ATB Partners - Chartered Accountants and Business Mentors

ATB Partners - Chartered Accountants and Business Mentors We are proactive business accountants and wealth advisors offering a complete range of financial serv

ATB Partners - Chartered Accountants and Business Mentors Parramatta - will take your SME to the next level. For more than two decades, our passion and commitment to guiding small business has helped 1000's of Australian businesses flourish — often in turbulent market conditions. With tailored advice targeting your business — we’re more than just accountants. In addition to the standard duties of

completing accounts, payroll, and tax returns — we offer mentorship, risk management strategies, and tax-efficiency planning. And, with cloud-based accounting software, we can provide the remote services of Virtual CFOs and bookkeeping — allowing us to operate Australia-wide, and offer expertise at the fraction of the cost of in-house employee.

⚠️ 𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗶𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝘄𝗲𝗮𝗸𝗶𝗻𝗴 𝘁𝗮𝘅 𝗿𝘂𝗹𝗲𝘀 𝗶𝘁 𝗶𝘀 𝗿𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗵𝗼𝘄 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮𝗻 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶...
02/06/2026

⚠️ 𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗶𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝘄𝗲𝗮𝗸𝗶𝗻𝗴 𝘁𝗮𝘅 𝗿𝘂𝗹𝗲𝘀 𝗶𝘁 𝗶𝘀 𝗿𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗵𝗼𝘄 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮𝗻 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘄𝗲𝗮𝗹𝘁𝗵.
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𝗧𝗵𝗿𝗲𝗲 𝗺𝗮𝗷𝗼𝗿 𝗿𝗲𝗳𝗼𝗿𝗺𝘀 𝗮𝗿𝗲 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗮𝘁 𝗼𝗻𝗰𝗲:
• 𝗔 𝟯𝟬% 𝗺𝗶𝗻𝗶𝗺𝘂𝗺 𝘁𝗮𝘅 𝗼𝗻 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝘂𝘀𝘁𝘀
• 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝘁𝗵𝗲 𝟱𝟬% 𝗖𝗚𝗧 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁
• 𝗥𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗶𝗼𝗻𝘀 𝗼𝗻 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗴𝗲𝗮𝗿𝗶𝗻𝗴 𝗳𝗼𝗿 𝗲𝘀𝘁𝗮𝗯𝗹𝗶𝘀𝗵𝗲𝗱 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆
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Individually, each reform is significant. Together, they change the strategic landscape for business owners, investors and families planning for retirement and succession.

𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝗲𝘃𝗲𝗿𝘆 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗻𝗼𝘄 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝘀 𝘁𝗼 𝗮𝗻𝗼𝘁𝗵𝗲𝗿:
➡️ 𝗥𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗮 𝘁𝗿𝘂𝘀𝘁 𝗺𝗮𝘆 𝘁𝗿𝗶𝗴𝗴𝗲𝗿 𝗖𝗚𝗧 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀
➡️ 𝗖𝗚𝗧 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗮𝗳𝗳𝗲𝗰𝘁 𝘄𝗵𝗲𝗿𝗲 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗿𝗲𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱
➡️ 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗶𝗺𝗽𝗮𝗰𝘁 𝘀𝘂𝗽𝗲𝗿𝗮𝗻𝗻𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻 𝟮𝟵𝟲 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲
➡️ 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻
➡️ 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗳𝗳𝗲𝗰𝘁𝘀 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗳𝗮𝗺𝗶𝗹𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀
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This is why tax advice can no longer sit in isolation.

At ATB Partners, our chartered accountants and financial planners work together under one integrated team assessing tax, structure, super, succession and estate planning as one coordinated strategy.

Importantly, these reforms are not immediate. Most changes are proposed to begin over the next 12–24 months, which creates a valuable planning window for families and business owners to review their position strategically not react emotionally.

Periods of legislative change create both risk and opportunity. The people who prepare early are usually the ones with the most flexibility when the rules finally change.

