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Budget 2026 Just Landed. Here Is What Actually Matters for Australian Small Businesses.

The R&D tax incentive cap has been raised to $200 million, and the refundable offset eligibility threshold has been lifted to $50 million turnover. Growing companies keep access to the refundable offset for longer before they are forced onto the non-refundable version.

Filip Ivanković··3 min read
3 min read

The 2026-27 Federal Budget dropped last night and the headline for small businesses is straightforward. The $20,000 instant asset write-off is now permanent. No more annual renewals, no more uncertainty about whether it will be extended. That alone saves small businesses around $32 million per year in compliance costs.

But the bigger moves are in the tax reform package. Companies with aggregated annual turnover under $1 billion can now carry back a tax loss and offset it against tax paid up to two years earlier. That is a cash flow lifeline for businesses that had a strong year followed by a difficult one. Treasury estimates this will benefit up to 85,000 companies, mostly small businesses.

For startups specifically, there is a new refundable tax offset. If your business has turnover under $10 million and generates a loss in its first two years, you accrue a refundable offset limited to the value of FBT and withholding tax on wages paid to Australian employees. Translation: the government will partially reimburse you for employing Australians during your loss-making startup phase.

85,000

Australian companies expected to benefit from the revived loss carry-back scheme

Venture capital tax incentives are also being expanded from July 2027 to align with modern company valuations. The details are still thin, but the intent is to unlock greater access to capital for startups and high-growth businesses.

Other notable items: a new $250 tax offset for working Australians, a 30% minimum tax rate for discretionary trusts, and the 50% capital gains tax discount has been scrapped while SME concessions remain in place. That last point is significant for business owners planning exits or asset sales.

Why it matters

The permanent instant asset write-off is the change with the widest impact. Every small business in Australia that buys equipment, vehicles, technology or tools under $20,000 benefits. The certainty alone is worth something. No more end-of-financial-year scrambles to make purchases before the write-off expires.

The loss carry-back scheme is particularly relevant for businesses in cyclical industries or those making large investments. If you spent heavily on marketing infrastructure, technology or hiring in the last financial year and expect a tighter year ahead, the ability to carry that loss back against prior profits changes your cash position.

The R&D changes matter for any business building proprietary technology or products. The higher cap and extended eligibility for the refundable offset mean more companies can fund innovation without waiting years for the tax benefit.

What to do about it

Talk to your accountant about the loss carry-back scheme before the end of this financial year. Understanding the timing could affect decisions you make in the next six weeks.
If you have been deferring equipment or technology purchases, the permanent write-off removes the urgency around EOFY timing. You can buy when you need to, not when the tax incentive is about to expire.
Review your R&D tax incentive claims with the higher $200M cap in mind. If you were bumping against the old ceiling, the expansion changes your eligible claim.
If you are raising capital, the expanded VC incentives from July 2027 may affect investor appetite. Worth factoring into your timeline.
Check the capital gains tax changes carefully if you are planning a business sale or asset disposal. The removal of the 50% discount with retained SME concessions creates a new calculation.
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Filip Ivanković
Filip IvankovićFounder, New Rebellion

10+ years leading performance marketing across agencies and in-house teams in Australia. Writes about the gap between marketing activity and commercial outcomes, and what it takes to close it.

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