In today’s ever-evolving tax and regulatory environment, one thing remains certain – it’s all a matter of trust. And for high-net-worth families and sophisticated investors, that trust is often placed not just in advisers, but in the structures used to manage their wealth.
There’s been plenty of noise lately about how Australians hold their wealth, with hot-button issues like Division 296, Division 7A, and family trust elections making headlines – or at least giving accountants sleepless nights. But beyond the technicalities, a bigger conversation is brewing: how do we retain flexibility, preserve wealth, and remain compliant amid increasing scrutiny?