Realtyex Education · Investor Brief · 2026
Step 02 · The 2026 Inflection

The strategy
split in two.

For decades, 83% of Australian investors bought established. The 2026 federal budget made that the wrong answer overnight. Below: two properties, same $750,000 price, same suburb, same rent — one new, one established — and exactly what the tax code now does to each.

Pre-2026 · Both worked for investors
Established
New build
2026 Budget ↓
Established✗ salary offset · ✗ CGT choice
New build✓ neg gearing · ✓ CGT choice
The dilemma you brought

You've got $750k. Your parents bought established and made $1M. Your accountant says new build for depreciation. The 2026 federal budget changed which path keeps the tax shelters — and which one loses them. Three voices, one decision. Here's the structural answer.

In 10 seconds

The middle ground is dead.

Established

Bought after 12 May 2026: losses are quarantined — no offset against your salary, refunds deferred for years. At sale, locked into CPI indexation with a 30% minimum tax. No depreciation to speak of.

New build

Full negative gearing against salary preserved. ~$14k Year-1 depreciation. Duty on land only ($11.7k vs $26.8k). At sale, your choice of the 50% discount or indexation. The only investor lane the budget kept open.

On the identical $750,000 purchase, the new build costs $230 a week less to hold after tax — about $12,000 a year — and finishes 10 years ~$77k to ~$167k ahead depending on how the final legislation treats carried-forward losses. Same price, same street, same rent. The gap is purely the tax code. The rest of this page is the math. Policy basis: Federal Budget 2026–27 housing tax measures (Treasury, May 2026) — sourced in full at the objection section below.
Same suburb · Same spec

$750,000 vs $750,000. Same money. Two tax codes.

Logan corridor, QLD. Same beds, same baths, same garage — we even give both the same $670/wk rent, so the only thing left to compare is what the rules do to your money.

Established
4 Bed · 2 Bath · 2 Car
Logan corridor QLD · 1986 brick veneer · 600m² lot
$750,000
Purchase · sold via agent
Stamp duty (QLD investor)$26,775
Weekly rent$670
Year-1 depreciation$0
Loss vs your salaryQuarantined
CGT at saleIndexation · 30% min
After-tax holding cost$368/wk
Pre-1987 build: capital-works deductions exhausted. Second-hand plant & equipment: not claimable since 2017. Losses can no longer touch your salary — they queue up as carry-forwards. Every shelter, gone.
New build · wholesale
4 Bed · 2 Bath · 2 Car
Logan corridor QLD · turnkey wholesale · land $380k + build $370k
$750,000
Full turnkey · contractually fixed
Stamp duty (land only)$11,725
Weekly rent$670
Year-1 depreciation~$14,000
Loss vs your salaryFully deductible
CGT at saleYour choice of method
After-tax holding cost$138/wk
Duty on land only. Full Div 43 + Div 40 depreciation. Losses offset your salary this year, not next decade. 2.7m+ ceilings + ducted AC. 6-year structural warranty. Every shelter, kept.
The same $750,000 splits at three moments

Day one. Every week. At exit.

01 · Day one — stamp duty

Established pays duty on the full $750k: $26,775. New pays duty on the land only: $11,725. That's $15,050 kept before you collect a dollar of rent.

02 · Every week — after-tax cashflow

Same rent, same loan. New holds at $138/wk after the depreciation refund lands against your salary. Established holds at $368/wk — no depreciation, refund quarantined. $230/wk · ~$12,000 a year.

03 · At exit — CGT. Sell in 10 years and the established seller is locked into the new indexation method with a 30% minimum tax on the real gain — illustratively ~$123,000 of CGT on a 5% p.a. growth path. The new-build seller chooses whichever method taxes less — the 50% discount in that scenario: ~$110,800. The choice is the asset: whatever inflation does, new picks the winning method; established can't.
The live proof · real client · bank-verified

We don't have to imagine it. We already own it.

A Realtyex client — allied health professional, first property — signed a wholesale new build in the Logan corridor in January 2025 at $708,017 (land $365,500 + build $342,517). In July 2026, St George valued it at $1,000,000. That's +$292,000 in 18 months, on a bank's own number. Here's what the tax code did — and what it does next if she sells.

What buying new has already banked

Same property, two tax codes: her actual new-build treatment vs the identical house bought as established stock after Budget night.

Already locked in If bought established Her new build (actual)
Stamp duty paid (QLD investor) - $24,886 on the full price - $11,218 on the land only
Year-1 depreciation $0 ~$13,000 · refunded against her salary
Bank-verified equity, 18 months + $292,000 + $292,000

Now imagine the sale — year 5, year 10

Forward growth 5% pa from the $1.0M valuation · CPI 2.5% · gain taxed at the 47% top marginal rate. She picks whichever CGT method taxes less; the established buyer can't.

