How the Proposed Tax Changes Could Affect the Way Families Hold and Grow Wealth
With ongoing discussions around tax reform and wealth structuring in Australia, many families, investors, and business owners are asking the same question: Is my current structure still the right one for the future?
To help provide clarity, XIN Wealth will be hosting an informative Wealth Talk on Monday, 29 September 2026 at 7:00 PM, exploring how proposed tax changes could affect the way Australians hold, protect, and grow wealth across generations.
Whether you currently hold assets in a family trust, own investment properties, operate a business, or are considering future succession planning, understanding your options has never been more important.
Event Details
Event: XIN Wealth Talk
Topic: Is Your Family Trust Ready for Tomorrow? How the Proposed Tax Changes Could Affect the Way Families Hold and Grow Wealth
Date: Monday, 29 September 2026
Time: 7:00pm – 8:00pm (AEST)
Free Live Online Webinar
Host: Frank Lin, Director of XIN Wealth Financial, Certified Financial Planner® and Accredited SMSF Association Specialist with over 15 years of industry experience helping Australians build, protect and grow wealth.
Why This Topic Matters
Family trusts have long been a popular structure for managing investments, business interests, and intergenerational wealth. However, as tax legislation evolves, many Australians are reviewing whether their existing arrangements continue to support their financial goals.
Importantly, the conversation extends beyond taxation alone. Long-term wealth strategies should also consider factors such as:
- Asset protection
- Family succession planning
- Control and decision-making
- Flexibility for future generations
- Investment growth objectives
- Estate planning considerations
A structure that worked effectively years ago may not necessarily be the most suitable solution moving forward.
What Will Be Covered?
During the session, attendees will gain insights into several key areas:
What Is Changing?
A high-level overview of the proposed tax changes, what they involve, and why they are generating significant discussion among financial professionals, investors, and business owners.
Who Could Be Affected?
Learn which individuals and families may need to review their current arrangements, including property investors, family businesses, high-net-worth households, and those planning for future wealth transfers.
Does Your Current Structure Still Fit?
Explore the broader considerations surrounding family trusts and wealth structures, including control, flexibility, succession planning, asset protection, and long-term financial objectives.
What Are the Alternatives?
The session will examine the role of alternative ownership structures such as companies, superannuation funds, personal ownership arrangements, and other strategic options that may be relevant depending on individual circumstances.
What Should You Be Doing Now?
Understand the important questions to raise with your accountant, financial adviser, and legal professionals before making any decisions regarding wealth structures or tax planning.
A Valuable Discussion for Property Owners and Investors
For many property investors, ownership structures play a significant role in managing investment portfolios, protecting assets, and planning for future generations.
As economic conditions, legislation, and financial goals evolve, taking the time to review your structure can help ensure your wealth strategy remains aligned with both current needs and long-term objectives.
Events such as this provide an opportunity to better understand the factors influencing these decisions and the questions worth exploring with trusted advisers.
Register Today
Whether you’re a property investor, business owner, trustee or simply looking to better understand your options, this webinar offers an opportunity to gain valuable knowledge and prepare for the future with confidence.
Register now to secure your place and learn how proposed tax changes could impact the way your family holds and grows wealth.