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀. 𝗟𝗲𝘁'𝘀 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻.
R𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗵𝗲𝗿𝗲 https://lnkd.in/gpqXRw3h

01/06/2026

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗽𝗿𝗼𝗺𝗶𝘀𝗲𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗱𝗲𝘁𝗮𝗶𝗹 𝘁𝗲𝗹𝗹𝘀 𝗮 𝗺𝗼𝗿𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝗱 𝘀𝘁𝗼𝗿𝘆.

𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 👇

✅ $20,000 instant asset write-off made permanent
Useful certainty for businesses under $10 million turnover but the threshold remains relatively low for meaningful capital investment.

✅ Loss carry-back returns
Companies can offset losses against prior profits from 1 July 2026, but refunds are capped by available franking credits limiting the benefit for many businesses.

✅ R&D incentive changes
Higher offsets for eligible R&D, but tighter rules, higher spending thresholds and increased ATO scrutiny mean many businesses may find access harder, not easier.

✅ $1,000 standard deduction
A practical simplification for employees and sole traders, with modest tax savings for most Australians.

The bigger picture?

𝗪𝗵𝗶𝗹𝗲 𝘁𝗵𝗲𝘀𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝘀 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗶𝗻𝗰𝗿𝗲𝗺𝗲𝗻𝘁𝗮𝗹 𝘀𝘂𝗽𝗽𝗼𝗿𝘁, 𝘁𝗵𝗲 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝘂𝘀𝘁𝘀, 𝗖𝗚𝗧 𝗮𝗻𝗱 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗴𝗲𝗮𝗿𝗶𝗻𝗴 𝗮𝗿𝗲 𝗹𝗶𝗸𝗲𝗹𝘆 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗮 𝗳𝗮𝗿 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗻 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘄𝗲𝗮𝗹𝘁𝗵 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴.

The key for business owners is understanding how tax, business, investment and succession planning all fit together not focusing on one Budget announcement in isolation.

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗳𝗼𝗿 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗿𝗲𝘃𝗶𝗲𝘄 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀.
L𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 https://lnkd.in/gpqXRw3h

🏡 𝗡𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗴𝗲𝗮𝗿𝗶𝗻𝗴 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮’𝘀 𝘄𝗲𝗮𝗹𝘁𝗵-𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺 𝗳𝗼𝗿 𝗼𝘃𝗲𝗿 𝟰𝟬 𝘆𝗲𝗮𝗿𝘀.Successive governments encourag...
27/05/2026

🏡 𝗡𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗴𝗲𝗮𝗿𝗶𝗻𝗴 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮’𝘀 𝘄𝗲𝗮𝗹𝘁𝗵-𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺 𝗳𝗼𝗿 𝗼𝘃𝗲𝗿 𝟰𝟬 𝘆𝗲𝗮𝗿𝘀.

Successive governments encouraged everyday Australians teachers, tradies, nurses, business owners and working families to invest in residential property as a pathway to financial security and retirement wealth.

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝘀 𝗮 𝗺𝗮𝗷𝗼𝗿 𝘀𝗵𝗶𝗳𝘁 𝘁𝗼 𝘁𝗵𝗮𝘁 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸.

From 1 July 2027, losses on established residential investment properties acquired after Budget night will no longer be deductible against salary or business income. Instead, those losses can only offset future rental income or capital gains from residential property.

𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁𝗹𝘆:
✔️ 𝗘𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 𝗮𝗿𝗲 𝗴𝗿𝗮𝗻𝗱𝗳𝗮𝘁𝗵𝗲𝗿𝗲𝗱 𝗶𝗻𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗲𝗹𝘆
✔️ 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝘀 𝗲𝗻𝘁𝗲𝗿𝗲𝗱 𝗯𝗲𝗳𝗼𝗿𝗲 𝟭𝟮 𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗿𝗲𝗺𝗮𝗶𝗻 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱
✔️ 𝗡𝗲𝘄 𝗯𝘂𝗶𝗹𝗱𝘀 𝗿𝗲𝘁𝗮𝗶𝗻 𝗳𝘂𝗹𝗹 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗴𝗲𝗮𝗿𝗶𝗻𝗴 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀
✔️ 𝗦𝘂𝗽𝗲𝗿 𝗳𝘂𝗻𝗱𝘀, 𝗯𝘂𝗶𝗹𝗱-𝘁𝗼-𝗿𝗲𝗻𝘁 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗮𝗻𝗱 𝗰𝗲𝗿𝘁𝗮𝗶𝗻 𝘁𝗿𝘂𝘀𝘁𝘀 𝗮𝗿𝗲 𝗲𝘅𝗰𝗹𝘂𝗱𝗲𝗱

This means the property decision for future investors changes materially particularly the choice between established property and new builds.

