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an anxious middle-aged couple contemplatinmg the future of their retirement strategy facing the prospect of changes to discretionary trusts: they are at a table with a laptop, a calculator and some financial reports - with the bold type above them saying Contemplating what this means for our future. Image has been created working with AI tools

Proposed Changes to Testamentary Trusts

– Why Families Should Not Panic Following the Federal Budget announcement on 12 May 2026, many clients have contacted us.