Major change in proposed 30 per cent minimum tax on trusts
InsightNew “EET election” option for discretionary trusts to avoid the minimum 30 per cent without having to restructure, but creates inflexibility.
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Grant Thornton’s Family Office Services provides support focused on the core areas of tax, asset protection, statutory compliance, management reporting, family governance, estate planning, and financial education to successfully organise, protect and grow your wealth for the next generation.
As part of your Family Office Services function, our team are experienced working alongside your existing advisers and will ensure our services are fully co-ordinated within communications, reports and plans.
As part of our Family Office Services, we have developed the “Owner’s Room” which facilitates a family conversation around understanding your goals, and provides you with an opportunity to stop and articulate your vision. The Owner’s Room is incorporated into our initial workshop. During this session we guide you through a discussion covering areas such as your journey so far, where your business is today, and your plans for the future – with a specific focus on your family’s legacy.
At Grant Thornton we aim to create strong and meaningful client relationships. This means going beyond our technical expertise and elevating it with genuine care and sensitivity. We recognise your family is unique and our Family Office Services will develop tailored solutions in conjunction with your family, your providers, and our team. Moving forward we ensure our management services are flexible and have the ability to transform as your family’s needs evolve.

Partner & National Head of Self-Managed Superannuation
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New “EET election” option for discretionary trusts to avoid the minimum 30 per cent without having to restructure, but creates inflexibility.
For many successful families, creating wealth is only the beginning. As your businesses, investments and family interests grow, arrangements that once worked well can become difficult to manage.
In October, APRA Executive Board Member Suzanne Smith delivered a speech at the ICA Conference 2025. In her speech, Suzanne Smith urged the insurance industry to embrace resilience, innovation, and leadership as core pillars to future proof the industry, at a time of heightened scrutiny around operational resilience, consumer trust, and the evolving risk landscape driven by climate change and artificial intelligence.
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