Selling property or shares through a trust? Understanding the capital gains tax implications before selling can help you make informed decisions.

Eligible trusts may access the 50% CGT discount on qualifying assets held for at least 12 months. However, the final tax outcome depends on several factors, including beneficiary eligibility, residency, capital losses and how gains are distributed.

Trustees should review ownership records, the trust deed and distribution arrangements before assuming the discount applies. Planning ahead can help identify issues and support accurate reporting.

Explore our recently published blog post  50% CGT discount for trusts to understand eligibility, exclusions and considerations before your next asset sale. Get advice tailored to your trust’s circumstances.