E𝘃𝗲𝗻 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗻𝗼𝘄 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗿𝗲𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆:
• Selling a grandfathered property may mean losing access to the old rules on the replacement asset
• Proposed CGT reforms from 1 July 2027 could significantly alter after-tax outcomes
• Property strategy can no longer be viewed separately from superannuation, retirement and estate planning

These reforms are still proposals and have not yet become law. But the direction of policy is becoming increasingly clear.

The key is not reacting emotionally it is understanding how the changes affect your long-term wealth strategy, cash flow and succession plans.

𝗔𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, 𝘄𝗲 𝗵𝗲𝗹𝗽 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝘀𝘀𝗲𝘀𝘀 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆, 𝘁𝗮𝘅, 𝘀𝘂𝗽𝗲𝗿 𝗮𝗻𝗱 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗺𝗮𝗷𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗻𝗲𝘃𝗲𝗿 𝗯𝗲 𝗺𝗮𝗱𝗲 𝗶𝗻 𝗶𝘀𝗼𝗹𝗮𝘁𝗶𝗼𝗻.

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘁𝗼 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻.
𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉https://www.atb.net.au/

💥 𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗺𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝗿𝗲𝘀𝗵𝗮𝗽𝗲 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗴𝗮𝗶𝗻𝘀 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮.If you own investment pro...
25/05/2026

💥 𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗺𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝗿𝗲𝘀𝗵𝗮𝗽𝗲 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗴𝗮𝗶𝗻𝘀 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮.

If you own investment properties, shares, or business assets outside the small business CGT concessions, this proposal changes the economics of holding and selling assets.

𝗙𝗿𝗼𝗺 𝟭 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟳, 𝘁𝗵𝗲 𝗹𝗼𝗻𝗴-𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝟱𝟬% 𝗖𝗚𝗧 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 is proposed to be replaced with:
➡️ Cost base indexation for assets held more than 12 months
➡️ A minimum 30% tax on capital gains

In a low-inflation environment, indexation is unlikely to replicate the value of the current 50% discount meaning many Australians could face significantly higher tax bills on sale.

𝗪𝗵𝗮𝘁 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱?
✔️ Existing gains accrued before 1 July 2027 retain the 50% discount
✔️ Main residence exemption remains
✔️ Superannuation tax treatment unchanged
✔️ Small business CGT concessions remain fully intact including the powerful 15-year exemption and retirement exemption

This creates a critical planning window over the next 14 months.

𝗕𝘂𝘁 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗮𝗯𝗼𝘂𝘁 𝗽𝗮𝗻𝗶𝗰-𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁𝘀. 𝗜𝘁 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗿𝗲𝘃𝗶𝗲𝘄:
• 𝗪𝗵𝗶𝗰𝗵 𝗮𝘀𝘀𝗲𝘁𝘀 𝗮𝗿𝗲 𝗯𝗲𝘁𝘁𝗲𝗿 𝘀𝗼𝗹𝗱 𝗯𝗲𝗳𝗼𝗿𝗲 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟳?
• 𝗪𝗵𝗶𝗰𝗵 𝗮𝘀𝘀𝗲𝘁𝘀 𝗮𝗿𝗲 𝗯𝗲𝘁𝘁𝗲𝗿 𝗿𝗲𝘁𝗮𝗶𝗻𝗲𝗱 𝗹𝗼𝗻𝗴 𝘁𝗲𝗿𝗺?
• 𝗦𝗵𝗼𝘂𝗹𝗱 𝗽𝗿𝗼𝗰𝗲𝗲𝗱𝘀 𝗯𝗲 𝗿𝗲𝗱𝗶𝗿𝗲𝗰𝘁𝗲𝗱 𝗶𝗻𝘁𝗼 𝘀𝘂𝗽𝗲𝗿𝗮𝗻𝗻𝘂𝗮𝘁𝗶𝗼𝗻, 𝗱𝗲𝗯𝘁 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗼𝗿 𝗻𝗲𝘄 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀?
• 𝗛𝗼𝘄 𝗱𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗮𝗹𝗶𝗴𝗻 𝘄𝗶𝘁𝗵 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴?

