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Proactive Professionals Providing Peace of Mind Abbotts Wealth Management Pty Ltd holds an Australian Financial Services licence (303138).
The Abbotts Group is a client focused professional services group whose aim is to provide peace of mind for our clients who seek exceptional outcomes in their financial lives. The Abbotts Group is a multi-faceted financial services group structured around the professional principles associated with our membership of the Institute of Chartered Accountants Australia and New Zealand. We ascribe to the levels of professional skills, ethics and independence demanded of our standing both in our profession as Chartered Accountants and in our community as trusted personal financial advisors. The Abbotts Group’s professional services focus is on enabling our clients to be highly efficient in their business and taxation affairs, generate and protect their wealth and manage their debt and borrowings effectively. The practice’s founding philosophy is to provide high-quality personalised services to select clients who recognise the value of a relationship with a family-oriented business. The founding Partners are first cousins and the use of the Abbott family crest as the practice’s standard reflects their recognition of the role of tradition and family values in the conduct of modern business. The financial planning advice provided through this account is general in nature and does not consider your particular circumstances. You should seek advice from Abbotts Wealth Management who can consider if the strategies and products are right for you.
Everything you need to know about Capital Gains Tax, negative gearing, and Division 296 super taxes.
"Superannuation is still our primary retirement vehicle, but these legislative changes will hit different portfolios in very different ways." - Duncan Mitchell
From SMSF property borrowing restrictions to proposed minimum tax rates on discretionary trusts, the FY26 Federal Budget introduced major structural updates.
Understanding the shifts today is what protects your financial roadmap tomorrow. Hear what Duncan has to say ➡️🎥
Disclaimer: This video is general information only and does not constitute financial, tax or legal advice. Please speak with your Abbotts' advisor about how these changes apply to your specific circumstances.
17/09/2026
A team that does City2Surf together empowers success together 🏃🏼♂️➡️🏙️🌊
Rising interest rates and negative gearing shifts are changing how property investors operate in Perth.
Check out the video to see what finance broker Bez Esquivel is seeing on his desk and how buyers are adjusting. 📹
Disclaimer: This video is general information only and does not constitute financial, tax or legal advice. Please speak with your Abbotts' advisor about how these changes apply to your specific circumstances.
"Testamentary trusts embedded within a will are likely to see their utility increase as the government indicates they will be carved out of the proposed 30% trust tax floor." - Lee-Ann Cartoon
We were fortunate enough to sit down with Lee-Ann Cartoon, Principal at Succession Solutions Perth and capture her expert insights on changing trust legislation and estate strategy.
While the proposed Federal Budget updates aim to increase taxes on standard family discretionary trusts, testamentary trusts inside a will offer two vital protections for your family assets and tax structure.
Watch the full video to hear Lee-Ann explain how these upcoming shifts could impact your estate plan. 📹
Disclaimer: This video is general information only and does not constitute financial, tax or legal advice. Please speak with your Abbotts' advisor about how these changes apply to your specific circumstances.
The 2026 Federal Budget delivered the biggest tax shake-up we’ve seen in decades.
Among the surprise announcements was a proposed 30% minimum tax floor on discretionary trusts. If you use trust structures to manage your family or business assets, this change could directly impact your position.
Don't wait for 2028 to figure out where you stand. Now is the time to start planning. Reach out to the Abbotts team today to review your structure and stay ahead of the curve!
"How much life insurance do I need?"
Perhaps the most common question we hear from our clients. Because every family is unique, a generic answer does not exist.
At Abbotts Personal Insurance, we clarify the calculation by filtering every review through a clear, four-pillar philosophy. We look at your debt, lifestyle, children's education, and funeral costs before offsetting them against your existing provisions.
Scott Reid outlines how to use this four-pillar framework to audit your existing financial provisions, identifying where your family is fully protected and where potential coverage gaps remain.
When you look at those four pillars, are you completely certain which one is currently your biggest financial blind spot?
Watch and find out! 👉
29/07/2026
You may notice a small adjustment to our administrative processes the next time you engage our firm for a new corporate structure, trust setup, or business transaction.
Under the national anti-money-laundering regulations officially classified as the AML/CTF Tranche 2 reforms, all Australian professional firms must now collect more detailed identity verification than before. This is a standard nationwide legal requirement to maintain sector security.
At Abbotts, we integrated these compliance frameworks well ahead of the national deadline to safeguard your assets without disrupting your project timeline. Meeting these bank-level security benchmarks protects your complex portfolios from unauthorised transactions.
Routine services, including annual tax returns or the basic drafting of a will, remain entirely unaffected. For cross-professional transactions like property settlements, we can reuse identity documentation previously verified by your other representatives to eliminate duplicate paperwork.
If you have questions about how these national rules affect your upcoming engagement with us, please contact your Abbotts team.
23/07/2026
22/07/2026
"How will the new 2028 trust tax rules affect my family's estate plan?"
While the headlines focus on the upcoming 30% minimum tax on discretionary family trusts, a significant planning opportunity has gone largely unnoticed. The Federal Government has explicitly exempted testamentary trusts from these new rules.
A testamentary trust is now a comparatively more attractive option for succession planning in Western Australia, particularly for wealth intended for the next generation.
The government has changed the rules for one type of trust structure, making it an ideal time to ensure your estate plan uses the right vehicle. Reviewing your will now, ahead of the July 2028 deadline, allows for careful, proactive wealth preservation.
Scroll through below to read our full analysis of the changes or book a conversation regarding a testamentary trust Perth structure with our estate planning team.
Disclaimer: This article is general information only and does not constitute financial, tax or legal advice. Please speak with your Abbotts advisor about how these changes apply to your specific circumstances.
If you own a commercial building or an expensive vehicle, you ensure the entire asset is covered.
Yet, many professionals leave their most valuable financial asset unprotected without realising it. That asset is their remaining lifetime earning potential.
Default cover inside superannuation often covers only a small fraction of your actual earnings. This shortfall leaves your family vulnerable. It secures a fraction of your revenue while leaving your main wealth generator exposed.
Scott Reid addresses the common blind spots in personal insurance policies to help you protect your remaining lifetime earning potential.
Does your current policy meet your family’s actual needs? Listen and find out. 👉
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813 Wellington Street
Perth, WA
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