{"id":796509,"date":"2026-07-13T00:55:27","date_gmt":"2026-07-13T00:55:27","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/796509\/"},"modified":"2026-07-13T00:55:27","modified_gmt":"2026-07-13T00:55:27","slug":"capital-gains-tax-changes-2027-should-you-sell-your-shares-before-the-new-indexation-rules-begin","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/796509\/","title":{"rendered":"Capital gains tax changes 2027: Should you sell your shares before the new indexation rules begin?"},"content":{"rendered":"<p>Q: I have a portfolio of shares that has gained $100,000 over several years. I am wondering about selling some before June 30, 2027, when the new capital gains tax discount rules come in. Under which system am I likely to pay less tax? To use an example of one shareholding, in 2015 I bought 97 shares at $76 each, and in 2019 another 41 at $120 each. The shares are now worth about $250 each. How will the two CGT systems differ? I\u2019m in my 60s, retired, and my marginal tax rate is 16 per cent (excluding the Medicare levy). Sandra <\/p>\n<p>A: Selling before June 30, 2027 may not always minimise tax, says Peter Bembrick, tax services partner at HLB Mann Judd.<\/p>\n<p>Loading&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"Q: I have a portfolio of shares that has gained $100,000 over several years. I am wondering about&hellip;\n","protected":false},"author":2,"featured_media":796510,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[64,63,99],"class_list":["post-796509","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-au","tag-australia","tag-business"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/796509","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=796509"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/796509\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/796510"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=796509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=796509"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=796509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}