Could Missing This Property Valuation Cost You Thousands in Tax?

There’s a major capital gains tax (CGT) change coming for Australian property investors—and surprisingly, very few people are talking about it.

If you own an investment property, 30 June 2027 could become one of the most important dates in your financial calendar.

In this episode, I explain why obtaining a professional property valuation before the new CGT rules begin could potentially save some investors tens of thousands of dollars when they eventually sell.

You'll learn:
Why Australia's capital gains tax rules are changing from 1 July 2027
Why 30 June 2027 could be a critical date for investment property owners
The difference between relying on a professional valuation versus the government's default CGT calculation
Why some investors could pay significantly more tax without a valuation
A simple example showing how the two approaches may produce very different outcomes
Why waiting until the last minute could create a rush for qualified valuers
Practical steps to take now to help protect your wealth

Remember, this episode is general information only and is designed to help you understand an important upcoming change. Whether obtaining a professional valuation is appropriate for your circumstances is something you should discuss with your accountant or registered tax adviser.

If you know someone who owns an investment property, please share this episode with them. It could save them from an expensive mistake years down the track.

💡 If you want my help with your Budget or Money Mindset

Want more support on your financial journey? Here’s how we can work together:
The SugarMamma Budget & Cashflow Academy
Sick of living paycheque to paycheque or feeling overwhelmed by your money?
This course includes aone-on-one appointment with me so I can personally help you.
👉 Enrol here
Money Mindset & Manifestation Mentorship
Join my program for ongoing support, clarity, and motivation around the way to show up and work on your financial goals and dreams, including attracting the life that you want. Get started here.

📚 My Books

If you’re ready to deepen your financial knowledge, check out my books:
Best Seller:The $1000 Project
**Mindful Money](https://amzn.to/3RV0poc)
Motivated Money by Peter Thornhill(a huge inspiration for me): Read it here

(These are Amazon affiliate links to my own books.)

🌟 Stay Connected & Inspired
Instagram:@SugarMammaTV — money, budgeting, cashflow & motivation
Instagram:@CannaCampbellofficial — lifestyle, capsule wardrobe fashion, motherhood
Substack Quiet Wealth: https://substack.com/@sugarmammaquietwealth
Keynote speaking book via canna@sugarmamma.tv
TikTok:@SugarMammaTV
YouTube:SugarMammaTV — over 500 bite-sized videos with more than 12 million views!
Website:SugarMammaTV.com
Don’t forget my other podcast:How Do They Afford That? 👉 Listen here

⚖️ General Advice Warning

While we discuss financial topics, everything shared here is general information only — never personal, product, or investment advice. Always:
Do your own research.
Weigh up the pros, cons, fees, caps, taxes, and risks.
Seek professional advice before making financial decisions.

📜 Financial Planning License Details

The information in this podcast does not take into account your personal circumstances, goals, or needs. Always read relevant Product Disclosure Statements before acquiring any financial product, and seek independent financial advice where appropriate.

Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd (AFSL No. 700012 | ABN 97 678 975 589).

 

Capital Gains Tax | CGT | Property Investors | Investment Property | Property Valuation | 30 June 2027 | Tax Planning | Australian Property | Capital Gains | Tax Changes | Wealth Protection | Property Tax | Financial Planning | Real Estate Investing | Australia

