May 2026 Federal Budget — Major changes proposed for property investors
Negative gearing restrictions on established residential property, CGT discount replacement, and discretionary trust minimum tax are all proposed from 2027–2028. Land tax strategy is budget-proof. The exemptions and multi-state strategies in this course are unaffected by every single one of these proposals.
Land Tax Mastery
& Strategies for Property Investors
A comprehensive education program covering land tax across all 8 Australian states, ownership structures, legal exemptions, portfolio strategy and the post-2026 Budget investment environment — built for investors, accountants, financial planners and mortgage brokers who want to get this right.
and Her $436K Land Tax Mistake
If property investment is serious to you — this course is for you
Whether you own one investment property or a multi-state portfolio, this course gives you the framework to understand exactly what land tax is costing you, what you can legally do about it, and how to invest smarter from here.
Property Investors
You own investment property in one or more states and suspect land tax is costing you more than it should. You want a clear understanding of your position and your options.
Accountants & Financial Planners
Your clients ask you about land tax and portfolio structure. This course gives you the cross-state knowledge to advise with confidence and introduce a tool most advisers don't have.
Mortgage Brokers
You help clients structure their investments. Understanding land tax thresholds and structures makes you a more valuable partner in every property conversation.
Buyers Agents & Real Estate Professionals
Land tax is the holding cost most buyers never model. Understanding it makes every recommendation you give more credible and more complete.
Six modules — everything you need to know
Each module is broken into 5–20 minute video lessons, accompanied by a printable handout summary. Learn at your own pace and revisit any time.
Land Tax Fundamentals — All 8 States
- How land tax works and why it is the most misunderstood property cost in Australia
- State-by-state thresholds for individuals, companies, trusts and SMSFs — all 8 states including NT (no land tax)
- How aggregation works and why multi-state ownership is a legitimate land tax strategy
- Foreign owner surcharges — who they apply to, which states, and common misunderstandings
- How land tax is assessed, when it falls due, and penalties for non-compliance
Stamp Duty Strategy
- Stamp duty rates across all states for investors, owner-occupiers and first home buyers
- First home buyer concessions and thresholds — state by state
- Rural and regional concessions including VIC rural property
- SA commercial property — stamp duty abolished on commercial transfers
- How to accurately calculate total entry costs before committing to any purchase
Land Tax Exemptions
- Principal place of residence exemption — the most valuable tax exemption in the Australian system
- The 6-year rule — how it works, when it applies, and post-budget interactions
- Victorian rooming house — 100% land tax exemption, how to qualify and maintain it
- SDA/NDIS accommodation exemptions — eligibility and application
- Primary production, charitable and other exemptions across all states
Portfolio Review & Strategy
- How to review an existing portfolio for land tax aggregation problems
- Identifying restructuring opportunities — which properties to hold, which to sell
- Multi-state diversification as a land tax strategy — accessing each state threshold separately
- The 5-year portfolio planning framework
- Using the Land Tax Aggregation Calculator and Portfolio Profiler to model your position
Ownership Structures
- Individual ownership — thresholds, aggregation rules, CGT treatment
- Company ownership — land tax position, CGT implications, appropriate use cases
- Discretionary trust — land tax treatment, 2026 Budget 30% minimum income tax proposal
- SMSF — land tax position, 10% effective CGT in accumulation, 0% in pension phase, LRBA borrowing, commercial lease-back to own business
- How to choose the right structure — and why it cannot be changed cheaply once established
Property Selection & Investment Strategy
- High-yield property that does not depend on negative gearing to deliver a return
- Infrastructure-driven suburb selection — hospitals, universities, transport corridors
- National buyers advocacy — multi-state purchasing to optimise land tax and yield
- High-yield asset classes: commercial NNN, dual-income residential, rooming houses, regional QLD, Darwin and NT
- New builds versus established — negative gearing treatment, CGT discount, budget implications
Post-2026 Budget Analysis Included at no extra cost
- What the May 2026 Federal Budget actually proposed — and what is law vs not yet law
- Negative gearing restrictions — which properties are affected, which are grandfathered
- CGT discount replacement — 30% minimum tax, who it applies to, the new build exemption
- Discretionary trust 30% minimum income tax — proposed from 2028, what it means for existing structures
- The New Zealand precedent — what was reversed, what wasn't, and what that tells us about Australia
- Strategies that perform regardless of whether the proposals become law
Everything you need — in one package
28+ Video Modules
5–20 minutes each. Watch at your own pace, on any device. Revisit any time.
Module Handouts
Printable reference summaries for every module — your permanent reference library.
6 Professional Calculators
Available 7 days after enrolment. Professional-grade tools worth over $6,000.
Post-Budget Bonus Content
Full analysis of all 2026 Budget proposals and their impact on your strategy.
Lifetime Access + Updates
Land tax law changes. You get every update automatically, forever.
7-Day Guarantee
If you don't find value in the first 7 days, full refund. No questions asked.
Complete Package Includes:
Why the timing matters more than ever
The May 2026 Federal Budget has introduced the most significant proposed changes to property investment taxation in decades. Negative gearing is proposed to be restricted on established residential properties purchased after 12 May 2026 from 1 July 2027. The 50% CGT discount is proposed to be replaced with a 30% minimum tax from the same date. Discretionary trust income is proposed to be subject to a 30% minimum tax from 1 July 2028.
These are proposals, not yet law. But investors who understand their current land tax position, their portfolio structure, and the strategies that work regardless of what happens to these proposals are better positioned than those waiting to see what happens.
Two ways to get into the course
Complete the Strategic Investment Fact Finder to receive your personalised discount code. Fill-in the fact finder and follow the prompts to send it to us for your discount code to be sent to you. Or go straight to the course page to view full details and enrol.
7-day money-back guarantee · Lifetime access including all updates · Calculators available 7 days after enrolment
