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CGT & Trust Tax Changes: What’s In, What’s Out and What Should You Tell Clients?

CGT & Trust Tax Changes: What’s In, What’s Out and What Should You Tell Clients?

Andrew Henshaw
With Andrew Henshaw
1 hour CPD
Difficulty: INTERMEDIATE
Public Event

Understand the most up-to-date changes to CGT and trust taxation, and how to advise clients comfortably in a time of uncertainty.

This event has ended.

Missed the event? Watch the replay video to catch up.

Wednesday 14 October 2026
Ended
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 2027 transitional issues

  • Restructuring from a trust to a company

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