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Federal Budget Analysis

What the proposed reforms mean for clients, high network investors and families.

The 2026–27 Federal Budget introduces a broad range of proposed tax and wealth reforms that may materially reshape how high-net-worth Australians structure, preserve and transfer wealth over the coming decades. While many of the announcements have generated immediate headlines, the greater challenge for investors is understanding what is legislated, what remains proposed, and where strategic planning opportunities may emerge.

Andrew Hewison, Glenn Fairbairn and Chris Morcom came together to provide a measured analysis of the Federal Budget and the practical implications for investors, business owners and multi-generational families. Rather than simply revisiting the announcements themselves, this discussion focuses on what the reforms may mean in practice, the strategic considerations investors should begin preparing for now, and the longer-term implications for wealth preservation and structuring.

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