Proposed changes to how discretionary trusts are taxed will reshape the advice many of your clients need, and the decisions they make ahead of 1 July 2028 will matter. Join tax specialist Peter Johnson (Advisers Digest) for a practical walkthrough of the changes and what to do about them now. Then hear from Rebecca Mihalic (Ignition, businessDEPOT) on how to turn the questions clients are already asking into scoped, paid work.
90 minute session, plus live Q&A with Peter.
What you'll learn:
- What the proposed changes to discretionary trusts mean for your clients, and who's affected
- How the EET election works, and which clients should consider it before the 2028 deadline
- How to approach common scenarios, like a business sale where a company is a trust beneficiary
- How to turn these client conversations into scoped, priced advisory work
Speakers
Peter Johnson
Founder of Advisers Digest
Peter Johnson is the founder of Advisers Digest, a professional development training provider for accountants across Australia. With decades of experience as a practising accountant, Peter has built his reputation on delivering practical, straight-to-the-point training that helps accountants not only meet their CPD requirements but also strengthen their ability to solve complex client problems. He’s known for turning complex tax law into clear, practical insights that accountants can apply directly to client work.
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards
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