The right answer will differ for every family and every asset. Tax strategy without financial planning is incomplete and financial planning without tax strategy can be expensive.

At ATB Partners, we model both together to help clients make informed long-term decisions.

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘁𝗼 𝘄𝗮𝗹𝗸 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘆𝗼𝘂𝗿 𝗮𝘀𝘀𝗲𝘁 𝗯𝗮𝘀𝗲.
𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗵𝗲𝗿𝗲👉 https://www.atb.net.au/federal-budget-2026-27-protecting-wealth-in-a-changing-tax-landscape/

𝗙𝗿𝗼𝗺 𝟭 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟴, 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝘀 𝗮 𝗺𝗶𝗻𝗶𝗺𝘂𝗺 𝟯𝟬% 𝘁𝗮𝘅 𝗼𝗻 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝘂𝘀𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻...
21/05/2026

𝗙𝗿𝗼𝗺 𝟭 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟴, 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝘀 𝗮 𝗺𝗶𝗻𝗶𝗺𝘂𝗺 𝟯𝟬% 𝘁𝗮𝘅 𝗼𝗻 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝘂𝘀𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝘁𝗿𝘂𝘀𝘁 𝘁𝗮𝘅 𝗿𝗲𝗳𝗼𝗿𝗺𝘀 𝗶𝗻 𝗱𝗲𝗰𝗮𝗱𝗲𝘀.

𝗧𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗶𝗺𝗽𝗮𝗰𝘁? The traditional “bucket company” strategy used by many family businesses may no longer work the way it has for the past 30 years. Under the proposal, corporate beneficiaries could be taxed on trust distributions without receiving credits for tax already paid by the trustee.

Treasury expects to raise $4.5 billion over four years a clear sign family trust structures are firmly in the spotlight.

𝗪𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝗱𝗼 𝗻𝗼𝘄?
✔️ 𝗥𝗲𝘃𝗶𝗲𝘄 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝘁𝗿𝘂𝘀𝘁 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘀𝘁𝗶𝗹𝗹 𝘄𝗼𝗿𝗸𝘀
✔️ 𝗥𝗲𝗮𝘀𝘀𝗲𝘀𝘀 𝗯𝘂𝗰𝗸𝗲𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝗿𝗿𝗮𝗻𝗴𝗲𝗺𝗲𝗻𝘁𝘀
✔️ 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝗿𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗲𝘅𝗽𝗹𝗼𝗿𝗲𝗱 𝗱𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗿𝗼𝗹𝗹𝗼𝘃𝗲𝗿 𝗿𝗲𝗹𝗶𝗲𝗳 𝗽𝗲𝗿𝗶𝗼𝗱
✔️ 𝗔𝗹𝗶𝗴𝗻 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻, 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝘀𝘂𝗽𝗲𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀

Importantly this is still only a proposal and has not yet passed Parliament.

The key is not reacting emotionally, but planning strategically. The families who prepare early will have the most flexibility if these measures become law.

At ATB Partners, we help business owners look at the full picture tax, structure, super and succession together.

C𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝘆𝗼𝘂𝗿 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻.

L𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 https://www.atb.net.au/federal-budget-2026-27-protecting-wealth-in-a-changing-tax-landscape/

𝗪𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱 𝟰 𝗵𝗼𝘂𝗿𝘀 𝗮 𝘆𝗲𝗮𝗿 𝗱𝗼 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀? ⏱️ At ATB Partners, that's roughly how long our quarterly meetings take ...
18/05/2026

𝗪𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱 𝟰 𝗵𝗼𝘂𝗿𝘀 𝗮 𝘆𝗲𝗮𝗿 𝗱𝗼 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀? ⏱️

At ATB Partners, that's roughly how long our quarterly meetings take across the whole year. 𝗙𝗼𝘂𝗿 𝘀𝗲𝘀𝘀𝗶𝗼𝗻𝘀. 𝗙𝗼𝘂𝗿 𝗵𝗼𝘂𝗿𝘀. And the impact is real:

✅ 𝗕𝗲𝘁𝘁𝗲𝗿 𝘁𝗮𝘅 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀
✅ 𝗡𝗼 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝘀
✅ 𝗜𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗰𝗼𝗺𝗺𝗶𝘁
✅ 𝗔 𝗺𝗲𝗻𝘁𝗼𝗿 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗰𝗼𝗿𝗻𝗲𝗿 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿
✅ 𝗔 𝗱𝗲𝗱𝗶𝗰𝗮𝘁𝗲𝗱 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝗮𝘁 𝘁𝗵𝗲 𝗠𝗮𝗿𝗰𝗵 𝗾𝘂𝗮𝗿𝘁𝗲𝗿 𝗿𝗶𝗴𝗵𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝟯𝟬 𝗝𝘂𝗻𝗲

It's one of the highest-value things a small business owner can do. And it doesn't take nearly as much time as people think.

📌 Book your free 15-minute discovery session with ATB Partners today just send us a message or give us a call. We'd love to chat! 😊

𝗙𝗿𝗼𝗺 𝗡𝘂𝗺𝗯𝗲𝗿-𝗖𝗿𝘂𝗻𝗰𝗵𝗲𝗿 𝘁𝗼 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗔𝗱𝘃𝗶𝘀𝗲𝗿: 𝗪𝗵𝗮𝘁 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝗠𝗮𝗸𝗲 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲.Here's something not many people talk abo...
14/05/2026

𝗙𝗿𝗼𝗺 𝗡𝘂𝗺𝗯𝗲𝗿-𝗖𝗿𝘂𝗻𝗰𝗵𝗲𝗿 𝘁𝗼 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗔𝗱𝘃𝗶𝘀𝗲𝗿: 𝗪𝗵𝗮𝘁 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝗠𝗮𝗸𝗲 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲.

Here's something not many people talk about: running a business can be really isolating.

𝗬𝗼𝘂'𝗿𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 𝗯𝗶𝗴 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗰𝗼𝗻𝘀𝘁𝗮𝗻𝘁𝗹𝘆 𝗯𝘂𝘁 𝘄𝗵𝗼 𝗱𝗼 𝘆𝗼𝘂 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘁𝗮𝗹𝗸 𝘁𝗵𝗲𝗺 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘄𝗶𝘁𝗵? 𝗦𝗼𝗺𝗲𝗼𝗻𝗲 𝘄𝗵𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝘀 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗶𝗰𝘁𝘂𝗿𝗲, 𝗸𝗻𝗼𝘄𝘀 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗰𝗮𝗻 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂 𝗮𝗻 𝗵𝗼𝗻𝗲𝘀𝘁, 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝘃𝗶𝗲𝘄?
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For a lot of business owners, that role goes unfilled.

𝗔𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, our quarterly clients get more than accounting. They get a mentor someone who's across their numbers, knows their goals, and is genuinely in their corner when decisions need to be made.

📌 Book your free 15-minute discovery session with ATB Partners today Reach out by message or phone, we’d be glad to talk.😊

𝗙𝗮𝗺𝗶𝗹𝘆 𝘁𝗿𝘂𝘀𝘁𝘀 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗳𝗮𝗰𝗶𝗻𝗴 𝗺𝗮𝗷𝗼𝗿 𝘁𝗮𝘅 𝗰𝗵𝗮𝗻𝗴𝗲𝘀.𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀 𝗮 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗰𝗵𝗮𝗻𝗴𝗲 that could signifi...
13/05/2026

𝗙𝗮𝗺𝗶𝗹𝘆 𝘁𝗿𝘂𝘀𝘁𝘀 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗳𝗮𝗰𝗶𝗻𝗴 𝗺𝗮𝗷𝗼𝗿 𝘁𝗮𝘅 𝗰𝗵𝗮𝗻𝗴𝗲𝘀.

