SB Partners Pty Ltd

Buying a new home? 🏡

There’s more to consider than just finding the right property. From the main residence CGT exemption to buying before selling and renting out your new home before moving in, understanding the tax implications can help you plan ahead.

Swipe through for three key things to keep in mind.

For advice tailored to your circumstances, get in touch with the SB Partners team.

📞 07 5526 0099
🌐 sbpartners.com.au

Should you sell before 1 July 2027? 🤔

Upcoming CGT changes may have investors questioning their next move. The good news is that gains accumulated before 1 July 2027 will remain protected under the existing 50% discount.

See our August newsletter to learn more or contact our team on 07 5526 0099.

Have you reviewed your family trust lately? 👀

Recent changes may impact the way family trusts are taxed and managed.

➡️ Swipe through for a quick overview, then read our latest newsletter for the full update.

Property investors, take note 📢

We've broken down the proposed negative gearing changes into a simple, easy-to-understand guide.

Swipe through to learn more ➡️

Behind every successful business is more than hard work — it’s understanding the numbers, making informed decisions, and planning for long-term growth.

At SB Partners, we help businesses turn their numbers into strategy. 📈

More than spreadsheets.
More than compliance.

At SB Partners, we’re here for the ambitious business owners building something bigger.

The right numbers. Real results. ✨

The 2026–27 Federal Budget has introduced a range of proposed tax and business changes that could impact individuals, investors and business owners.

From property investment reforms and trust taxation changes to small business incentives and individual tax measures — now is the time to start planning ahead.

Our team is here to help you understand what these announcements could mean for your situation.

📩 Get in touch with us to discuss your tax planning strategy.

Super caps are increasing from 1 July 2026 - but it’s not as simple as ‘you can just contribute more”.

✔️ Concessional cap: $30,000 → $32,500
✔️ Non-concessional cap: $120,000 → $130,000
✔️ Bring-forward cap up to $390,000

Sounds great… but your eligibility depends on things like your total super balance and timing.

⚠️ For example — if you’ve already triggered a bring-forward period, you may not be able to access the higher caps straight away.

The upside?
There are real opportunities here to grow your super and potentially reduce tax — if it’s done right.

👉 Want to understand what this means for you?
Head to the link in bio to read our April newsletter.