---
title: WLM Blog | Trusts (2)
description: "Trusts | More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.  \n (2)"
image: https://insights.wlm.com.au/hubfs/WLM%20Accounting%20Blog.jpg
---

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- [About](https://www.wlm.com.au/about/)
- [Services](https://www.wlm.com.au/services/) 
    - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/)
    - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/)
- [Clients](https://www.wlm.com.au/clients/) 
    - [Construction & Trades](https://www.wlm.com.au/clients/construction/)
    - [Family Business](https://www.wlm.com.au/clients/family-business/)
    - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/)
    - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/)
    - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/)
- [Insights & Case Studies](https://insights.wlm.com.au/blog) 
    - [Blog](https://insights.wlm.com.au/blog)
    - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download)
    - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download)
- [Contact](https://www.wlm.com.au/contact/)

# News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

### Most Recent

**[Categories](https://insights.wlm.com.au/blog/tag/trusts/page/2#!)**

- [Accounting](https://insights.wlm.com.au/blog/tag/accounting)
- [Business Owners](https://insights.wlm.com.au/blog/tag/business-owners)
- [Australian Taxation Laws](https://insights.wlm.com.au/blog/tag/australian-taxation-laws)
- [Financial Planning](https://insights.wlm.com.au/blog/tag/financial-planning)
- [Tax Planning](https://insights.wlm.com.au/blog/tag/tax-planning)
- [ATO](https://insights.wlm.com.au/blog/tag/ato)
- [Superannuation](https://insights.wlm.com.au/blog/tag/superannuation)
- [Professionals](https://insights.wlm.com.au/blog/tag/professionals)
- [Home Owners & Investors](https://insights.wlm.com.au/blog/tag/home-owners-investors)
- [Family Business](https://insights.wlm.com.au/blog/tag/family-business)
- [25/26 Financial Year](https://insights.wlm.com.au/blog/tag/25-26-financial-year)
- [Renewable Energy & Environment](https://insights.wlm.com.au/blog/tag/renewable-energy-environment)
- [Self Managed Super Funds](https://insights.wlm.com.au/blog/tag/self-managed-super-funds)
- [23/24 Financial Year](https://insights.wlm.com.au/blog/tag/23-24-financial-year)
- [Construction](https://insights.wlm.com.au/blog/tag/construction)
- [Trusts](https://insights.wlm.com.au/blog/tag/trusts)
- [24/25 Financial Year](https://insights.wlm.com.au/blog/tag/24-25-financial-year)
- [Case Studies](https://insights.wlm.com.au/blog/tag/case-studies)
- [Insurance Underwriting](https://insights.wlm.com.au/blog/tag/insurance-underwriting)
- [Personal Income Tax](https://insights.wlm.com.au/blog/tag/personal-income-tax)
- [Payroll Tax](https://insights.wlm.com.au/blog/tag/payroll-tax)
- [WLM News](https://insights.wlm.com.au/blog/tag/wlm-news)
- [22/23 Financial Year](https://insights.wlm.com.au/blog/tag/22-23-financial-year)
- [26/27 Financial Year](https://insights.wlm.com.au/blog/tag/26-27-financial-year)

[![Year-end tax planning opportunities & risks](https://insights.wlm.com.au/hubfs/Year-end%20tax%20planning%20opportunities%20%26%20risks.png)](https://insights.wlm.com.au/blog/year-end-tax-planning-opportunities-risks)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 14 May 2025 —  7 min read

### [Year-end tax planning opportunities & risks](https://insights.wlm.com.au/blog/year-end-tax-planning-opportunities-risks)

**With the end of the financial year fast approaching we outline some opportunities to maximise your deductions and give you the low down on areas at risk of increased ATO scrutiny.**

[Read more](https://insights.wlm.com.au/blog/year-end-tax-planning-opportunities-risks)

[![Minimise your business tax - 2025 tax planning guide](https://insights.wlm.com.au/hubfs/Minimise%20your%20business%20tax%20-%202025%20tax%20planning%20guide-2.png)](https://insights.wlm.com.au/blog/minimise-your-business-tax-2025-tax-planning-guide)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 07 April 2025 —  11 min read

### [Minimise your business tax - 2025 tax planning guide](https://insights.wlm.com.au/blog/minimise-your-business-tax-2025-tax-planning-guide)

Are you looking to increase the cashflow for your business as well as personal cashflow?  Effective tax planning leading up to 30 June 2025 can help you achieve your financial goals.

