Welcome to this month’s issue of our newsletter. Our aim is to keep you informed about current tax and superannuation related matters.
This month we look at:
- Family Trusts: If you have a family trust there are two recent major things that have happened that will affect the way they will be taxed in the future.
- New tax Legislation: With the Budget changes now legislated, perhaps it’s time to consider more closely how they may affect you, and what you can do about it.
- Foreign Residents cannot get a CGT exempt home: If you are a foreign resident for tax purposes when you sell your Australian home, you cannot claim the usual capital gains tax exemption on it.
- High Court rules unpaid trust amounts are not loans: The High Court has confirmed this is not automatically treated as a loan back to the trust.
- Borrowing in your SMSF: Self-managed super funds are generally not allowed to borrow money.
Click here to read the Rose Partners July Newsletter 2026
If you would like to discuss anything raised in the newsletter, please contact our Team.
