Flowchart

Navigate Small Business CGT Concessions with Confidence


At SBCGT, we specialise exclusively in Small Business Capital Gains Tax (CGT) concessions.

We work closely with accountants to help their clients achieve the best outcomes, whether selling an active business asset, restructuring, or planning an exit strategy. We also support business owners directly, ensuring they understand their options and maximise the benefits of the concessions. Applied correctly, these concessions can significantly reduce, or even eliminate, the capital gains tax otherwise payable.

Our role is not to replace the trusted accountant–client relationship. Instead, we provide specialist technical expertise that makes a tangible difference, helping accountants and business owners alike navigate the complex rules and avoid costly mistakes.

If you or your clients are considering a business sale or restructure, reach out to us. Together, we can help secure the best result and give confidence that every eligible concession is being fully utilised.

Below is a flowchart our team has put together to guide you through the key eligibility steps and considerations when applying Small Business CGT concessions.

Staging marbletrees-bg

Frequently Asked Questions

What are the most common mistakes made when handling Small Business CGT concessions?
down

The biggest mistakes come from getting eligibility wrong. We frequently see errors with connected entities and affiliates, the Active Asset Test, the Maximum Net Asset Value Test, and even the CGT Small Business Entity Test. Any one of these can jeopardise your client’s access to the concessions, costing them hundreds of thousands (or even millions) in unnecessary tax. These rules are highly technical, and even small oversights can undo an otherwise solid strategy. That’s why specialist input is critical.

At SBCGT, we work with accountants to make sure your clients get the full benefit of the concessions, without falling into costly mistakes.

How does SBCGT work together with accountants for the best client results?
down

At SBCGT, we work alongside accountants as trusted specialists. You remain the primary adviser, while we bring deep expertise in the Small Business CGT concessions to ensure no opportunity is overlooked. Together, we deliver a seamless experience for your clients, helping them unlock the full tax benefits available at exit, while reinforcing your value as their go-to adviser.

Want to see how this works in practice? Visit our Testimonials page to read how other accountants have successfully partnered with us to deliver exceptional results for their clients.

Does SBCGT offer flexible engagement options for my clients?
down

Yes. You can choose between our Traditional fee structure or our Reduced No Risk fee structure. This flexible approach ensures your clients can access our specialist Small Business CGT expertise with reduced or even no financial risk, while giving you the confidence that they are receiving the best possible advice and outcomes for their business.

Curious about how to proceed? Get in contact now.

Need More Help?

Get in touch

Submit an Enquiry

Thank you for completing the form

Download