Australia | Global Mobility | Federal Budget 2026/2027 summary


May 12, 2026

Global Mobility

Australia | Federal Budget 2026/2027 summary

Summary

The 2026/2027 Australian Federal Budget signals one of the most significant shifts in Australia’s tax settings in decades. Proposed changes to capital gains tax and negative gearing reforms will be particularly important for mobile employees, especially those who own residential properties.

There is uncertainty around how some of the proposed measures will operate in practice. Mobility professionals should begin considering the potential impact on mobility costs and questions mobile employees are likely to raise, particularly around property and investments.

From a migration perspective, the Budget takes a firm approach to reducing net overseas migration while reshaping Australia’s migration program towards younger, higher-skilled and economically productive migrants. The measures strongly favour skilled workers who can quickly contribute to priority sectors, while tightening integrity settings and increasing compliance oversight.

The detail

Five key items for global work

  • Changes to negative gearing may be a significant concern for new and existing mobile employees due to increased costs of maintaining their home.
  • Consider reviewing assignment-related housing and relocation support arrangements where employees are considering purchasing property in Australia or renting out their Australian home.
  • Consider how your assignment tax policy approaches additional tax deductions and offsets.
  • Prioritisation of onshore permanent visa applications may result in further processing delays for offshore applicants, particularly for family visa applicants.
  • Mobile employees with discretionary trust structures or significant investment portfolios may require additional tax support.

Individual tax changes your employees will care about

1.    Limiting of negative gearing

Negative gearing on residential properties will be limited to newly constructed dwellings from 1 July 2027. Included in the announcement were provisions for transitional arrangements covering individuals with arrangements in place prior to the release of the Budget.

Residential properties impacted by the change will see their losses quarantined and only available to offset rental income or capital gains from residential properties. Unused losses can be carried forward and used against future years’ income from this same asset class.

For many mobile employees, the financial impact of renting their home can be a major factor in deciding whether to undertake an international move. This announcement could see costs increase for those employees not covered by the transitional arrangements.

What remains to be seen with the release of draft legislation is exactly which individuals and properties will be covered by the transitional arrangements. Clarification is required as to whether they will apply only to properties already negatively geared at the time of the announcement, or whether they will cover all properties owned by an individual at the time of the announcement.

2.   Removal of Capital Gains Tax (CGT) discount

As previously announced, the Government will abolish the 50% CGT discount and revert to a pre-1999 system of indexation.

From 1 July 2027, the 50% CGT discount will be replaced by cost base indexation for all assets (including property and shares) held for more than 12 months, with a 30% minimum tax on net capital gains. These changes will apply to all CGT assets, including pre‑1985 CGT assets, held by individuals, trusts and partnerships.

Transitional arrangements will limit the impact on existing investments as detailed in the table below:

Transitional arrangements
Asset acquiredAsset soldCGT treatment
Before 20 September 1985Before 1 July 2027Exempt from CGT
Before 20 September 1985After 1 July 2027Portion of gain accrued prior to 1 July 2027 exempt from CGT

Post 1 July 2027 gains subject to cost base indexation and the proposed 30% minimum tax

After 20 September 1985, before 1 July 2027Before 1 July 2027Eligible for 50% CGT discount
After 20 September 1985, before 1 July 2027After 1 July 202750% CGT discount applies to gains accrued up to 1 July 2027

Post 1 July 2027 gains subject to cost base indexation and the proposed 30% minimum tax

All eligible new buildsAfter 1 July 2027Eligible to choose either the 50% CGT discount, or cost base indexation and the proposed 30% minimum tax

3.    Minimum tax on discretionary trusts

The Government has announced a 30% minimum tax for discretionary trusts from 1 July 2028, which may significantly reduce the flexibility and tax benefits of these trust structures.

Key points include:

  • Trustees will pay a minimum 30% tax on discretionary trust income.
  • The changes may reduce the benefit of distributing income to lower tax rate beneficiaries.
  • Business owners and investors using discretionary trusts may need to reassess existing structures and distribution strategies.
  • Certain trusts and income types will remain excluded (including complying superannuation funds and deceased estates).

4.   Tax deduction and offset for employees

From 1 July 2026, Australian tax resident individuals earning employment income will be able to claim an instant deduction for work-related expenses of $1,000. There will be no requirement to provide receipts or itemise the claim. Individuals who claim more than $1,000 can continue to do so in the usual way, maintaining appropriate records.

From 1 July 2027, a $250 Working Australians Tax Offset will also be provided for income earned from working individuals (including business income of sole traders).

5.   Foreign buyer of established dwellings

The temporary ban for foreign buyers of established dwellings has been extended to 30 June 2029 with the Government’s intention to direct foreign buyers to new developments to boost Australian housing supply.

Changes employers need to be across

1.  Electric cars and Fringe Benefits Tax (FBT)

In line with previous announcements, the FBT exemption for electric cars will be scaled back from the current 100% exemption. From 1 April 2029, the exemption will be limited to 25% for all electric cars valued up to and including the fuel‑efficient luxury car tax threshold (currently $91,387).

Transitional arrangements mean:

  • All existing eligible electric cars will retain the current FBT exemption.
  • Electric cars valued up to and including $75,000 that are provided before 1 April 2029 will continue to be eligible for a 100% exemption.
  • Electric cars valued above $75,000 and up to and including the fuel‑efficient luxury car tax threshold that are provided between 1 April 2027 and 1 April 2029 will be eligible for a 25% exemption.

2.  Employee Share Schemes (ESS)

The changes to the 50% CGT discount from 1 July 2027 will also impact the taxation of ESS interests.  Most significantly, these changes may impact Start-up companies that have utilised the ESS start-up concessions to help attract, retain and incentivise employees. The Government has indicated that it will consult with stakeholders on the details of the CGT reforms to the start-up sector, so watch this space.

3. Migration planning levels and measures

Many of the Budget’s migration measures aim to lower net overseas migration (NOM) while improving the overall quality and suitability of migrants entering Australia. Additional reforms seek to optimise the General Skilled Migration points test to favour higher-skilled and younger migrants. There will also be changes to the Working Holiday Maker program to better manage numbers and allocation, including expanded use of ballots.

Permanent migration program settings have been set as follows:

  • 185,000 permanent places in 2026–27, maintaining the 2025-26 program settings
  • 132,240 places (over 70%) allocated to the Skill stream
  • 129,590 places prioritised for onshore applicants, with 300 places for Special Eligibility
  • 55,110 offshore places focused on highly skilled migrants to meet long-term needs

These settings are designed to place downward pressure on NOM.

Skills assessments

The Government is investing $85.2 million to accelerate skills assessments and licensing for migrant trades workers. This could reduce workforce entry times by up to six months and add up to 4,000 skilled workers annually. Key initiatives include:

  • A new Trades Recognition Australia (TRA) assessment program for onshore visa holders to better recognise existing qualifications and experience.
  • Reforms to the permanent migration points test to prioritise younger, higher-skilled, and better-educated migrants.
  • A National Credit Recognition Framework to improve recognition of VET qualifications and support faster, cheaper transitions into university degrees in priority sectors such as nursing, teaching, and construction.

Migration system investments

The Budget includes targeted investment to strengthen migration system capability ($46.4 million), with a focus on skills assessment reform, including modernising TRA skills assessment and licensing pathways ($75.1 million), integrity measures and compliance, alongside plans to enhance governance through a potential Skills Migration Commissioner.

Contact us

For a deeper discussion on the above, please reach out to your Vialto point of contact, or alternatively:

Shane Smailes    
Partner – Tax

Marc Bosotti
Partner – Rewards

Cherie Wright
Partner – Immigration

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