In this episode of Small Firm, Big Impact, we unpack the key updates from the recent Australian Federal Budget 2026-27 and what they mean for accounting firms and their clients. 

Treasurer Jim Chalmers has handed down one of the most significant budgets in recent times, with fundamental changes to taxation of capital and trusts.  

Our host, Zoe Delamare, Public Affairs Lead, is joined by Susan Franks CA, Australian Tax and Superannuation Leader and Tony Negline CA, Superannuation and Financial Advice Leader, to dive into the changes and what CA ANZ members need to know.  

In this episode, we discuss: 

• Changes to the minimum tax on discretionary trust distributions  

• How to advise super fund clients  

• The impact of capital gains tax changes and valuation  

• Practical ways to support clients  

• How we can advocate for members  

Resources mentioned: 

• CA ANZ Budget coverage  

• Federal Budget webinar recording  

• Visit the podcast page for more resources