Sell at… Year 5 (2030) Year 10 (2035)
Property value ~$1,186,000 ~$1,514,000
Gain on the $708k contract ~$478,000 ~$806,000
Her CGT — new build, chooses the 50% discount ~$112,000 ~$189,000
Established twin — locked into indexation + 30% floor ~$181,000 ~$286,000
Extra tax for losing the choice ~$69,000 ~$96,000

Why indexation fails a well-bought property: her value is compounding at roughly three times CPI — because the wholesale entry and the build-margin uplift ran ahead of inflation from day one. Indexation only shelters the inflation part of a gain. The 50% discount shelters half of everything. So the better the deal, the bigger the penalty for the buyer who lost the choice — the further ahead your property runs, the more the discount is worth. Buy well and buy new, and the tax code compounds with you instead of against you.

Real purchase and valuation figures (contract Jan 2025; St George bank valuation Jul 2026); client anonymised. Sale scenarios are illustrative projections — 5% pa growth from the July 2026 valuation, 2.5% CPI, 47% top marginal rate on the gain, cost base = contract price for simplicity (buying costs would reduce both sides equally); past performance is not a reliable indicator of future performance. "Established twin" = the identical property bought as established stock after 12 May 2026 at the same price on the same growth path. Note: having bought before Budget night, this client is grandfathered under transitional rules regardless — and as a new-build buyer she keeps the choice of CGT method either way. A new-build buyer signing today keeps that same choice. Depreciation indicative (Div 43 on the $342,517 build + Div 40 plant, QS schedule). Not tax advice — your accountant models your circumstances.

Where the gap lives

Six levers. One outcome.

Each card below quantifies one driver of the gap between the two $750,000 deals — and links to the deeper page on the underlying mechanic.

01
Depreciation
Established · Yr 1
$0
Pre-1987 build · no second-hand plant.
New build · Yr 1
~$14,000
Full 2.5% Div 43 + Div 40 plant.
Depreciation is a paper expense — it doesn't come out of your bank account, but the ATO refunds you tax on it. The new build claims 2.5% of the $370k construction cost every year for 40 years (Div 43) plus the brand-new fixtures (Div 40) — ~$14,000 in year one. The 1986 established home claims nothing: its capital-works allowance is exhausted, and second-hand plant & equipment hasn't been claimable for any buyer since 2017. Even a 2005-built home only claims the leftover fraction — and still zero on the plant. Over 10 years the gap is roughly $120k of deductible expense — at a 32% marginal rate, ~$38k of cash refunds the new build collects that the established never sees.
Read the depreciation deep-dive
02
Stamp duty
Established
$26,775
Full $750k · QLD investor.
New build
$11,725
$380k land only · build is a contract.
Established homes attract stamp duty on the full purchase price. New builds attract stamp duty on the land only — because the build is a construction contract, not a property transfer. On the $750k pair, that's $15,050 the established buyer pays at settlement that the new-build buyer doesn't — over five months of rent, gone before day one.
Read the stamp duty deep-dive
03
Maintenance & capex
Established · Yr 1–5
$2,500/yr
+ ~$20k of capex events.
New build · Yr 1–5
$500/yr
Under builder + structural warranty.
A 40-year-old home is on borrowed time for the big-ticket items: hot water system ($2k), roof restoration ($8–12k), HVAC replacement ($6k), kitchen refresh ($15k+), wet area waterproofing failures. A new build is under builder warranty (6 years structural in QLD) with everything brand new. Ten-year gap on the $750k pair: roughly $30k of out-of-pocket routine + capex. The big-ticket items aren't even deductible up front — they're added to the cost base and you wait until sale.
Read the maintenance deep-dive
04
Post-tax weekly cashflow
Established · post-tax
-$368/wk
Loss quarantined — no salary offset.
New build · post-tax
-$138/wk
After depreciation refund.
Pre-tax cashflow is a vanity metric — the only number that matters is what comes out of your bank account each week to hold the asset. On a $125k income (32% marginal incl. Medicare), the new build holds at roughly $138/week post-tax — its $31k paper loss refunds ~$10k against your salary every year. The established holds at $368/week: same loan, same rent, but the loss is quarantined and the refund is deferred, maybe for a decade. That's $230/wk × 52 = ~$12,000 a year of real cash difference on the identical purchase price.
Run your own cashflow model
05
Resale buyer pool
Established · at exit
50yo · dated
Original kitchen vs the family buyer.
New build · at exit
10yo · owner-occ spec
2.7m+ ceilings · ducted AC · warranty era.
Here's the part almost nobody prices in: when you sell in 10 years, your property is established stock to the next buyer too — the investor tax shelters don't transfer. Post-budget, every resale auction is an owner-occupier auction, on both sides of this page. That's exactly why the spec matters at purchase: we deliberately value-engineer the inclusions owner-occupiers pay emotionally for — 2.7m+ high ceilings, ducted air conditioning, stone benchtops, 7-star energy rating. At exit it's a 10-year-old home with the features the family buyer wants, against a 50-year-old brick veneer with the original kitchen — competing for the same buyer. Same auction room; only one of them was built for it.
Read the resale impact deep-dive
06
Procurement — wholesale vs retail
Established
Retail only
Agent + portal + commission.
New build
Wholesale
Channel rate · fixed turnkey.
The new-build advantage only works if you procure correctly. The investor surge into new is creating a parallel wave of retail traps — "from $X" ads, undisclosed site costs, no fixed-price guarantee, build escalation risk dumped on the buyer. Wholesale isn't a discount — it's the version of the deal where site costs, build price, builder insurance and variation policy are contractually fixed before signing. Same lot, same builder, same spec — $60–$130k cheaper than retail.
Retail vs wholesale — the deep dive
The honest objection

"Land grows. Buildings depreciate. Buy established."

