Purchase Price (2017)
The Cost of Inaction: A Worked Example
Future Sale Price (2032)
*Includes 50% CGT discount applied to the pre-2027 gain portion and full tax on the post-2027 gain. Assumes 47% marginal rate (incl. 2% Medicare Levy). Straight-line assumes linear growth across the 15-year holding period. Example for illustrative purposes only. Actual outcomes depend on individual circumstances.
$1,000,000
$3,500,000
Result: Dynamic Tax Planning Impact
Potential tax saving at max marginal rate
Reduction in total net taxable income
~$78,000
~$167,000
ATO Default
Straight-Line Apportionment
2027 Baseline Value
Total Net Taxable Income*
$2,666,667
$1,666,667
CBRE Valuation
Illustrative Case Study
Total Net Taxable Income*
$3,000,000
$1,500,000
2027 Baseline Value
