From 1 July 2027, significant changes to Capital Gains Tax may affect investors and asset owners.
A minimum 30% tax rate will apply to eligible real capital gains above inflation.
The impact will vary depending on the asset, income level and applicable CGT concessions.
Early planning and accurate valuations can help minimise unexpected tax outcomes.
The new rules could significantly impact property investors, business owners and shareholders.
With 30 June 2027 a critical transition date, now is the time to understand what’s changing.
Read Part 1 to learn the facts, and stay tuned for Part 2, where we explore the real-world impact.
From 1 July 2026, employers must pay super at the same time as wages instead of quarterly. Super contributions must be received by employees’ super funds within 7 business days of payday.
The changes will affect cash flow, payroll systems, compliance obligations, and penalty risks for businesses. Employers should prepare early by reviewing payroll processes and ensuring their software is ready for Payday Super.
The 2026–27 Federal Budget shifts focus from short-term relief to long-term structural reform.
Key tax, property, and business changes are set to reshape planning and investment decisions.
While some settings remain stable, others introduce significant future impacts.
Businesses, investors, and individuals should take note of what lies ahead. Here’s a clear breakdown of what it means for you.
Business growth isn’t just about revenue, it’s about profitability, sustainability, and peace of mind.
The Stop, Start, Continue framework helps business owners simplify, focus on what truly matters, and take deliberate action.
By stopping what drains value, starting strategies that boost efficiency, and continuing what already works, you create a business that’s resilient, profitable, and stress-free.
Building a business is exciting, but the right structure makes it sustainable. Your business setup shapes everything from tax and liability to how you grow and eventually hand over the reins. With the right guidance and a solid foundation, you can protect your assets, avoid costly surprises, and set your business up for long-term success.
From 1 July 2026, employers must pay super with each payday, ending quarterly payments and bringing new compliance and cash flow challenges. Act now to stay compliant.
What happens when a key leader retires or an unexpected absence occurs in an organisation? That’s where succession planning comes in. Explore why succession planning matters and how TAG can future-proof your business. Prepare your organisation and your people to thrive into the future.
Whether you’re planning for growth, considering a sale, or simply wanting a clearer picture of your financial position, a business valuation can be one of the most powerful tools at your disposal. Yet many business owners only think about valuations when they’re about to exit. But in reality, knowing what your business is worth today…
As we begin the 2025–26 financial year, several important tax changes have come into effect that could impact your business’s cashflow, investment decisions, and compliance obligations. At TAG Financial Services we specialise in helping business owners stay ahead across tax, superannuation, and financial planning. Below is a quick summary of three key changes now in…
As 30 June 2025 approaches, it’s crucial to finalise strategies across superannuation, tax deductions, business planning, and investment compliance. Whether you’re an employee, business owner, investor, or SMSF trustee, this comprehensive checklist will help you stay on track.
Whether your clients are scaling up, de-risking, transitioning ownership, or preparing for sale, restructuring with purpose can unlock substantial value. Done well, it can reduce tax exposure, protect assets, and lay a foundation for sustainable long-term growth.