Limited to 30 people – Free Member EventPost-Budget Member Q&A and Feedback – Capital Gains & Trust Taxation Update:
This session is designed as an interactive forum to gather member feedback and questions on recent and proposed Federal Budget tax changes. Rather than a formal presentation, the focus will be on open discussion, practical concerns, and real-world impacts affecting individuals, businesses, and trust structures.
You will hear from a local Financial Wealth Advisor and Accountant before members are encouraged to share their questions and concerns to help identify key areas of concern arising from the Budget measures.
Topics for discussion and feedback include:
- Impact of Capital Gains Tax (CGT) changes on individuals and businesses
- Practical implications of CGT for asset disposals, restructuring, and succession planning
- Current and proposed changes to trust taxation arrangements
- Potential policy direction and uncertainty around the future taxation of trusts
- Implications for discretionary trusts, family trusts, and business structures
- Changes affecting testamentary trusts and estate planning considerations
- Clarifying whether proposed reforms amount to “death duties” or inheritance-style taxation in Australia
- Member questions, lived experiences, and feedback on emerging tax policy impacts
The session will conclude with an open Q&A to ensure member concerns and insights are captured and can inform ongoing advocacy and engagement.
Venue: Ord Minnett Boardroom, Level 7, 50 Appel Street, Surfers Paradise.
Time: 7:15am – 8:30am .. includes light refreshments include tea & coffee.
MEMBER FREE EVENT – RSVP ESSENTIAL
Presenters Overview.
Lynda Woods has worked as a financial adviser for international investment houses managing over $350m. Her role provides access to the latest trends in global finance, markets, and currency movements. Her specialties include risk profiling, asset allocation, and tailored portfolio design to suit each client’s stage of life and individual needs. She also has a strong passion for and experience in philanthropic advisory services. Lynda holds qualifications in all areas of financial planning and stockbroking with expertise in SMSF’s, retirement planning and aged care. In addition to her advisory work, Lynda delivers daily finance updates on ABC Radio Gold Coast.
