Find Out Which Layer of Your
Wealth Pyramid Is
Leaking Money — And How Much.

10 questions. 3 minutes. A personalised score out of 100 — showing exactly how much tax, land tax, and estate planning exposure you carry, and the single biggest opportunity you're missing right now.

$40k+ avg. annual overpayment
for $1M+ investors

3 min to complete
the audit

Free no obligation
no sales call

General information only No personal financial advice AFSL via Insight Investment Partners

Your Wealth Pyramid Audit · Tenex Wealth

0 out of 100

Calculating…

Est. Annual Income
Tax Overpayment

—

Income + super structure drag

Est. Annual Land
Tax Overpayment

—

Based on structure signals

Total Estimated
Annual Wealth Drag

—

Across all gap areas identified

Your Personalised Findings

Ranked by financial impact. Based on your specific answers — not generic advice.

Reform 1 — Discretionary Trust Income Tax: Proposed minimum 30% tax on all income at the trust level before distribution. If enacted, this eliminates the primary income-splitting advantage of discretionary trusts for Australian investors.

Reform 2 — CGT 50% Discount Replaced: The 50% CGT discount is proposed to be replaced with a cost-base-plus-inflation method taxed at a flat 30% rate across all structures. Assets are grandfathered under current rules until 1 July 2027. After that date, companies, trusts, and individuals converge toward a similar effective CGT rate — materially changing the structural comparison between entities for holding appreciating assets. Companies become more competitive than they were.

Neither reform has passed legislation. Both require immediate structural review. The findings below reflect current law, with flags where these proposals change the analysis.

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Wealth Pyramid Blueprint

Your audit reveals the gaps. The full 24-page Blueprint shows exactly what to do about them — with specific strategies, real dollar examples, and the 6-step action framework used by Australia's most tax-efficient investors.

What's Inside — The Free Report

◆The complete 4-layer Wealth Pyramid framework — specific strategies for each structure type

⚠NEW — May 2026 Budget Reforms: Trust minimum 30% income tax + CGT 50% discount replaced with inflation-adjusted cost base at 30% (grandfathered to 1 July 2027). What changes, what doesn't, and what to do now

◆State-by-state land tax minimisation table — and the restructuring move that saves $15k–$60k/year in VIC and NSW

◆Division 293: the honest truth for salaried employees over $250,000 — why there is no workaround, and whether super is still worth it at 30%

◆Estate planning checklist — the BDBN lapse trap that costs families up to $272k in avoidable death benefit tax (17% on taxable component to non-dependants)

◆Why companies are now more structurally competitive under the proposed CGT reforms — asset protection, income timing, and salary flexibility

General information only. Not personal financial advice. Tenex Wealth Pty Ltd operates under the AFSL of Insight Investment Partners. By submitting you agree to receive your free report and occasional updates from Tenex Wealth. Unsubscribe anytime.

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Find Out Which Layer of YourWealth Pyramid IsLeaking Money — And How Much.

Your Personalised Findings

Get Your CompleteWealth Pyramid Blueprint

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Find Out Which Layer of Your
Wealth Pyramid Is
Leaking Money — And How Much.

Get Your Complete
Wealth Pyramid Blueprint