Joanna Mather
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 4, 2026
- Outlet visibility, for Australian Financial Review
- Top 50K sites
- Earliest in this view
- Sep 4, 2026
Latest articles
Family trusts face high-stakes deadline to lock in heirs (opens the original)
Read excerpt
Wealthy families and business owners face a surprise deadline for making high-stakes decisions about inheritances after Labor announced a requirement that trust beneficiaries and income splits be locked in by 2029 – or the new 30 per cent minimum tax will apply. Under draft rules released on Thursday, trustees can bypass the new 30 per cent minimum tax on trust distributions by making a once-only nomination of beneficiaries and the proportion of income they should receive each year. Gift 5 artic
Money in private credit? Investment advisers on what to do after Bathla (opens the original)
Read excerpt
″We don’t think this will be the end of it,” says Escala Partners’ investment adviser Ed Brooke. He is referring to the collapse into voluntary administration of Sydney property developer Bathla owing an estimated $3.4 billion to creditors. Like others, Brooke warns of a perfect storm for private credit stemming from a combination of rising construction costs, project delays, falling property prices, and private credit refinancing drying up.
Labor’s trust tax backdown explained: Pay, lock in or face penalties (opens the original)
Read excerpt
Following a fierce backlash from small business, Labor has introduced an “election option” in draft legislation targeting income splitting by trusts. On budget night in May, Treasurer Jim Chalmers announced a 30 per cent tax floor on trust earnings and other changes to deter families streaming profits to lower-earning relatives or corporate “bucket companies”. Gift 5 articles to anyone you choose each month when you subscribe.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
Top 50K sites
For Australian Financial Review, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.