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The 2026-27 Federal Budget included some of the most significant proposed tax changes we have seen in many years.

In this episode, I unpack the key announcements affecting investors, property owners, business owners and families, including proposed changes to capital gains tax, negative gearing and the taxation of discretionary trusts. I also cover the permanent extension of the $20,000 instant asset write-off, proposed personal tax changes, the return of company loss carry-back rules, start-up loss refundability and the wind-back of the electric vehicle FBT exemption.

The biggest proposed changes are substantial. The Government has announced a new capital gains tax framework, changes that would limit negative gearing on established residential property, and a 30% minimum tax on discretionary trusts. If legislated in their current form, these measures could materially affect long-term investment decisions, business structures and family wealth strategies.

But the most important point is this: none of the major reforms has been legislated yet.

Tax announcements often change before they become law, and some never become law at all. So, whilst these proposals deserve close attention, they should not trigger rushed decisions. The prudent approach is to understand the potential implications, monitor the legislation closely and only act once the final rules are known.

Good financial decisions are rarely made in panic. The aim is to remain calm, informed and strategic.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.