Category tag cloud select a category

What the 2026–27 Federal Budget Means for Individual Taxpayers and Investors
Tax, Investing, Investors, Individual taxpayers Chris Sykes Tax, Investing, Investors, Individual taxpayers Chris Sykes

What the 2026–27 Federal Budget Means for Individual Taxpayers and Investors

On Tuesday 12 May 2026, Treasurer Jim Chalmers handed down the Albotross Government Budget that, if legislated, will be the most significant shake-up of the tax treatment of investments in our lifetime. Three measures sit at the heart of it: a wind-back of negative gearing on residential property, the replacement of the 50% capital gains tax (CGT) discount with indexation PLUS a 30% minimum tax on CGT, and a brand-new 30% “minimum tax” on the taxable income of discretionary (family) trusts.

Read More
Why Keep the 50% Capital Gains Tax Discount?
Chris Sykes Chris Sykes

Why Keep the 50% Capital Gains Tax Discount?

There’s been a lot of talk lately about reducing Australia’s 50% capital gains tax (CGT) discount, with some arguing it mostly helps the wealthy. However, it’s important to consider the other side: hundreds of thousands of everyday Australians benefit from this discount – not just billionaires. And historically, Australia didn’t tax capital gains at all until 1985. So before jumping to cut the CGT discount, let’s look at why it exists and who it helps.

Read More
Understanding the Main Residence Exemption
Tax, Investing Chris Sykes Tax, Investing Chris Sykes

Understanding the Main Residence Exemption

The capital gain tax exemption (CGT) on your principal place of residence (PPR) is one of the most valuable CGT concessions available to Australian homeowners. It can allow you to completely disregard a capital gain made on the sale of your family home. But what happens if you move out your PPR and rent it out or leave it vacant?

Read More