Capital Gains Tax on Block of Units Sales: Simon Abbott’s 2026 Owner Guide

Selling a block of units can have major capital gains tax (CGT) ramifications. Simon Abbott breaks down key CGT issues for Victorian owners considering a sale in 2026, with practical scenarios.

Topics:

• Individual vs company/entity ownership (how CGT applies)
• 50% CGT discount eligibility
• Managing CGT when selling blocks in multiple contracts
• Pro-rata calculations for mixed use, partial disposals
• ATO record-keeping traps Simon has seen cost sellers dearly

Scenario: Two brothers sold an 8-unit block; changing from joint to company ownership meant no 50% discount and triggered unexpected CGT. Simon’s advice: always seek pre-sale tax structuring.

For specific CGT scenarios and strategies, ask Simon’s network.

Request tax-smart block sale advice from Simon Abbott at Collings.