Get in Touch

JOEY Federal Budget Hub

Helping AgilisCA teams guide clients with confidence, clarity, and consistency.
Budgets create headlines. Great advisers create clarity.
This hub provides practical resources, approved messaging, and guidance to support clients through Federal Budget changes.

The goal isn’t panic – it’s perspective.

Quick Start – What Should I Say to Clients?

Client Response Templates

General Response

Dear [Client Name],

Thank you for reaching out regarding the Federal Budget.

There has been significant media coverage, and it’s natural to feel uncertain.

Please rest assured there is no need for immediate action.

Many measures are not yet law and may change. Our team is reviewing everything carefully.

We recommend avoiding decisions based purely on headlines.

We will contact you if anything affects your situation.

Kind regards,
[Team Member]

SMS Response

Hi [Client Name], many Budget proposals are not yet law and no immediate action is required. We’re reviewing everything and will guide you through any impacts.

Trust Response

Trust structures remain legitimate. Proposed changes are not yet law, and we will guide you if anything changes. No immediate action is needed.

Quick Client Questions

Should I change my structure?
No – avoid rushed decisions. Review during tax planning.

Will my trust be affected?
Trusts remain valid. Changes are not yet law.

Should I contribute to super?
Confirm with your fund. We can explain tax – not financial advice.

Should I buy assets before EOFY?
Only if it makes business sense.

Is my tax going up?
Depends on your situation – we will review during planning.

Risk & Compliance

DO :

DO NOT:

Escalation Guide


List with links