Year End Tax Planning Guide 2026

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.