30/05/2026
If you run a business or hold investments through a trust, this is your reminder to get a professional review before June 30. ๐ด
Section 100A rules are tightening โ and the ATO isn't waiting for the formal 2027 deadline to start investigating.
What they're looking at:
โ Distributions to low-income family members (spouses, adult children, parents)
โ Where the actual benefit flows to someone else
โ Trust structures that haven't been reviewed in years
An outdated structure that was fine 5 years ago could be a compliance issue today.
We work with business owners and investors to ensure their structure is both tax-effective and defensible.
Book a strategy session at taxpurpose.com.au