CGT & Trust Tax Changes: What’s In, What’s Out and What Should You Tell Clients?
Understand the most up-to-date changes to CGT and trust taxation, and how to advise clients comfortably in a time of uncertainty.
Online via Zoom
The CGT and Trust Tax changes announced in the 2026-27 Federal Budget are the biggest changes to the Australia tax landscape in a generation.
In an uncertain time, what should accountants and tax advisers be telling clients?
In this session, we cover:
An up-to-date overview, and the current status of each measure
For new set ups, what should you be advising clients?
For existing groups, what should you be advising clients?
Issues regarding testamentary trusts and estate planning
Valuation requirements and 1 July 2026 transitional issues
Restructuring from a trust to a company