Byrz

Side-by-side comparison

Sell before 1 July 2027 vs hold longer - what changes

The proposed 2027 reform splits capital gains at 1 July 2027. Gains accrued before that date retain current law (the 50% CGT discount for individuals on long-term gains). Gains accrued after lose the discount: indexed real gain only, with a 30% minimum tax floor. That mechanic has triggered the “should I sell now?” question across thousands of Australian property investors.

The sample property

$1.6M established Sydney residential property, $1.2M IO loan at 6.5%, $72,800 gross rent, joint personal ownership, settled September 2026. We compare two exit strategies for the same property.

Two exits, same property

OutcomeSell 30 Jun 2027Hold to Jul 2032
Hold period~9 months~6 years
Sale price~$1.66M$2,122,354
Cost base + selling costs~$1.73M~$1.75M
CGT paid~$0$67,184
Cashflow drag during hold~$15–20k$196,788
Quarantined losses unused at sale$0~$180,000
Net cash to owner~$380k$702,547

The dollars favour holding

The longer hold delivers ~$320k more net cash. The CGT cost ($67k) is a fraction of the capital growth captured (~$420k). Loss of the salary offset under the negative-gearing restriction bites the cashflow but doesn't change the property's underlying growth.

The risks favour selling earlier

The hold scenario carries three things the sell scenario avoids:

  1. Cashflow risk. $196,788 over six years is ~$33k a year of out-of-pocket carry - after-tax money, because the salary offset that used to cushion it is restricted from 2027-28. An investor who funds that from savings or income needs to be confident through the hold.
  2. Interest-rate risk. The numbers assume 6.5% held constant. A 1% shock on a $1.2M loan adds ~$12k/year of interest. Across six years that's ~$72k of additional drag. Byrz's stress-test section models this explicitly.
  3. Opportunity cost. Selling early frees ~$380k (less transaction costs) to redeploy. If that redeployment outperforms the property's growth plus the lost cashflow drag, the early sale wins on a portfolio basis.

What the comparison doesn't capture

Two further considerations that don't fit cleanly in a table:

The right framing

“Should I sell before 1 July 2027?” is the wrong framing. The CGT split is a mechanical event that changes what you keep, not when you should sell. The right question is:

Given this property's expected growth, cashflow drag and tax treatment under both regimes, does holding it produce a better risk-adjusted return than selling and redeploying the equity elsewhere?

That answer depends on your specific property, your hold capacity, and what you'd do with the redeployed equity. Byrz's hold vs sell timing section models the property at multiple horizons (4 / 6 / 8 / 11 years) and shows after-tax IRR for each, so the trade-off surfaces in one row.

See the full worked example in our sell-before-2027 explainer, or run it on your own property with a $49 Byrz report.