Tax planning in a shifting landscape
The tax landscape is evolving rapidly heading into the new financial year. For mid-market businesses, that means balancing immediate End of Financial Year priorities with planning for the proposed reforms to capital gains tax, negative gearing and trust distributions announced in the 2026–27 Federal Budget.
This guide has been designed to help you navigate both your immediate obligations before 30 June 2026 and the longer-term considerations shaping the year ahead. It includes a practical checklist of key actions, with each item linked to detailed guidance notes to support informed decision-making based on your business’s circumstances.
Expert guidance to help you prepare, adapt and plan ahead
Whether you’re preparing for year-end, reviewing your current structures or planning ahead, this guide is designed to give you a clear picture of what’s changing and what to act on. It covers both immediate EOFY considerations and longer-term shifts, so you can make informed decisions now with confidence in what comes next.
Looking for more? Our latest thoughts on end of financial year
Supporting your planning at every stage
Whether you’re preparing for year-end, reviewing your current position or planning ahead for FY27, this guide provides timely insights and practical guidance to help you respond with clarity and confidence.