Episode notes
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.