by Andersen in Australia
The Federal Budget 2026-27 property measures received Royal Assent on 26 June 2026 and commence on 1 July 2027. From that date, negative gearing on residential property is limited largely to new builds, and the capital gains tax (CGT) discount is replaced with indexation for older stock. In this episode of The Considered Move, Andersen's Callen Dendle and Cameron Allen are joined by Richard Temlett, National Executive Director of Research at Charter Keck Cramer, to work through what the changes mean for investors, developers, housing supply and buyer behaviour, and the question many are quietly asking: if the rules change, where does demand go next? Read the full episode page: https://au.andersen.com/property-market-outlook-after-the-budget/ This episode is general in nature and not advice for your circumstances. The Federal Budget 2026-27 measures were not legislated at time of recording. Speak with your Andersen adviser about your situation.
Federal Budget 2026-27 measures replace the 50 per cent capital gains tax (CGT) discount with a cost-based indexation regime from 1 July 2027, and set a minimum 30 per cent tax on capital gains. As Dermot Reiter puts it, the ATO doesn't refund regret, so the costliest move right now is acting in a panic. In this episode of The Considered Move, Andersen's Callen Dendle and Cameron Allen are joined by Dermot Reiter, Senior Financial Adviser at APT Wealth Partners, to work through what the changes mean for investors, business owners and family groups, and the question many are quietly asking: do I sell before the change, or hold? Read the full episode page: https://au.andersen.com/proposed-capital-gains-tax-changes/ This episode is general in nature and not advice for your circumstances. The Federal Budget 2026-27 measures were not legislated at time of recording. Speak with your Andersen adviser about your situation.
Do you still need your family trust? It's the question a lot of business owners are quietly asking right now. Cameron Allen and Callen Dendle from Andersen in Australia are joined by Susan Bonnici, Principal Estate Planning Lawyer at Aitken Law, to work through the proposed trust changes and the sensible first move while the detail is still settling. We cover: The proposed 30 per cent minimum tax on discretionary trusts from 1 July 2028, The carve-out for genuine testamentary trusts, The three-year restructuring window from 1 July 2027, What it means for bucket company strategies, Why control and succession matter as much as the tax outcome, and the next steps you should consider. Guest: Susan Bonnici, Principal Estate Planning Lawyer, Aitken Law. More: https://au.andersen.com/proposed-family-trust-changes/ This episode is general information, not advice. The measures discussed are proposed under the Federal Budget 2026-27 and subject to legislation. Speak to your Andersen adviser about your circumstances.