01/06/2026
If you have a family trust or investment structure, June is one of the most important times of the year for tax planning.
Many business owners leave trust distribution decisions until the last minute — which can lead to:
❌ Missed planning opportunities
❌ Unnecessary tax issues
❌ Compliance risks
❌ Stress before EOFY
Before June 30, it’s important to review:
✔ Expected trust income
✔ Beneficiary allocations
✔ Trustee resolutions
✔ Overall tax planning strategy
Good planning isn’t just about compliance — it can also help improve financial outcomes for family groups and business owners.
If you have a trust structure and haven’t reviewed your EOFY position yet, now is the time to start the conversation.
Message us to discuss your trust distributions, EOFY tax planning, or business structure review.
Disclaimer: The information shared here is general in nature and should not be considered financial, tax, or legal advice. Always seek personalised professional guidance before making financial decisions.