31/05/2026
Building wealth is only one part of the journey. Protecting it and passing it on properly is the next.
Most people spend years building wealth.
Far fewer spend enough time planning what happens to that wealth if something happens to them.
For families with trusts, companies, businesses, investments and SMSFs, succession and estate planning cannot be treated as a simple will-only conversation.
Your will may not control everything.
Trust assets, company shares, superannuation balances and business ownership can all require specific planning.
After the 2026 Federal Budget, this conversation has become even more important, particularly for families using trusts, share classes, testamentary trusts and multi-entity structures.
In Part 8 of our 2026–27 Federal Budget series, we explain why succession and estate planning should now be reviewed as part of a broader family wealth strategy.
Read the full article on The Business & Wealth Collective website.
Next step: Review your trust and structure options here:
https://trust.thebwc.com.au/