Post by Bell Potter Securities

Federal Treasurer Jim Chalmers delivered his fifth budget on the 12th of May. The headline measures signal a meaningful shift in the taxation of investment income, property and trust distributions, aimed at rebalancing a system perceived to favour capital over labour. Head of Financial Planning, Jeremy Tyzack, and Strategist, Rob Crookston have summarised the key proposals and our investment view, covering budget objectives, implications for the RBA, capital gains tax, negative gearing, family trusts, cost of living support and small business. If you would like to learn more or if you have any questions about the 2026-2027 Federal Budget, please reach out to your Bell Potter Adviser.