Federal budget impacts on property investors and trusts

Australia’s property investors and business owners are facing growing uncertainty as proposed federal budget reforms threaten to overhaul capital gains tax, negative gearing and family trust structures.

On The Property Playbook, host Tim Graham is joined by Shane Rose and Benji Szafran from Rose Corporate to unpack what the sweeping proposals could mean for wealth creation and long-term investment strategies.

The discussion explores plans for a 30% minimum capital gains tax, the removal of the 50% CGT discount and restrictions limiting negative gearing to newly built properties.

The experts also examine how proposed trust taxation changes could increase complexity for investors using discretionary trusts and bucket company arrangements.

While concerns remain around rising costs and reduced incentives for entrepreneurship, the panel says Australia’s housing shortage and continued population growth are still supporting residential property demand.

The reforms could also trigger greater reliance on accountants, advisers and business valuers as investors prepare for a more complicated tax environment.

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