- This event has passed.
July 17 @ 12:00 PM - 1:00 PM AEST
The Budget’s CGT and negative gearing changes are now law. In addition, a late amendment was added banning SMSF borrowing on residential property. This session explains the new law with worked examples.
Topics covered include:
- The negative gearing changes, the exclusions, and how to calculate a quarantined loss
- How to calculate a capital gain under reintroduced cost base indexation
- The minimum 30 per cent tax on capital gains, and who is excluded
- The increased $10 million turnover threshold for the 50 per cent active asset reduction
- The SMSF LRBA ban on residential property, the business real property test, and what is grandfathered
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
CPD Hours Available
Presented by:
Stuart Sheary
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
Kirk Wilson
A registered tax agent, Kirk Wilson has worked in the profession for some 30 years. For eight years he worked in the ATO’s Appeals, Advisings and Legislative Service Groups where, amongst other things, he advised on CGT-related matters. For 20+ years he worked for Thomson Reuters as a senior tax writer, specialising in writing and editing CGT content. He was also responsible for reporting legislative, case and other tax developments for TR’s news service bulletins, and producing practitioner articles for various products. A registered tax agent who passed the NSW Bar exams in 2013, Kirk has also spent 12+ years teaching tax law and commercial law.
