The 2026 Budget changed the rules.

Has your wealth strategy kept up?

Join us for a free one-day online workshop and discover what the latest changes could mean for your property, super, trusts and existing structures, plus practical ways to protect, grow and diversify the wealth you’ve spent decades building.

SATURDAY 15 AUGUST 2026

LIVE ONLINE WORKSHOP

FREE TO ATTEND

No scare tactics. No dodgy schemes.

Just a clearer understanding of what has changed, what may need reviewing, and what legal options you have.

At the Secure Your Wealth one-day online workshop, we will help separate fact from noise.

We will look at what has actually changed, what is already law, what has been announced but is not yet enacted, what could affect property, super and existing structures, and where old assumptions may deserve a fresh look.

Because a structure can have been completely appropriate when it was established and still deserve review today.

The environment changes. The rules change. Your life changes.

And the strategy that got you here may not automatically be the strategy that best protects you from here.

You have worked hard to build what you have. You may have built a business, bought property, contributed to super, set up trusts or companies, taken professional advice and planned carefully for retirement.

You did what sensible Australians were told to do.

But after the 2026 Budget changes, many financially established Australians are asking a question they never expected to ask:

“Do the strategies that helped me build my wealth still make sense now?”

It is a fair question.

Major changes are affecting the landscape around capital gains tax and negative gearing. New high-balance superannuation rules are now in force, while further changes to discretionary trust taxation have been announced.

Some reforms are already law, some have future commencement dates, and others are still subject to final detail.

The point is not that everyone needs to panic or rush out and restructure.

The point is that assuming nothing has changed could be a very expensive strategy.

You may have more to review than you realise

Perhaps you have investment property, a self-managed super fund, a family trust, a bucket company, business assets, shares or other investments.

Perhaps you also have several different advisers, yet still wonder whether anyone is looking at the whole picture.

On paper, everything may look fine. Privately, though, you may be thinking:

“What am I missing?”

“Does my accountant really understand how all these changes fit together?”

“Should I be doing something before the new rules take effect?”

“Is too much of our wealth tied to one country and one system?”

“What happens if I leave this too late?”

That uncertainty is exactly what this workshop is designed to help address.

What You'll Discover During The Day

Session 1: What the 2026 Budget Really Means

Cut through the headlines and understand what has actually changed, why it matters, and which developments may be most relevant to financially established Australians.

We will explore issues including:

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changes affecting CGT
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new negative gearing rules
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the changing superannuation environment
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announced trust taxation reforms
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why future commencement dates may create a genuine planning window
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the broader economic forces shaping the years ahead

You will come away with a clearer picture of what is law, what is announced policy and what still requires careful interpretation.

Session 2: Protecting Your Wealth

You have spent decades building it. Now the question is how to protect it.

We will look at practical issues including:

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whether existing structures still make sense
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trusts, companies and other entities
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asset protection
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tax planning
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reducing unnecessary exposure
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protecting family wealth and legacy
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the risks of having different advisers working in separate silos

For many successful Australians, the problem is not a lack of advisers.

It is that nobody owns the whole strategy.

Session 3: Growing Your Wealth in a Changing World

This workshop is not only about defence

Periods of major change can also create opportunity, and we will explore how financially established Australians can think about growing and repositioning wealth in a world being reshaped by:

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AI
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changing business models
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shifting economic conditions
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property opportunities
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business acquisition
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cash-flowing assets
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international markets
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new forms of diversification

The goal is not simply to hold on to what you have built. It is to stay alert to opportunities while others remain frozen by uncertainty.

Session 4: Creating Your Offshore Plan B

You do not have to leave Australia to start creating options outside it.

That is one of the most important ideas we will explore during the day.

Depending on your circumstances, a Plan B could include:

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international diversification
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offshore banking
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global investment access
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overseas property
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second residencies
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second citizenships
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international structures
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understanding what genuine relocation could involve
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creating options before you need them

This is not about hiding money, avoiding legal obligations or chasing some secret offshore loophole.

