Why business owners must act on CGT changes by 30 June 2027

Why your business value at 1 July 2027 could matter

From 1 July 2027, the Government’s CGT reforms will change how certain capital gains are taxed, including changes to the 50% CGT discount.

For business owners, this means the value of your business at 1 July 2027 could become important if you later sell, transfer or transition the business.

Why act now?

Trying to establish what a business was worth years after the event can be difficult. Financial information changes, circumstances are forgotten and supporting evidence can be lost.

Our recommendation is simple:

Start establishing your position before 1 July 2027, not after it.

Strategy360’s Business Position Assessment documents:

1. Your current business value drivers and risks

2. How your business compares with industry benchmarks

3. Opportunities to strengthen business value before 1 July 2027

Our assessment is not a formal business valuation. It provides a documented starting point and a stronger foundation for establishing the value of your business as at 1 July 2027.

Starting early also gives you time to improve your business value and prepare for the possible CGT consequences of a future sale.

Talk with Nathan McGrath, Strategy360 Senior Business Adviser and Specialist Business Valuer, about starting your Business Position Assessment.