FY27 Tax Planning Series

The 2026-27 Federal Budget commentary session drew over a thousand accountants who wanted the changes explained before the dust settled. That session answered "What happened?".

This series answers "what now".

Across these sessions, Tim Munro and David Boyar move from budget headlines to the client conversations practitioners are having this quarter.

The series opens with proactive tax planning, covering what to raise with clients before this year's shorter planning window closes. It then turns to trusts, unpacking the pressure on discretionary structures and how to talk to clients about restructuring before it becomes urgent. And it closes with CGT and negative gearing, giving practitioners the language to have that conversation with confidence rather than just the technical detail.