Insights

Contributions are surging and the tax case is real. It is also incomplete. Super is locked until preservation age and has zero value as loan security, and that changes the order in which a business owner should deploy the next dollar.

Hold shares, business interests, trust assets or other investments? Understand how the proposed CGT and trust tax changes may affect future asset sales, ownership structures and lending strategy.

First home buyer? The Budget changes may not directly affect your tax position, but they could influence investor competition, established property opportunities, new build demand and your buying strategy.

Thinking about buying an investment property after Budget night? Learn how the proposed Budget changes may affect established properties, new builds, negative gearing, CGT treatment and future borrowing strategy.

Owned an investment property before Budget night? Understand how the proposed negative gearing grandfathering rules and CGT changes may affect your property, loan structure, future sale decisions and refinancing strategy.