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During the May Federal Budget, the Government announced that existing properties held as at 12 May 2026 will be exempt from the negative gearing changes commencing on 1 July 2027. This has promoted increased adviser queries on whether clients can boost interest deductions by increasing property debt.

In this podcast, Craig Day and Linda Bruce address key frequently asked questions from advisers about the tax implications of borrowing additional amounts against an existing property.

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• Federal Budget tax reform bills have passed - discussion on significant developments including bans on SMSF LRBA for residential property and changes to small business concessions
• Release of Division 296 regulations which contain important technical detail
• 1 July 2026 changes - new rates and thresholds and Payday Super

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Craig Day and Tim Sanderson answer many of the questions we have received from advisers regarding the proposed CGT, negative gearing and discretionary trust tax changes.

The answers are based on both the Federal Budget papers as well as newly introduced legislation which includes the proposed amendments to implement the CGT and negative gearing changes.

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Craig Day, Tim Sanderson and Kim Guest discuss the latest technical news.

• Federal Budget - draft legislation released on CGT and negative gearing changes
• New legislation allowing victims of child abuse to access offenders super
• Recent announcement regarding the Support at Home program
• Reminder about Payday Super commencing 1 July

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Clients who are considering retiring often have outstanding accrued periods of annual leave and/or long service leave.

In many cases, clients have a choice between receiving outstanding leave as a lump sum upon terminating employment and taking any accrued leave prior to terminating employment.

Craig Day and Richard Chen compare the superannuation, tax and social security differences between these two options.

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• Upcoming Federal Budget
• Proposed $1,000 tax deduction for work related expenses
• Home based businesses and small business CGT concessions
• Upcoming changes to Total Super Balance and defined benefit pensions
• Minor change to who can be a trustee of a SMSF
• Announced changes to Support at Home fees

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From 1 July this year, the new Payday Super reforms come into effect which generally require employers to make SG contributions at the same time as they pay salary and wages.

This change could have implications for advisers and their clients where it results in an increase in concessional contributions, as it could cause them to inadvertently exceed their concessional contribution cap in future years.

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