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CGT Changes in Australia 2026: What Property Investors Need to Know Before Budget Night

15 APRIL 2026·12 MIN READ·BY LODGEY
Budget night is 12 May 2026.The CGT discount is widely expected to be cut. This article covers what the rules were, what's changing, and — most importantly — what you should do about it. Use the interactive calculator below to model your specific scenario.
TL;DR — THE KEY POINTS
  • The 50% CGT discount (in place since 1999) is expected to be cut to 25–33% in the May 2026 Budget
  • A $400K capital gain would cost you up to $32,000 more in tax under a 33% discount vs the current 50%
  • No grandfathering is anticipated — existing property owners will be affected on future sales
  • Separately, foreign resident CGT rules are being overhauled with retrospective application back to 2006
  • The window to act before Budget night is closing fast
01

What the CGT Rules Were (Before)

Before 1985, Australia had no general tax on capital gains. This created a massive loophole — workers could take bonuses as shares instead of salary, sell them later, and pay less tax because the profit was a "capital gain" rather than income.

CGT was introduced in 1985 to close this gap and broaden the income tax base. From 1985 to 1999, the system used indexation (adjusting your cost base for inflation so you only paid tax on real gains) and averaging (smoothing out the tax spike from a large one-off gain).

The 1999 shift: the 50% discount

In 1999, the Howard Government replaced indexation and averaging with a simple flat 50% CGT discountfor assets held longer than 12 months. Instead of complex inflation calculations, you simply halved your gain. This is the system that has remained in place until now — and it's the system that's about to change.

EraMethodHow It Worked
1985–1999Indexation + AveragingCost base adjusted for CPI inflation; gains averaged over holding period
1999–202650% CGT DiscountSimply halve the capital gain if asset held 12+ months
May 2026?Reduced DiscountExpected cut to 25–33%, or possible return to indexation
Your home is safe. The main residence exemption is not expected to change. CGT only applies to investment properties, shares, and other non-exempt assets.
02

What's Changing — Two Reform Tracks

Track A: Domestic CGT discount cut

The Albanese Government is widely expected to announce a cut to the CGT discount in the May 2026 Federal Budget. The Senate Select Committee's final report (March 2026) found the current 50% discount distorts investment decisions, disproportionately benefits high-income taxpayers, and contributes to housing affordability pressures.

The Parliamentary Budget Office estimates the CGT discount costs the budget approximately $247 billion in forgone revenue over the next decade.

ScenarioDiscountTaxable Gain on $400KTax at 45%Extra vs Current
Current rules50%$200,000$90,000
Proposed (33%)33%$268,000$120,600+$30,600
Proposed (25%)25%$300,000$135,000+$45,000
No discount0%$400,000$180,000+$90,000

Track B: Foreign resident CGT overhaul

On 10 April 2026, the government released draft legislation that dramatically widens the Australian tax base for foreign investors. The new definition of "real property" includes anything "fixed or installed on land for the majority of its useful life" — capturing wind turbines, data centres, mining equipment, and transmission infrastructure.

Most controversially, parts of the new definition apply retrospectively from December 2006. Historical transactions previously considered non-taxable could face audit, penalties, and interest.

03

Model Your Scenario

Use this interactive calculator to see how different CGT discount levels affect your after-tax position. Adjust the capital gain amount, discount rate, and your marginal tax rate to model your specific situation.

INTERACTIVECGT SCENARIO CALCULATOR
$400,000
TAXABLE GAIN
$200,000
TAX PAYABLE
$90,000
EFFECTIVE RATE
22.5%
YOU KEEP
$310,000

Illustrative only. Does not account for Medicare levy, capital losses, cost base adjustments, or individual circumstances. Consult a registered tax agent.

04

Who Gets Hit Hardest

The investors most exposed to a CGT discount cut are those sitting on the largest unrealised gains — typically long-term holders who entered the property market 15–30 years ago.

