Federal Budget 2026-27

Federal Budget webinar

Hear from the Technical Services Team as they discuss and identify the impact of budget announcements on your retiree and pre-retiree clients.

Watch on demand

Macro Musing: Federal Budget 2026-27

Read Dr Jonathan Kearns, Chief Economist and Head of Regulatory Affairs, insights on the 2026-27 Federal Budget.

At 7:30pm on Tuesday 12 May 2026, the Treasurer, Jim Chalmers, released the Government’s 2026-27 Budget.

The Budget features a number of measures that may impact your advice for both pre and post retiree clients, including aged care clients, and these measures are the focus of this analysis.

Key measures announced include:

Capital Gains Tax changes,
Reforms to negative gearing of residential property investments,
Minimum tax on discretionary trusts,
Tax relief measures,
Aged Care changes.

It is important to note that at this time any proposed measures are not yet law and could change through implementation.