STEP NSW Lunch and Learn | Wednesday 9 September 2026

STEP NSW Branch invites you to a Lunch & Learn Seminar with Robyn Jacobson, Senior Advocate, National Tax & Accountants' Association.

Topic: Trust and estate planning in a changing tax environment: Family trust elections and the proposed minimum tax

Understanding the impact of family trust distribution tax and the proposed minimum tax on discretionary trusts

Australia's trust taxation regime continues to evolve, creating new challenges for advisers, trustees and estate planning practitioners. This session will discuss the latest developments affecting trusts and succession planning, with a particular focus on family trust elections (FTEs), family trust distribution tax (FTDT), and the proposed minimum tax on discretionary trusts.

The session will cover:

• The purpose and operation of FTEs

• Identify when FTDT can arise and how to avoid common traps

• Assess the impact of the proposed minimum tax measures on discretionary trusts.

Event Details

Date: Wednesday 9 September 2026

Time: 12:30 - 13:30 AEST

Venue: Online via Microsoft Teams live-stream

Cost: STEP Members $45 | Non-Members $90

For more information, please contact stepnswaustralia@step.org.

Please ensure the email address you register with is correct, as all event communications will be sent to this address. The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days.

About the Presenter | Robyn Jacobson

Robyn Jacobson is the Senior Advocate at the National Tax & Accountants' Association, where, as the primary advocacy contact, she represents members in NTAA's engagement with government, regulators and other key stakeholders. This includes The Treasury, Australian Taxation Office (ATO), Tax Practitioners Board (TPB), Tax Ombudsman, Board of Taxation and professional bodies on tax policy and administration matters.

With nearly 35 years in the accounting and tax profession, spanning public practice, tax training and advocacy, Robyn champions improvements to our tax system.

Beyond advocacy, Robyn is a conference/webinar presenter, keynote speaker, podcaster (host of NTAA's Tax Tales), columnist and social media commentator, and is regularly quoted in the media.

Robyn co-chairs the ATO Tax Practitioner Stewardship Group, and is a member of the ATO National Tax Liaison Group and many other working groups.

Robyn is a Fellow of NTAA, CA ANZ and CPA Australia, and is a Chartered Tax Adviser of The Tax Institute.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.