Monday
12 October2026
CPA Australia City Taxation Discussion GroupThe biggest tax shake up in a generation
This discussion group session will focus on:
– Examples showing the difference between the 50% CGT discount and indexation, and the government’s proposed apportioning method to work out pre- and post-1 July 2027 capital gains;
– The proposed innovative business capital gains tax concession available to founders and investors in certain startups;
– The draft legislation on the proposed minimum 30% tax on discretionary trusts, potential double taxation of corporate beneficiaries, and the ability to make an election to fix income and capital beneficiaries so as to avoid the minimum 30% tax;
– Examples of the removal of negative gearing measure and how it interacts with the CGT changes.
SPEAKER: Julian Cheng | Partner – Head of Tax | Gilbert + Tobin |
With over 25 years’ experience, Julian provides tax advisory services to the full spectrum of clients. His clients include public and private corporate groups, fund managers across various asset classes, consortiums and joint ventures and high net worth individuals.
Working across various transactions, he advises on mergers and acquisitions (including tax due diligence), initial public offerings, restructures, cross border investments, funding and fund establishment.
Julian has also represented clients in audits and reviews with tax authorities (including submissions to tax authorities). His advice covers matters including Division 7A, controlled foreign company rules, the superannuation guarantee charge, the characterisation of gains as revenue or capital in nature and withholding taxes.
Please register your spot at https://citytaxation.com.au/courses-page/12oct26/
This discussion group session will focus on:
– Examples showing the difference between the 50% CGT discount and indexation, and the government’s proposed apportioning method to work out pre- and post-1 July 2027 capital gains;
– The proposed innovative business capital gains tax concession available to founders and investors in certain startups;
– The draft legislation on the proposed minimum 30% tax on discretionary trusts, potential double taxation of corporate beneficiaries, and the ability to make an election to fix income and capital beneficiaries so as to avoid the minimum 30% tax;
– Examples of the removal of negative gearing measure and how it interacts with the CGT changes.
SPEAKER: Julian Cheng | Partner – Head of Tax | Gilbert + Tobin |
With over 25 years’ experience, Julian provides tax advisory services to the full spectrum of clients. His clients include public and private corporate groups, fund managers across various asset classes, consortiums and joint ventures and high net worth individuals.
Working across various transactions, he advises on mergers and acquisitions (including tax due diligence), initial public offerings, restructures, cross border investments, funding and fund establishment.
Julian has also represented clients in audits and reviews with tax authorities (including submissions to tax authorities). His advice covers matters including Division 7A, controlled foreign company rules, the superannuation guarantee charge, the characterisation of gains as revenue or capital in nature and withholding taxes.
Please register your spot at https://citytaxation.com.au/courses-page/12oct26/
17:303/111 Harrington Street SYDNEY NSW 2000 and CPA Australia City Taxation Discussion Group Zoom Webinar