[Read more](https://insights.wlm.com.au/blog/minimise-your-business-tax-2025-tax-planning-guide)

[![ban on foreign property investor purchases](https://insights.wlm.com.au/hubfs/Ban%20on%20foreign%20property%20purchases.png)](https://insights.wlm.com.au/blog/ban-on-foreign-property-investor-purchases)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 12 March 2025 —  2 min read

### [Ban on foreign property investor purchases](https://insights.wlm.com.au/blog/ban-on-foreign-property-investor-purchases)

As part of the plan to discourage foreign "land banking", significant changes have been announced regarding foreign investment in the Australian property market.

[Read more](https://insights.wlm.com.au/blog/ban-on-foreign-property-investor-purchases)

[![Why the ATO is targeting babyboomer wealth](https://insights.wlm.com.au/hubfs/Why%20the%20ATO%20is%20targeting%20babyboomer%20wealth.png)](https://insights.wlm.com.au/blog/why-the-ato-is-targeting-babyboomer-wealth)

![Dan McGrath](https://insights.wlm.com.au/hs-fs/hubfs/WLM-ingrid-photography--0039%20-%20Copy.jpg?width=400&height=250&name=WLM-ingrid-photography--0039%20-%20Copy.jpg)

**Dan McGrath**

 19 February 2025 —  3 min read

### [Why the ATO is targeting babyboomer wealth](https://insights.wlm.com.au/blog/why-the-ato-is-targeting-babyboomer-wealth)

The Australian Taxation Office (ATO) thinks that wealthy babyboomer Australians, particularly those with successful family-controlled businesses, are planning and structuring to dispose of assets in a way in which the tax outcomes might not be in..

[Read more](https://insights.wlm.com.au/blog/why-the-ato-is-targeting-babyboomer-wealth)

[![Family trust distributions](https://insights.wlm.com.au/hubfs/ATO%20Trust%20distribution%201200px.jpg)](https://insights.wlm.com.au/blog/family-trusts-the-atos-final-position-on-distributions)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 13 February 2023 —  2 min read

### [Family Trusts: The ATO’s final position on distributions](https://insights.wlm.com.au/blog/family-trusts-the-atos-final-position-on-distributions)

### Section 100A

[Read more](https://insights.wlm.com.au/blog/family-trusts-the-atos-final-position-on-distributions)

[![Changes 1 July](https://insights.wlm.com.au/hubfs/Changes%201%20July%20Blog.jpg)](https://insights.wlm.com.au/blog/what-changed-on-1-july)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 28 July 2022 —  1 min read

### [What changed on 1 July?](https://insights.wlm.com.au/blog/what-changed-on-1-july)

### A reminder of what changed on 1 July 2022

Several changes to superannuation and taxation came into effect on 1 July. There are implications that every business and individual needs to be aware of. Here's a neat checklist to keep you informed.

[Read more](https://insights.wlm.com.au/blog/what-changed-on-1-july)

[![Tax Planning End of Financial Year 2022](https://insights.wlm.com.au/hubfs/Tax%20Planning%202022%201200px.jpg)](https://insights.wlm.com.au/blog/who-needs-tax-planning-in-2022)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 27 April 2022 —  4 min read

### [Why Family Trusts need tax planning in 2022?](https://insights.wlm.com.au/blog/who-needs-tax-planning-in-2022)

All those with family trusts need to do some tax planning and, at a bare minimum, review the cash distributions and prepare a Resolution before 30 June 2022.

