Join your local SMSF community for a timely discussion covering both the key developments from the 2026/27 Federal Budget, and Testamentary Trusts.

Hear from Julie Steed, Senior Technical Services Manager, MLC TechConnect, as she explores possible Federal Budget impacts.
Rod Jones, Partner, Piper Alderman, will then share practical insights into testamentary trust structures and their application.

This session will cover:
• Possible Budget Related issues concerning negative gearing and CGT proposals
• Fixed testamentary trusts vs discretionary testamentary trusts
• Why discretionary testamentary trusts are commonly used in practice

Stay following the session for networking drinks and nibbles to connect with peers.

Timings:
Arrive: 4:15pm, for a 4:30pm start
Session: 4:30pm – 5:30pm
Networking Opportunities: 5:30pm onwards