30/06/2026
Could the new CGT rules mean paying more tax on your real investment gains than you expect?
It sounds unlikely, but under the proposed indexing regime, the way gains and losses are treated could lead to much higher effective tax rates for some investors, especially those holding portfolios of individual speculative shares.
In this video, we explain:
• How the new CGT rules work
• Why some investors could face higher tax bills
• Who may be most affected
• How diversified structures like ETFs and managed funds may help improve tax efficiency
Tax rules can have a big impact on long-term returns, so understanding them matters.
Not sure how CGT changes could impact you? Try our CGT calculator via the link in bio.
Stockspot Pty Ltd ABN 87 163 214 319 is a licensed Australian Financial Services provider (AFSL 536082) regulated by ASIC. Any advice contained in this video is general advice only and has been prepared without considering your objectives, financial situation or needs. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.
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The content of this video is not intended to represent or be a substitute for specific taxation or legal advice and should not be relied on as such. Any taxation, legal and other matters referred to, are based on Stockspot’s interpretation of existing laws and should not be relied upon in place of appropriate professional advice. Those laws may change from time to time.