It is about understanding the legitimate options available to people who do not want their entire future dependent on one country, one system or one strategy.

Imagine finishing the day with better questions

Not:
“Should I panic?”
But:
“Which parts of my current strategy actually deserve review?”
Not:
“Should I move everything offshore?”
But:
“What legal international options make sense for someone in my position?”
Not:
“Is my accountant wrong?”
But:
“Has the environment changed enough that I now need to ask different questions?”
Not:
“What is everyone else doing?”
But:
“What do I want my own Plan B to look like?”
That is the real goal of this workshop: to help you move from “What am I missing?” to a clearer understanding of what you should investigate next.

Who this workshop is for

Secure Your Wealth is designed for financially established Australians who have already built something worth protecting.

You may be a:

business owner
property investor
SMSF member
professional with substantial assets
semi-retired or retired business owner
investor approaching retirement
family using trusts or company structures
Australian beginning to consider international diversification
You do not need to be ultra-wealthy.
But this workshop will be most relevant if you have accumulated meaningful assets and increasingly feel that the rules around wealth, tax, structures and retirement are changing faster than your current strategy.

This workshop is probably not for you if...

You are looking for a get-rich-quick scheme, a magic structure that solves every tax problem, ways to hide assets or evade tax, or hype without substance.
That is not what this day is about.
We believe financially successful Australians deserve something better: clear information, honest distinctions between fact and opinion, practical options, experienced guidance, and the confidence to make better decisions before they are forced into rushed ones.

Meet Your Presenters

Warren Black
Warren brings a rare combination of accounting, legal and tax experience.
He is a qualified accountant and lawyer, an ex-ATO auditor, and has spent decades working with clients on wealth protection, structuring and both onshore and international strategies.
His experience includes helping clients explore issues around asset protection, legal tax optimisation, second residencies, citizenship options and broader internationalisation.
What makes Warren different is that he does not look at one piece of the puzzle in isolation. He looks at the broader strategy.
Stephen Petith
Stephen has extensive experience in global markets, private investment, venture capital, pre-IPO opportunities, business growth and internationalisation.
He has previously worked with very high-net-worth clients and brings a global perspective to wealth growth, protection and diversification.
Andrew and Daryl Grant
Andrew and Daryl spent years as management consultants before building a multimillion-dollar online coaching and training business.
They later created their own international lifestyle, moving from Australia and establishing themselves in Thailand, with support and guidance from Warren and Stephen along the way.
They bring the perspective of business owners who have personally asked many of the same questions this workshop is designed to address.

Why now?

Because some of the biggest questions are no longer theoretical.

The 2026 Budget announced major changes affecting areas such as negative gearing, CGT and discretionary trusts. Since then, core CGT and negative gearing reforms have moved into law, while major high-balance superannuation changes are also now in force.

Some future dates matter because that is when key reforms commence or are intended to commence.

That does not mean everyone should rush out and restructure.

It does mean there is a big difference between reviewing your options while you still have time to plan and discovering later that you should have looked sooner.

You can't control what Canberra changes next.

You can't control how prepared you are.

Join us on Saturday 15 August 2026 for the free one-day Secure Your Wealth online workshop.

Come ready to look at the bigger picture and leave with a much clearer understanding of:
what has changed
what may affect you
what may deserve review
how to better protect what you have built
how to continue growing and diversifying your wealth
what your own Plan B could look like

SATURDAY 15 AUGUST 2026

LIVE ONLINE WORKSHOP

FREE TO ATTEND

You’ve spent decades building your wealth.

Make sure the 2026 Budget changes do not catch you unprepared.

Important information

This workshop is provided for general educational purposes only. It does not constitute personal financial product, tax, legal or investment advice and does not take into account your individual objectives, financial situation or needs. You should seek appropriately qualified professional advice before making financial, tax, legal, investment or restructuring decisions.