Winners and Losers from the 2026 Australian Federal Budget

The Budget directs more support toward workers, first-home buyers, small businesses, healthcare, aged care, and regional communities. At the same time, it reduces tax advantages for established property investors, discretionary trust users, foreign property buyers, and some private health insurance members. The overall focus is on housing supply, services, and economic productivity.

Introduction

The 2026–27 Federal Budget introduces some of the biggest tax and policy changes seen in recent years. The Government says the goal is to improve housing affordability, strengthen essential services, support workers, and encourage investment in areas that boost economic growth.

To fund these priorities, several existing tax concessions and incentives are being reduced or redirected. So, who comes out ahead, and who could be worse off?

Winners from the 2026 Federal Budget

Working Australians

Workers are among the biggest beneficiaries of the Budget. From 1 July 2027, eligible taxpayers will receive the new Working Australians Tax Offset (WATO), worth up to $250 per year. The Government says this will effectively lift the tax-free threshold to almost $20,000 for many taxpayers.

Workers will also benefit from a new $1,000 instant deduction for work-related expenses from the 2026–27 financial year. Eligible taxpayers will be able to claim the deduction without keeping receipts.

First-Home Buyers

The Budget contains several measures aimed at reducing competition from investors and helping more Australians buy a home.

Key initiatives include:

  • Changes to negative gearing and capital gains tax concessions for future investors

  • Continued access to the 5% Deposit Scheme

  • Ongoing support through the Help to Buy shared-equity program

  • Funding arrangements designed to support the delivery of 100,000 new homes

The Government estimates these measures could help an additional 75,000 Australians become owner-occupiers over the next decade.

Small Businesses and Start-Ups

Small business owners receive greater certainty under the Budget.

Measures include:

These changes may improve cash flow and make it easier for businesses to invest in equipment, technology, and growth.

Retirees Receiving Public Support

Several Budget measures provide additional support for retirees.

These include:

The Government is also investing heavily in aged care infrastructure and workforce improvements.

Women and Care Workers

The Budget continues funding for pay increases across aged care and childcare.

Additional support includes:

  • Women's health initiatives

  • Funding for cervical cancer treatments and prevention programs

  • Improvements to the Child Support Scheme

  • Ongoing support for sectors where women make up the majority of the workforce

Regional Communities

Regional Australia receives funding for housing-enabling infrastructure.

A new $2 billion Local Infrastructure Fund will help deliver:

  • Water infrastructure

  • Roads

  • Sewerage connections

  • Power services

The Government expects this funding to help unlock up to 65,000 new homes in growing regional areas.

Losers from the 2026 Federal Budget

Investors Buying Established Residential Property

The Budget substantially changes the tax treatment of established residential investment properties purchased after 12 May 2026.

From 1 July 2027:

  • Rental losses on these properties can no longer be deducted against salary or business income

  • Losses can only be offset against property income or future capital gains

This reduces one of the key tax advantages that previously supported negatively geared property investment.

Importantly, existing property owners remain grandfathered under the current rules.

Users of Discretionary Trusts

Families and business owners who use discretionary trusts for income distribution may face higher tax outcomes.

From 1 July 2028:

  • A 30% minimum tax will apply to discretionary trust income

  • The tax will be paid by the trustee

  • Income-splitting strategies that produce tax rates below 30% will largely disappear

The Government has provided a three-year restructuring window from July 2027 to help trust owners review their options.

Older Australians Receiving Higher Private Health Insurance Rebates

From 1 April 2027, the age-based uplift for the Private Health Insurance Rebate will be removed.

As a result:

  • Some retirees may pay more for private health cover

  • Older Australians will receive the same rebate structure as younger policyholders

‍The Government expects savings from this change to be redirected into aged care services.‍ ‍

Consultants and Government Contractors

The Federal Government plans to reduce spending on external consultants, contractors, travel, and other non-wage expenses.

Budget papers forecast billions of dollars in savings from these measures over coming years.

Businesses that rely heavily on government consulting contracts may face reduced opportunities.

Large Clean Energy Programs

Several clean energy initiatives have had uncommitted funding reduced or redirected.

Programs affected include:

  • Battery manufacturing initiatives

  • Hydrogen industry programs

  • Solar industry support measures

While funding remains available in some areas, the overall allocation has been reduced compared with previous plans.

Foreign Buyers of Established Homes

The existing ban on foreign purchases of established residential property has been extended until 30 June 2029.

The Government says this is intended to keep more housing stock available for Australian buyers.

NDIS Participants

The Budget includes further reforms designed to slow growth in NDIS costs.

These measures include:

  • Tighter eligibility assessments

  • Standardised assessment processes

  • Changes to some support budgets

While the Government says these reforms are designed to improve long-term sustainability, some participants may experience less flexibility than under previous arrangements.

Final Thoughts

The Budget does not affect everyone equally. A worker may benefit from new tax offsets and deductions. A retiree may receive cheaper healthcare and aged care support. A first-home buyer may face less competition from investors. At the same time, property investors, trust users, and some retirees may need to rethink existing strategies.

The key question is not whether the Budget has winners and losers. It is whether the changes create opportunities or risks for your personal circumstances.

The 2026 Budget introduces changes that could affect your tax position, investment strategy, retirement plans, business structure, and estate planning arrangements over the next few years.

If you would like advice for your situation, book a free 15-minute call with James Hayes. He can help you understand how the proposed reforms may affect your finances and identify steps to take before the new rules commence.

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Regional Property Investment Opportunities After the 2026 Budget