
The 2026 federal Budget with CGW - Discretionary trusts
Welcome to The 2026 federal Budget with CGW, our limited podcast series that breaks down how the 2026 Budget changes may affect you. In this first episode, partners Scott Hay-Bartlem and Linda Tapiolas from Cooper Grace Ward’s private client team explore the significant proposed changes to discretionary trusts. They cover new minimum tax rates, beneficiary tax credits, exemptions, and the challenges of restructuring trust and company arrangements. With uncertainty still surrounding the legislation, Scott and Linda explain why caution is essential and what clients should watch closely. Stay tuned for upcoming episodes on CGT and negative gearing reforms.













