The Australian Federal Budget – What It Means for Aussies at Home and Abroad

In this episode, co-hosts Jarrad Brown, Senior Financial Planner for Australian expats based in Singapore, Joel Kerin and Will Cant, Senior Advisers with Ally Wealth Management, to unpack one of the most significant tax reform budgets we've seen in a generation.

This Federal Budget fundamentally changes how wealth is taxed in Australia, particularly for investors, business owners, and high-income earners. Our hosts share their expert insights on what's changing, what it means for your strategy, and how Australians at home and abroad can position themselves for what's coming.

In this episode, we cover:

An overview of the Budget and the government's intent to rebalance the tax system between workers and investors
The major shake-up to Capital Gains Tax (CGT) – including the removal of the 50% CGT discount, the introduction of inflation indexation, and a new 30% minimum tax on capital gains from 1 July 2027
Sweeping changes to negative gearing, including grandfathering of existing arrangements, restrictions to newly built properties only, and how losses can (and can't) be offset for established properties
The new 30% minimum tax on discretionary trusts proposed to come into effect from 1 July 2028, and what this means for family trust structures
Why superannuation has been left largely untouched, and why it may become an even more attractive long-term wealth vehicle
Forward-looking strategies that Australian investors, business owners, and expats should be considering now to stay ahead of the changes

Whether you're living in Australia, building wealth as an expat overseas, or planning your return home, this episode delivers the clarity, context, and practical takeaways you need to navigate the new landscape with confidence.

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Disclaimer:

The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

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Upcoming Episode:

Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!