Summary
Australia's tax landscape is undergoing one of its most significant structural shifts in decades.
The replacement of the traditional 50% CGT discount framework, the introduction of cost-base indexation and a minimum tax on capital gains, reforms to negative gearing, and the proposed Division 296 tax on large superannuation balances are creating new challenges for advisers and clients alike. These changes have implications extending beyond property investment to business ownership, trust structures, succession planning, family wealth arrangements, SMSFs and long-term investment strategies.
This intensive workshop has been designed specifically for experienced tax professionals seeking a deeper understanding of the technical operation of the reforms and their practical application across a range of client scenarios.
Through a combination of legislative analysis, technical discussion and practical case studies, attendees will explore how the new rules interact with Australia's existing tax framework and identify the planning opportunities, risks and advisory considerations likely to emerge over the coming years.
Learning Outcomes:
By the end of this workshop, participants will be able to:
- Explain how the enacted reforms modify existing CGT rules.
- Understand the practical implications of replacing the 50% CGT discount framework.
- Identify how different ownership structures are affected by the changes.
- Recognise where existing exemptions and concessions continue to apply.
- Determine which clients, assets and structures warrant immediate review.
- Develop a framework for discussing the reforms with clients in a practical, commercially focused manner.
- Analyse how the reforms interact with existing CGT provisions.
- Evaluate the ongoing suitability of different ownership structures.
- Identify opportunities and risks associated with restructuring.
- Recognise where specialist advice is required.
- Apply the reforms to complex client fact patterns.
- Identify when an independent valuation should be obtained.
- Evaluate the strengths and weaknesses of different valuation methodologies.
- Understand evidentiary requirements supporting future tax positions.
- Improve record-keeping and documentation practices.
- Reduce valuation-related tax risk
- Assess how the CGT reforms may influence SMSF and investment structure decisions.
- Understand the potential implications of Division 296 for high-balance members.
- Evaluate the role of LRBAs in a changing tax environment.
- Identify valuation, liquidity and governance considerations for SMSFs.
- Integrate superannuation into broader tax, retirement and succession planning discussions.
Fees
Below is all of the pricing information for the event.
AUD pricing is inclusive of GST.
Member fee: $499.00 AUD
Non-Member fee: $699.00 AUD
Early Bird Rate - Save 5% until 30 Sept 2026
Group Discount - Save 5% for groups of 3 or more in the same transaction
Venue / Location