The classic Australian property orthodoxy. Pre-2026 it was correct. Post-2026 the budget split which path gets the tax shelters. Same logic, materially different outcome.

What 83% of investors did
Established. Every time.

Land appreciates, buildings depreciate — so buy land. 83% of Australian property investors bought established for 30 years on this logic. Your uncle made $400k on a Bendigo weatherboard. Your parents' Western Sydney home tripled.

Pre-2026, the math worked: established negative-geared for the cashflow buffer, 50% CGT discount on the gain at exit. The orthodoxy was earned.

Sources: ABS Investor Housing Finance, Tax Office Investor Profile data 2024, RBA Statement of Monetary Policy. Tax-treatment changes: Federal Budget 2026–27 housing tax measures (Treasury, 12 May 2026, effective 1 Jul 2027) — for established purchases after Budget night, losses are quarantined to residential-property income and the 50% CGT discount is replaced by CPI cost-base indexation with a 30% minimum tax on real gains; new dwellings retain full negative gearing and the choice of either CGT method. Assets held before 7:30pm AEST 12 May 2026 are grandfathered, and gains realised before 1 Jul 2027 keep the discount. Confirm current legislation status with your accountant.
What changed in 2026
Same logic. Different rules.

The 2026 federal budget kept full negative gearing — and the choice of CGT method — on new builds only. Buy established now and your losses are quarantined away from your salary, and your exit is locked into indexation with a 30% minimum tax. (Already own established from before Budget night? You're grandfathered — this page is about your next purchase.)

Same $750k, same suburb, same rent — but the post-tax cashflow on established now runs $230/week worse. At sale, the established seller pays ~$12k more CGT on the same gain and never gets the choice of method. Over 10 years the identical purchase diverges by ~$77k–$167k.

The orthodoxy didn't die. It just got rewritten. New build is the new "land + tax shelters" play. Same logic, the only path it still works on.

10-year outcome

Total it up. Up to $167k apart — on the identical price.

Both bought at $750,000. Both rented at $670/wk. Both growing at the same 5% pa — so growth cancels out, and everything left in the gap is pure tax code and holding cost. $125k investor income, 32% marginal rate.

The 10-year ledger

All figures in 2026 dollars. Negative numbers are out-of-pocket cost.

Lever Established New build
Purchase price $750,000 $750,000
Stamp duty at settlement (QLD investor) - $26,775 - $11,725
After-tax holding cost (10yr, incl. routine maintenance) - $191,380 - $71,740
Big-ticket capex events (roof, HWS, HVAC — established only) - $20,000 $0
Capital growth (5% pa, 10yr — same for both) + $471,700 + $471,700
CGT method at sale Indexation · 30% minimum (no choice) Your choice — discount or indexation
CGT on sale (illustrative, top marginal) - $123,000 - $110,800
10-year wealth outcome (after tax) $110,545 $277,435

Illustrative, deliberately conservative. Both properties: $750,000 purchase, $670/wk rent (2% vacancy), 90% LVR ($675,000) at 6.20% interest-only held flat, 8% property management, $4,500 rates + water, $1,700 insurance, maintenance $500/yr new (warranty) vs $2,500/yr established, Year-1 dollars held flat for 10 years (ignores rent growth, which improves both). Depreciation: new ~$14,000 Yr 1 (Div 43 on $370k build + Div 40 plant, indicative QS range) vs $0 established (pre-1987 build; second-hand plant not claimable since 2017). Income $125k PAYG, 32% marginal incl. Medicare. Stamp duty from the Realtyex duty engine, QLD investor rates. CGT on a year-10 sale at 5% pa growth, 2.5% CPI, 47% top marginal on the gain: established = indexed cost base, 30% minimum tax, no choice; new = chooses the 50% discount here (and would simply choose indexation instead if inflation ran higher). Quarantine sensitivity: the established buyer's ~$191k of carried-forward losses aren't destroyed — subject to the final legislation they may offset future property income or the eventual gain; in the best case for established, the 10-year gap narrows from ~$167k to ~$77k — still five figures behind on the identical house. Sale costs not modelled — equivalent on both sides. Run your own numbers in the strategy session model →

Make the gap work for you

The gap is structural.
Don't carry the wrong side of it.

Book a 30-minute strategy call. We'll plug your real income, savings and tax bracket into the same model above — and show you what a wholesale new build looks like in your numbers.

Keep reading
Retail vs wholesale → Greenfield vs regional → Melbourne metro vs regional QLD → The research →