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲–2𝟳 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗕𝘂𝗱𝗴𝗲𝘁 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀 𝗮 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗰𝗵𝗮𝗻𝗴𝗲 that could significantly affect family businesses operating through discretionary trusts.

𝗙𝗿𝗼𝗺 𝟭 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟴, 𝗱𝗶𝘀𝗰𝗿𝗲𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝘂𝘀𝘁𝘀 𝗺𝗮𝘆 𝗯𝗲 𝘀𝘂𝗯𝗷𝗲𝗰𝘁 𝘁𝗼 𝗮 𝗺𝗶𝗻𝗶𝗺𝘂𝗺 𝟯𝟬% 𝘁𝗮𝘅 𝗿𝗮𝘁𝗲, 𝘄𝗶𝘁𝗵 𝗺𝗮𝗷𝗼𝗿 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗮𝗹𝘀𝗼 𝗽𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗳𝗼𝗿 𝗯𝘂𝗰𝗸𝗲𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝗿𝗿𝗮𝗻𝗴𝗲𝗺𝗲𝗻𝘁𝘀.

Importantly, 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗹𝗮𝘄 𝘆𝗲𝘁 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗶𝗺𝗽𝗮𝗰𝘁 𝗶𝘀 𝘁𝗼𝗼 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝘁𝗼 𝗶𝗴𝗻𝗼𝗿𝗲.

𝗙𝗮𝗺𝗶𝗹𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗻𝗼𝘄 𝗯𝗲 𝗿𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴:

✅ Whether their trust structure still makes sense
✅ Whether bucket company arrangements remain effective
✅ Whether restructuring may be needed during the proposed rollover window
✅ How this affects succession, retirement and superannuation planning

The key is not to react too early but not to leave planning too late.

𝗔𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, 𝘄𝗲 𝗿𝗲𝘃𝗶𝗲𝘄 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗶𝗰𝘁𝘂𝗿𝗲: 𝘁𝗮𝘅, 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, 𝘀𝘂𝗽𝗲𝗿𝗮𝗻𝗻𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻.

Contact ATB Partners to discuss how these proposed changes may affect your family business.

📋 𝗧𝗮𝘅 𝗿𝘂𝗹𝗲𝘀 𝗰𝗵𝗮𝗻𝗴𝗲 𝗺𝗼𝗿𝗲 𝗼𝗳𝘁𝗲𝗻 𝘁𝗵𝗮𝗻 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗿𝗲𝗮𝗹𝗶𝘀𝗲.New concessions. Updated thresholds. Changes to business structur...
13/05/2026

📋 𝗧𝗮𝘅 𝗿𝘂𝗹𝗲𝘀 𝗰𝗵𝗮𝗻𝗴𝗲 𝗺𝗼𝗿𝗲 𝗼𝗳𝘁𝗲𝗻 𝘁𝗵𝗮𝗻 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗿𝗲𝗮𝗹𝗶𝘀𝗲.

New concessions. Updated thresholds. Changes to business structures. Super cap adjustments.

If you're only talking to your accountant at tax time, some of these are probably catching you off guard.

𝗔𝘁 𝗔𝗧𝗕 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, 𝘄𝗲 𝗸𝗲𝗲𝗽 𝗼𝘂𝗿 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝘁𝗵𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿 𝗮𝗻𝗱 𝗵𝗲𝗹𝗽 𝘁𝗵𝗲𝗺 𝗮𝗰𝘁 𝘄𝗵𝗲𝗻 𝘁𝗵𝗼𝘀𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗰𝗿𝗲𝗮𝘁𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗿𝗶𝘀𝗸𝘀.

📌 Book your free 15-minute discovery session with ATB Partners today just send us a message or give us a call. We'd love to chat! 😊

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