7 Things Investors Should Check Now Before the Capital Gains Tax Changes

If you own an investment property, shares, a business or other assets with a decent capital gain sitting in them, the changes coming to Capital Gains Tax from 1 July 2027 are worth paying attention to.

Because once people hear the words tax change and deadline, the instinct is often to think they need to act before it is too late. Do you need to sell now? Bring your plan forward? Or is there something you need to do now while the old rules still apply?

In this episode, Paul works through what the new CGT rules actually mean for investors and, more importantly, where they could change the decisions you make over the next few years. If you were already thinking about selling an investment, waiting until retirement, moving more money into super or simply leaving everything as it is, there are a few parts of these changes you will want to understand before making your next move.

Inside this episode:

The CGT change that sounds much more dramatic than it may actually be for gains you have already built up

Why rushing to sell before 1 July 2027 could create a bigger problem than the tax change itself

The retirement strategy that may not work quite the same way once the new rules begin

Whether you should be thinking about getting property, business or other assets valued before the deadline

The little-known change that could affect some assets that have been outside the CGT system for decades

Why where you hold your investments could become a much bigger planning question

The situations where doing nothing may still be the smartest move

What is actually worth reviewing between now and July 2027, before you make a decision that is hard to undo