The 2026–27 Federal Budget may prove to be one of the most significant tax turning points in decades.

In this special budget breakdown is our panel of tax and wealth specialists from the Bongiorno National Network. To unpack the significant changes to capital gains tax, negative gearing and discretionary trust taxation is host Adam McCann, Managing Director of Bartons Chartered Accountants and Wealth Advisors, Bongiorno Group’s Directors Nick Fennessy and Ricky Caldow, and Vince Lagana of Bongiorno and Partners.

They discuss what the reforms could mean for medical professionals and high-income professionals, and self-employed business owners alike, including the planning opportunities and traps investors need to understand before key implementation dates arrive. From medical practices and property portfolios to family trusts and retirement strategies, they explain how these proposed reforms could reshape wealth creation for a generation of Australian professionals.

BARTONS https://www.bartons.com.au/ 

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors. 

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit https://www.bartons.com.au/contact/ 

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product. 

 

The 2026&ndash;27 Federal Budget may prove to be one of the most significant tax turning points in decades.
In this special budget breakdown is our panel of tax and wealth specialists from the Bongiorno National Network. To unpack the significant changes to capital gains tax, negative gearing and discretionary trust taxation is host Adam McCann, Managing Director of Bartons Chartered Accountants and Wealth Advisors, Bongiorno Group&rsquo;s Directors Nick Fennessy and Ricky Caldow, and Vince Lagana of Bongiorno and Partners.
They discuss what the reforms could mean for medical professionals and high-income professionals, and self-employed business owners alike, including the planning opportunities and traps investors need to understand before key implementation dates arrive. From medical practices and property portfolios to family trusts and retirement strategies, they explain how these proposed reforms could reshape wealth creation for a generation of Australian professionals.
BARTONS <a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a>&nbsp;
Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.&nbsp;
Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit <a href="https://www.bartons.com.au/contact/">https://www.bartons.com.au/contact/</a>&nbsp;
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.&nbsp;
&nbsp;

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 

Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 
Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters.

Financial Clarity for Life

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 

Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

ABOUT BARTONS

https://www.bartons.com.au/

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 
Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.
ABOUT BARTONS
<a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a>