Key updates from Budget 2026-27
The recent Budget saw fundamental changes to taxation of capital and trusts. Hear all the key updates and what it means for you and your clients.
Treasurer Jim Chalmers has handed down one of the most significant budgets in recent times, with fundamental changes to taxation of capital and trusts.
In this episode of Small Firm, Big Impact, we unpack all the key updates from the recent Australian Federal Budget 2026-27 and what it means for accounting firms and their clients.
Host Zoe Delamare, Public Affairs Lead, is joined by Susan Franks CA, Australian Tax and Superannuation Leader and Tony Negline CA, Superannuation and Financial Advice Leader, to explain the changes and what CA ANZ members need to know.
Our experts deep dive into all things budget, from the lock-up process to all the important updates including the 30% minimum tax on trusts, what changes to capital gains mean for valuation, and the impact on superannuation.
Importantly, this episode explores practical ways to support clients and how CA ANZ can help advocate for members.
“If you see an issue, write to us, let us know so that we can represent you and all the other tax agents and taxpayers in Australia in getting this legislation formed so it's workable.”
Key resources:
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Contact the Small firm, Big Impact team at [email protected] or the CA ANZ Tax team at [email protected]