Meet Our Team
The Team
Shane
Director & Adviser
Profile
Nick
Director & Finance Specialist
Profile
Shane Neaves
Director & Adviser
Coming soon
Shane Neaves is an authorised representative (1247908) of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Nick Webb
Director & Finance Specialist
Coming soon
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Is Your Family Trust Facing a Minimum 30% Tax Rate?
The 2026-27 Federal Budget has put family trusts firmly in the government's crosshairs. If proposed new rules become law, trustees of discretionary trusts will be required to pay a flat 30 per cent minimum tax on trust income from 1 July 2028. This is a fundamental departure from the income-splitting flexibility that has made these structures so attractive to Australian families and small business owners for decades. With bucket company arrangements effectively penalised, transitional rollover relief on the horizon, and the fixed trust distinction harder to satisfy than many assume, the implications are wide-ranging. Here is what you need to know.
Federal Budget 2026-27
The 2026-27 Federal Budget has landed with some of the most significant structural tax changes in a generation. Treasurer Jim Chalmers has overhauled the rules for property investors, winding back negative gearing to new builds only and replacing the long-standing 50% capital gains tax discount with inflation-indexed gains and a 30% minimum tax rate. Family trusts face a new 30% minimum tax from 2028, while workers get a $250 permanent tax offset and an immediate $1,000 work-related deduction. For motorists, fuel excise has been temporarily halved and the electric vehicle FBT exemption is being phased out over three years. Here is what it all means for your finances.
The Psychology of Grief and Wealth
When a loved one passes away, the profound emotional weight of grief can make financial decision-making incredibly difficult. The shock of bereavement can overwhelm individuals, sometimes leading them to spend an inheritance quickly to avoid painful reminders, or freeze completely out of a fear of making the wrong choice. Traditional estate planning focuses purely on the distribution of assets, often ignoring this heavy emotional toll. To truly support your family, a modern wealth transfer strategy must include a built-in psychological safety net. By implementing practical legal structures and clear communication, you can shield your loved ones from the immediate pressures of sudden wealth and give them the breathing space they need during their toughest days.
Why ‘Seeing is Believing’ is a Financial Risk in 2026
Scammers are no longer easy to spot. In 2026, artificial intelligence has fundamentally changed the nature of online investment fraud, enabling criminals to produce seamless deepfake videos of trusted public figures, build polished fake trading platforms, and even hide their activity from the social media systems designed to stop them. In response, Australia's financial regulator removed nearly 12,000 scam websites in a single year, a record, yet the threat continues to grow. Here's what you need to know to protect yourself.