How The New Capital Gains Tax Will Work For Shares (Australia 2026)

In this video I break down exactly how the new capital gains tax rules in Australia will work for shares and ETFs from 1 July 2027. I cover when the new CGT rules start, who they affect, what happens to the shares you already own under the transitional rules, and a couple of simple examples so you can actually understand the impact on your portfolio. ------------------------------------------------------ 📩 Sign up to my free email newsletter! https://aussiemoneyclub.beehiiv.com/subscribe 🎁 FREE Shares for New Aussie Investors 🎁 Use Moomoo (CHESS sponsored) to start investing in shares & ETFs today! ✅ Get up to 38 FREE shares. ✅ $0 brokerage for 30 days. ✅ Auto-invest + premium research tools. 👉 Sign up here: https://j.moomoo.com/00A1xQ T&Cs apply 📈 Shares & Investing Apps I Use ► Moomoo – Get up to 38 FREE shares + Auto-Invest: https://bit.ly/3PgUN6E ► Tiger Brokers – Get $50 USD in FREE Tesla shares & $170 Cash Vouchers: https://bit.ly/3RqBPLI ₿ Crypto Investing Apps I Use (Australia) ► Independent Reserve – Get $25 FREE Bitcoin (No deposit required): https://bit.ly/4cSicE4 ► Bitcoin.com.au – Get $30 FREE Bitcoin (With any deposit): https://bit.ly/3B0RnQM ► CoinSpot – Get $20 FREE Bitcoin (With any deposit): https://bit.ly/3Ed2XXJ 🏦 Banks & Finance Apps I Use ► ING – Get $125 FREE if you sign up: https://bit.ly/4qakqXh ► Ubank – Get $30 FREE if you sign up with my code & make 5 small purchases: https://bit.ly/4hgoa4c Use Code: MDPYUAG ► Up Bank – Get $10 FREE when you join: https://bit.ly/4gC4oQV 🏠 Mortgage Brokers I Use ► Alcove Mortgage Brokers - Buying a house or refinancing? Book a free meeting to get yourself the best deal: https://bit.ly/4rcFsVb 🎯 Portfolio Tracker Apps I Use ► Sharesight – Get 4 months FREE: https://bit.ly/46ajSHu ► Navexa – Get 20% OFF: https://bit.ly/3RLOI2X or code: bryaninvest 🔍 Investing Research Tools I Use ► Investing.com Premium – Advanced market data & research (Big Discount): https://bit.ly/4qsXL81 ► Seeking Alpha – Deep investing analysis & insights (Big Discount): https://bit.ly/48Txrhp 👨🏻‍💻 Business Tools I Use ► Xero – Best accounting software for Aussie businesses (90% off): https://bit.ly/3YxbL4b ► Hostinger – Build your website fast (huge discount): https://bit.ly/49tlvDi ⚠️ Affiliate Disclosure Some links above may be affiliate links. It doesn't cost you any extra to use them but it does help support my channel. Thank you! ☺️ ------------------------------------------------------ 👇 Connect With Me 👇 📩 My Free Email Newsletter: https://aussiemoneyclub.com.au/subscribe 📸 My Instagram: https://www.instagram.com/bryaninvest 🐦 My Twitter (X): https://x.com/heybryaninvest?s=21&t=oeZlZBWptKzRPn4xgjGv-w ------------------------------------------------------ 🚨 Disclaimer: This video is for educational purposes only and is not financial advice. It does not take into account your personal objectives, financial situation, or needs. Always do your own research and due diligence before making any decisions. ------------------------------------------------------ ⏰ TIMESTAMPS 0:00 - Intro 0:27 - Quick Recap: What's Actually Changing 1:18 - When Does It Start? 1:28 - The 3 Scenarios For Share Investors 1:47 - Scenario 1: You buy and sell the shares before 1 July 2027 2:21 - Scenario 2: You buy before 1 July 2027 but sell after 3:41 - Scenario 3: You buy after 1 July 2027 and sell after that date 5:14 - Are Existing Shares Grandfathered? 6:01 - What You Should Actually Do 6:57 - My Honest Thoughts