Could Missing This Property Valuation Cost You Thousands in Tax?
There&rsquo;s a major capital gains tax (CGT) change coming for Australian property investors&mdash;and surprisingly, very few people are talking about it.
If you own an investment property, 30 June 2027 could become one of the most important dates in your financial calendar.
In this episode, I explain why obtaining a professional property valuation before the new CGT rules begin could potentially save some investors tens of thousands of dollars when they eventually sell.
You'll learn:
<ul data-start="760" data-end="1323">
<li data-section-id="dlijoh" data-start="760" data-end="835">Why Australia's capital gains tax rules are changing from 1 July 2027</li>
<li data-section-id="85zejd" data-start="836" data-end="914">Why 30 June 2027 could be a critical date for investment property owners</li>
<li data-section-id="63b85k" data-start="915" data-end="1027">The difference between relying on a professional valuation versus the government's default CGT calculation</li>
<li data-section-id="1l3hrs0" data-start="1028" data-end="1101">Why some investors could pay significantly more tax without a valuation</li>
<li data-section-id="5cyhoi" data-start="1102" data-end="1187">A simple example showing how the two approaches may produce very different outcomes</li>
<li data-section-id="12ohokl" data-start="1188" data-end="1265">Why waiting until the last minute could create a rush for qualified valuers</li>
<li data-section-id="18ht78f" data-start="1266" data-end="1323">Practical steps to take now to help protect your wealth</li>
</ul>
Remember, this episode is general information only and is designed to help you understand an important upcoming change. Whether obtaining a professional valuation is appropriate for your circumstances is something you should discuss with your accountant or registered tax adviser.
If you know someone who owns an investment property, please share this episode with them. It could save them from an expensive mistake years down the track.
💡 If you want my help with your Budget or Money Mindset
Want more support on your financial journey? Here&rsquo;s how we can work together:
<ol>
<li><a href="https://courses.sugarmamma.tv/Signup">The SugarMamma Budget &amp; Cashflow Academy</a> Sick of living paycheque to paycheque or feeling overwhelmed by your money? This course includes aone-on-one appointment with me&nbsp;so I can personally help you. 👉&nbsp;<a href="https://courses.sugarmamma.tv/Signup">Enrol here</a></li>
</ol>
<ol>
<li><a href="https://www.sugarmamma.tv/online-courses/">Money Mindset &amp; Manifestation Mentorship</a> Join my program for ongoing support, clarity, and motivation around the way to show up and work on your financial goals and dreams, including attracting the life that you want. <a href="https://www.sugarmamma.tv/online-courses/">Get started here</a>.</li>
</ol>
📚 My Books
If you&rsquo;re ready to deepen your financial knowledge, check out my books:
<ul>
<li>Best Seller:<a href="https://amzn.to/3RV0Bnq">The $1000 Project</a></li>
<li>**Mindful Money](<a href="https://amzn.to/3RV0poc">https://amzn.to/3RV0poc</a>)</li>
<li>Motivated Money by Peter Thornhill(a huge inspiration for me):&nbsp;<a href="https://amzn.to/40rn2Vr">Read it here</a></li>
</ul>
(These are Amazon affiliate links to my own books.)
🌟 Stay Connected &amp; Inspired
<ul>
<li>Instagram:<a href="https://www.instagram.com/sugarmammatv">@SugarMammaTV</a>&nbsp;&mdash; money, budgeting, cashflow &amp; motivation</li>
<li>Instagram:<a href="https://www.instagram.com/cannacampbellofficial">@CannaCampbellofficial</a>&nbsp;&mdash; lifestyle, capsule wardrobe fashion, motherhood</li>
<li>Substack Quiet Wealth: <a href="https://substack.com/@sugarmammaquietwealth">https://substack.com/@sugarmammaquietwealth</a></li>
<li>Keynote speaking book via canna@sugarmamma.tv</li>
<li>TikTok:<a href="https://www.tiktok.com/@sugarmammatv">@SugarMammaTV</a></li>
<li>YouTube:<a href="https://www.youtube.com/c/SugarMamma">SugarMammaTV</a>&nbsp;&mdash; over 500 bite-sized videos with more than 12 million views!</li>
<li>Website:<a href="http://www.sugarmammatv.com/">SugarMammaTV.com</a></li>
<li>Don&rsquo;t forget my other podcast:How Do They Afford That?&nbsp;👉&nbsp;<a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235">Listen here</a></li>
</ul>
⚖️ General Advice Warning
While we discuss financial topics, everything shared here is&nbsp;general information only&nbsp;&mdash; never personal, product, or investment advice. Always:
<ul>
<li>Do your own research.</li>
<li>Weigh up the pros, cons, fees, caps, taxes, and risks.</li>
<li>Seek professional advice before making financial decisions.</li>
</ul>
📜 Financial Planning License Details
The information in this podcast does not take into account your personal circumstances, goals, or needs. Always read relevant Product Disclosure Statements before acquiring any financial product, and seek independent financial advice where appropriate.
Canna Campbell is an&nbsp;Authorised Representative and Financial Adviser&nbsp;of Links Licensee Services Pty Ltd (AFSL No. 700012 | ABN 97 678 975 589).
&nbsp;
Capital Gains Tax | CGT | Property Investors | Investment Property | Property Valuation | 30 June 2027 | Tax Planning | Australian Property | Capital Gains | Tax Changes | Wealth Protection | Property Tax | Financial Planning | Real Estate Investing | Australia

Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and be empowered by valuable advice from industry experts. So join me for the start of a bold and brilliant financial future and growing community. For immediate access to all my content follow @SugarMammaTV@CannaCampbellofficial xCC

SugarMamma’s Fireplay

The Property Tax Trap That Could Cost Investors $70,000?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/1db00530-a20b-43d7-b0c5-b4aa00031f05/transcript