For advisers · Tool 04 · email your client list
A short, calm email to send to your trust clients before 30 June. Edit it to suit your practice, then send it from your own system.
Subject: A tax rule worth checking before 30 June
[Client name], a family trust tax rule dating back to 1995 has no time limit, and the Tax Office has begun raising old liabilities with interest. Most affected trustees did nothing wrong on purpose, and many paid all their income tax.
The Tax Office is offering an interest discount until 30 June 2027, but only if the trust reviews its position and acts before an audit starts. The discount only touches the interest; the penalty tax is unchanged. We would like to review your trust now so you can take advantage of it if you need to.
You can also do a two-minute self-check on the Broken Trust website. Reply to this email and we will book a time.
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