05/11/2026
Thinking of getting your assets valued before the CGT changes? Hold off. ✋
Capital gains tax rules are changing from 1 July 2027, and the ATO says a valuation obtained now won’t comply with the changes.
A valuation can’t be forward-looking, so paying for a report today won’t fix a value for 30 June 2027.
What’s changing for gains from 1 July 2027:
〰️ The 50% CGT discount will be replaced with cost base indexation for resident individuals, trusts and partnerships.
〰️ A minimum 30% tax will apply for individuals on certain net capital gains
〰️ Pre-CGT assets will be subject to CGT
The good news: the main residence exemption isn’t changing, and for most individuals and trustees, the earliest you’ll need to report a gain under the new rules is when lodging your 2027–28 return.
What you should do now: keep good records of when you acquired your assets, what you paid and any changes along the way.
Every asset is different. Talk to us before you commission any valuation, and we’ll map out the right strategy for you. 💬
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