New 30 per cent trust tax creates significant challenges for private groups
Client AlertThe announced 30 per cent minimum tax on discretionary trusts creates significant challenges for private groups.
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Whether you’re tackling a long‑standing challenge, unlocking new growth, testing diversification, strengthening governance, or pausing to reset direction, an external perspective helps cut through complexity. Independent advisers challenge assumptions, connect internal realities with market dynamics, and help leaders focus on what truly matters.
For many business owners, day‑to‑day demands leave little time to step back and plan. and accessing objective, high‑quality advice can feel costly or complex.
Grant Thornton’s Private Enterprise team delivers targeted business strategy sessions designed around your business, your industry and your priorities. Drawing on our full‑service capability, we assemble the right specialists and tailor the timing and frequency – whether at the start of a relationship or as part of an ongoing annual or periodic review.
These sessions identify three to five critical issues that will unlock momentum and drive success. We then translate these into a practical, prioritised implementation plan, supporting you to communicate clearly with your team, track progress, and embed change through hands‑on programs delivered alongside your people.
Our strategy workshops bring together deep industry insight, advisory expertise and specialist capabilities to clarify direction and confirm priorities. When leadership teams have clarity on where to focus, how to move forward, and how to deliver better value, drive growth and build a business ready for what’s next, success is achieved.
Grant Thornton International has distilled years of strategic conversations into 6 Box, which is a practical methodology that focuses on what truly drives business survival and growth. It brings clarity across six critical success factors:
Using informed questioning and visual tools, 6 Box helps you clearly articulate your ambitions, prioritise what matters most, and turn insight into a focused action plan. Supported by our technology, we can work with you in person or remotely, adapting to how your business operate.
The framework is flexible and can be used in a full leadership workshop or a targeted one on one discussion. Our role is to help protect your business today while positioning it to grow at pace for generations to come.
National Managing Partner – Private Enterprise
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The announced 30 per cent minimum tax on discretionary trusts creates significant challenges for private groups.
As professional services firms sharpen their focus on growth, scalability and succession, they’re beginning to revisit whether their existing operating structure is still fit for purpose. Changing your structure should be a strategic decision that can influence risk management, capital allocation, talent retention and long-term legacy, incorporation goes beyond a tax discussion.
There is positive news for individuals looking to grow their superannuation balance. In addition to the general transfer balance cap increasing from $2m to $2.1m, the concessional and non-concessional contribution caps are also set to increase from 1 July 2026.
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