Every client with a property or capital assets will need a new tax strategy before 1 July 2027. They're relying on you to maximise their investments.
Join David Boyar and Timothy Munro for a live session on how to model the old rules against the new ones, work out what each client needs, and advise them on the negative gearing and CGT changes with confidence.
You'll walk away knowing:
- How to model the difference between old and new CGT rules for a client
- Why a market valuation beats the ATO's proportional calculator for the 1 July 2027 deemed disposal
- Which clients have a window to sell under the current 50% discount before 1 July 2027
- What the 12 May 2026 cutoff means for negative gearing on your clients' investment properties