Episode 258

full
Published on:

3rd Jun 2026

Tax Time 2026!

Tax Time Shake-Up: What Every Aussie Needs to Know for 2026–27!

Tax time is just around the corner, with a number of changes set to kick in from July 1. So what do you need to know and how can you prepare?

On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Mark Chapman, director of tax communications at H&R Block, to break down the key updates and the moves to make before and after June 30.

00:00 Introduction

01:07 Federal budget tax changes overview

01:36 What’s changing with negative gearing?

03:09 Capital gains tax overhaul

04:50 Family trusts and the 30% minimum tax

06:22 $1,000 instant deduction

08:24 Working Australians Tax Offset

09:51 Lower income tax rates and super changes

11:42 Who the ATO is targeting this year

14:49 EOFY checklist: practical steps to take now

17:10 — Common mistakes when preparing a tax return

18:30 Conclusion

#friendswithmoney #tomwatson #markchapman #tax

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About the Podcast

Friends With Money
Earn. Save. Invest.
We all have questions about money; how to earn it, how to spend it, and the best ways to invest so we can watch it grow.

The Friends With Money podcast, created by Money Magazine (Australia’s longest-running and most-read personal finance magazine), shares its extensive network of finance experts, in-depth knowledge of markets and timely advice to help you understand the world of money.

Hosted by senior writer, Tom Watson, Managing Editor, Vanessa Walker and editor-in-chief, Michelle Baltazar, Friends With Money is a weekly chat with a variety of credentialed guests that you won’t want to miss. Listening and learning will help you on the path to financial freedom.