[Read more](https://insights.wlm.com.au/blog/who-needs-tax-planning-in-2022)

[![The ATO released new guidance that targets how family trusts distribute income](https://insights.wlm.com.au/hubfs/ATO%20Attack%20on%20trusts%201200px.jpg)](https://insights.wlm.com.au/blog/the-atos-attack-on-trusts-and-trust-distributions)

![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg)

**Amanda Rogers**

 11 March 2022 —  6 min read

### [The ATO’s Attack on Trusts and Trust Distributions](https://insights.wlm.com.au/blog/the-atos-attack-on-trusts-and-trust-distributions)

**Late last month, the Australian Taxation Office (ATO) released a package of new guidance material that directly targets how trusts distribute income. Many family groups will pay higher taxes (now and potentially retrospectively) as a result of the..**

[Read more](https://insights.wlm.com.au/blog/the-atos-attack-on-trusts-and-trust-distributions)

<https://insights.wlm.com.au/blog/tag/trusts/page/1> [1](https://insights.wlm.com.au/blog/tag/trusts/page/1) [2](https://insights.wlm.com.au/blog/tag/trusts/page/2)

### Free Resources

- [Whitepaper: How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download)
- [Whitepaper: Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download)
- [E-Guide: 7 financial mistakes of builders and tradies](https://explore.wlm.com.au/financial-mistakes-of-builders-and-tradies)
- [E-Guide: Tax and accounting considerations for setting up an insurance underwriting agency in Australia](https://explore.wlm.com.au/tax-and-accounting-considerations-for-setting-up-an-insurance-underwriting-agency-in-australia)
- [A guide to the Federal Budget 2025 - 26](https://explore.wlm.com.au/a-guide-to-the-federal-budget-2025-26)
- [EOFY Tax Planning Webinar](https://youtu.be/xhf7yafx8YE?si=TuqCM5eEtWPP91lg)
- [EOFY business checklist](https://explore.wlm.com.au/your-business-end-of-financial-year-checklist)

### Blog Categories

- [Accounting (166)](https://insights.wlm.com.au/blog/tag/accounting)
- [Business Owners (143)](https://insights.wlm.com.au/blog/tag/business-owners)
- [Australian Taxation Laws (123)](https://insights.wlm.com.au/blog/tag/australian-taxation-laws)
- [Financial Planning (88)](https://insights.wlm.com.au/blog/tag/financial-planning)
- [Tax Planning (76)](https://insights.wlm.com.au/blog/tag/tax-planning)
- [ATO (53)](https://insights.wlm.com.au/blog/tag/ato)
- [Superannuation (51)](https://insights.wlm.com.au/blog/tag/superannuation)
- [Professionals (40)](https://insights.wlm.com.au/blog/tag/professionals)
- [Home Owners & Investors (34)](https://insights.wlm.com.au/blog/tag/home-owners-investors)
- [Family Business (30)](https://insights.wlm.com.au/blog/tag/family-business)
- [25/26 Financial Year (22)](https://insights.wlm.com.au/blog/tag/25-26-financial-year)
- [Renewable Energy & Environment (20)](https://insights.wlm.com.au/blog/tag/renewable-energy-environment)
- [Self Managed Super Funds (20)](https://insights.wlm.com.au/blog/tag/self-managed-super-funds)
- [23/24 Financial Year (18)](https://insights.wlm.com.au/blog/tag/23-24-financial-year)
- [Construction (18)](https://insights.wlm.com.au/blog/tag/construction)
- [Trusts (18)](https://insights.wlm.com.au/blog/tag/trusts)
- [24/25 Financial Year (17)](https://insights.wlm.com.au/blog/tag/24-25-financial-year)
- [Case Studies (17)](https://insights.wlm.com.au/blog/tag/case-studies)
- [Insurance Underwriting (16)](https://insights.wlm.com.au/blog/tag/insurance-underwriting)
- [Personal Income Tax (13)](https://insights.wlm.com.au/blog/tag/personal-income-tax)
- [Payroll Tax (9)](https://insights.wlm.com.au/blog/tag/payroll-tax)
- [WLM News (9)](https://insights.wlm.com.au/blog/tag/wlm-news)
- [22/23 Financial Year (8)](https://insights.wlm.com.au/blog/tag/22-23-financial-year)
- [26/27 Financial Year (5)](https://insights.wlm.com.au/blog/tag/26-27-financial-year)

## Subscribe

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The information contained in the WLM website, has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to [contact us](http://wlm.advisclient.com.au/contact/).