Insights
​

The new CGT rules from 1 July 2027 could create different outcomes for investment properties with major capital improvements and businesses that have built significant goodwill over time. While you may not need to obtain a valuation immediately, preserving strong evidence around the transition date could give you more options when the asset is eventually sold.

Interest rates may be on hold, but Australian family businesses still need to prepare for higher borrowing costs, tighter cash flow and the possibility of further rate increases. Here’s how to protect, preserve and build a stronger business for what comes next.

Proposed changes to discretionary trust taxation could introduce a 30% minimum tax, creating significant implications for Australian family businesses. Before restructuring your trust, it is important to understand the potential tax costs, affected beneficiaries, and what the proposed changes could mean for your long-term business and family wealth strategy.

The 2026-27 Federal Budget delivers wide-ranging tax reforms affecting individuals, small businesses, investors and trusts. From changes to negative gearing and CGT to new deductions and business incentives, understanding these updates is essential for effective tax planning and strategic decision-making.