Properties held since the 1990s and 2000s have accumulated massive gains. A reduced CGT discount makes realising those gains significantly more expensive. Many of these investors are approaching or in retirement — exactly when they'd typically sell.
Properties in these markets have increased 80%+ in five years. Investors who rode the recent boom face large taxable gains if they sell after the discount is cut.
Investors negatively gearing residential property as a tax offset face compounding risk if both the CGT discount and negative gearing rules are tightened simultaneously.
Family trusts currently qualify for the 50% CGT discount and can distribute gains to lower-rate beneficiaries. Whether trusts will be treated differently is one of the biggest unknowns heading into Budget night.
05

How to Prepare — Before and After

Before Budget Night (12 May)

Don't panic-sell. The risk of acting on speculation is real — if no CGT change is announced, selling now means incurring transaction costs unnecessarily and potentially missing continued capital growth.
01
Model your numbers

Run your portfolio through 50%, 33%, and 25% discount scenarios. Use the calculator above for a quick estimate, then get your accountant to model your specific cost base.

02
Consider selling if already planning to

If you have large unrealised gains and were already considering an exit, the pre-budget window locks in the current 50% discount. But weigh transaction costs carefully.

03
Review ownership structures

Personal name, trust, company, SMSF — each has different CGT treatment. Companies don't get the discount but pay 25–30% flat. SMSFs in pension phase pay 0%.

04
Don't restructure existing properties

Transferring ownership is itself a CGT event. Restructure before acquiring new assets, not after.

After the Budget

If indexation returns, keep meticulous records of acquisition costs and capital improvements (renovations, extensions) — these are adjusted for inflation and directly reduce your taxable gain. Consider refinancing rather than selling to access equity without triggering a CGT event.

StructureCGT DiscountTax RateBest For
Personal name50% (currently)Marginal rate (up to 45%)Simple portfolios, main residence
Family trust50% (currently)Distributed to beneficiariesIncome splitting, flexibility
CompanyNone25–30% flatIf discount is abolished or cut deeply
SMSF (accumulation)33.33%15%Long-term retirement assets
SMSF (pension)100%0%Assets supporting income streams
06

Key Dates

September 1985
CGT introduced in Australia
1999
50% CGT discount replaces indexation/averaging — the system we've had for 27 years
November 2025
Senate Select Committee on the CGT Discount established
March 2026
Senate Committee final report released — recommends reform
10 April 2026
Draft legislation for foreign resident CGT overhaul released
24 April 2026
Consultation closes on foreign resident CGT draft legislation
12 May 2026
Federal Budget — expected CGT discount change announcement
1 July 2026
Likely effective date for domestic changes

The Bottom Line

Whether the May 2026 budget changes the CGT discount by a little, a lot, or not at all — the uncertainty itself is a prompt to get your affairs in order. The investors who navigate this best won't be those who panicked and sold, or those who buried their heads. They'll be the ones who understood their position, modelled their options, and made informed decisions.

This article is general information only and does not constitute tax advice. Tax rules are complex and change over time. Consider independent advice from a registered tax agent for your specific circumstances.

YOUR CGT POSITION
Before the budget hits — know what you'd actually pay

The calculator folds the CGT discount, 6-year rule, and cost-base adjustments into a personalised number. See how much of that gain stays with you under each scenario, in 60 seconds.

Run my CGT scenario →

Sources

  • Commonwealth Bank Newsroom — "What is capital gains tax and why is everyone talking about it again?" (Feb 2026)
  • Hudson Financial Partners — "CGT Discount Changes May 2026" (Mar 2026)
  • RSM Australia — "How proposed CGT reforms could affect property investors" (Mar 2026)
  • Corrs Chambers Westgarth — "Significant and retrospective CGT changes" (Apr 2026)
  • Clayton Utz — "Sweeping tax changes for foreign residents" (Apr 2026)
  • Parliamentary Budget Office — CGT discount revenue analysis
  • Senate Select Committee on the Operation of the Capital Gains Tax Discount — Final Report (Mar 2026)
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