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

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:

• Budget Measures – Overview

• CGT and Trusts – Current Status

  • 50% CGT Discount

  • Small Business CGT Concessions

  • Trusts: 30% Minimum Tax

• So… What should you be advising clients?

  • HoldCo / OpCo Structures

  • Restructuring pathways

• Testamentary trusts and Estate Planning

• Valuations and 1 July 2027

• Restructuring: Trust to Company