News : Budget

Budget, Direct Property, Investments

Property market undergoing recalibration

The Australian property market is undergoing a noticeable adjustment as investors react to measures included in the 2026 federal budget.

The Australian property market is undergoing a noticeable adjustment as investors react to measures included in the 2026 federal budget.

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Budget, LRBA, SMSFA

Gearing ban guidance imminent

Treasury is working with the ATO to formulate guidance as to the details regarding the ban on LRBAs used for residential property purchases.

Treasury is working with the ATO to formulate guidance as to the details regarding the ban on LRBAs used for residential property purchases.

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Budget, Estate Planning, Legislation, Trusts

Feedback sought on trust tax operation

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

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Budget, CGT, Contributions, Tax

Contributions to reduce CGT marginalised

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

The federal budget has reduced the effectiveness of making personal deductible contributions to reduce the amount of CGT payable by an individual.

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Budget, CGT, Legislation

Budget impacts small business CGT

The new CGT calculation methodology contained in the federal budget will have an effect on the small business concessions related to that tax.

The new CGT calculation methodology contained in the federal budget will have an effect on the small business concessions related to that tax.

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Budget, Death Benefits, Estate Planning, Tax, Trusts

Tax or asset protection choice

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

SMSF trustees wanting to use a testamentary trust in an estate planning strategy face an unenviable choice given the new tax rules.

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Budget, Estate Planning, Legislation, Trusts

New trust tax an estate planning issue

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

The tax to be applied to discretionary trusts included in this year’s federal budget may have estate planning implications for SMSFs.

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Budget, CGT, Division 296, Investments, Legislation, Tax

Div 296 strategies have more clarity

The 2026 federal budget has inadvertently provided SMSF trustees with a clearer direction as to the management of Division 296 tax liabilities.

The 2026 federal budget has inadvertently provided SMSF trustees with a clearer direction as to the management of Division 296 tax liabilities.

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Budget, Investments, Legislation, SMSF

CGT change could advantage SMSFs

The application of tax rates inside the super system could make SMSFs a more effective environment for investors looking to minimise CGT.

The application of tax rates inside the super system could make SMSFs a more effective environment for investors looking to minimise CGT.

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