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CGT Small Business Concessions: Who Qualifies and What You Get

Learn how small business owners in Australia can reduce or defer their capital gains tax when selling business assets.

This scheme offers tax relief to individuals and companies when they sell assets related to their business.

Who it's for

This is designed for small business owners who are selling business assets.

What you get

You may be able to access a reduction or a deferral of your capital gains tax (CGT) on the sale of your business assets.

What it costs you

To qualify, you must pass complex eligibility tests, such as a test regarding the total net value of your assets. You will likely need to provide detailed financial documentation to prove you meet these requirements.

The catch to know

The most significant benefit is a 15-year exemption, which can remove the tax entirely, but it is the most difficult set of rules to satisfy.

How to apply

  1. Determine if your business assets meet the specific eligibility criteria.
  2. Calculate your net asset value to see if you fall under the required threshold.
  3. Consult with a tax professional to ensure you apply the correct concession for your situation.
  4. Report the sale and any applied concessions on your tax return.