03/06/2026
THE BUDGET THE NIGHT BEFORE SHOOK EVERYONE UP | Our combined retirement living forum held last month on the morning after the Federal Budget was announced, meant that many concerned people turned up with Budget-related questions.
For example, one area of common concern was the proposed changes to taxation of discretionary trusts. To immediately address this, Jo Twible distributed a budget update pamphlet (see the contents of the pamphlet on our homepage at kjblaw.com.au).
All the speakers were quick off the mark to address Budget concerns, and stressed most commentators were still coming to grips with much of the detail.
I you have concerns about the Budget affects you, have a look at ABC News Online's breakdown of the Budget broken into categories as a quick reference guide. Find out if you're among the Budget winners or losers: www.abc.net.au/news/2026-05-12/federal-budget-2026-winners-and-losers/106639966. KJB staff will be happy to sit down with you and go through any concerns.
Apart from the Budget, other areas of retirement village living were on the agenda, and the program featured specialists in the legal, finance, and human rights fields advising on key considerations when moving into and living in a retirement village.
● FULL STORY on our homepage at kjblaw.com.au
BELOW: Luisa Capezio, of Phillips Wealth Partners, interviews village residents about their personal experiences.