50 Women in Accounting globally, Tam pairs her accounting expertise with real business ownership experience. She mentors owners with clarity and calm, helping them take control of financial strategy and make positive decisions that drive growth.
About PTP
Perta Thomson Partners, founded by Brian Thomson and Lou Perta in 2004, emerged from a commitment to innovate within the accounting sector. With a vision to do things differently, we quickly recognized the need to adapt to the evolving financial needs of our clients.
As our firm evolved, wealth creation and business advisory services were introduced, ensuring a comprehensive suite of financial and business solutions that align with our clients’ goals.
Today, known simply as PTP, our business stands strong with seven dedicated partners across four strategically positioned offices in regional Victoria and Melbourne. Our award-winning business advisory team brings unparalleled skill and creativity, seamlessly integrating with our tax and wealth experts’ proven accountability and meticulous attention to detail.
At the heart of PTP’s mission is our commitment to embodying our firm’s guiding motto, “Creating Dreams Worth Fighting For.” We believe that every client’s vision deserves unwavering support and insightful guidance. Our tailored services empower clients to focus on their passions, unlocking the door to a fulfilling life that goes beyond the everyday demands of business.
Together with our clients, PTP turn dreams into reality, crafting a path that celebrates ambitions and enhances each unique journey.
We’re Creating Dreams Worth Fighting For.