Byrz

Glossary · Super

Trust minimum tax (30%, proposed 2028)

Also known as: trust min tax, 30% trust tax

A proposed measure from 1 July 2028 imposing a minimum 30% tax on net trust income, regardless of which beneficiary the trustee streams to.

Mechanic: the trust group pays whichever is higher - the sum of beneficiary tax under current streaming, or 30% of net trust income. Targets the income-splitting advantage of discretionary trusts. Comes with a restructure-relief window (July 2027 to June 2030) so trusts can convert without immediate CGT and stamp duty hits.