Capital Gains Tax Discount: Impact on Housing Availability for First Home Buyers

Explore how varying Australia's 50% CGT discount and negative gearing policy affects dwelling prices, deposit requirements, stamp duty, mortgage costs, and first home buyer market share. Model calibrated to published estimates from Australian Treasury, Grattan Institute, e61 Institute, and academic research.

50%
Enabled (current policy)
6.4%
$0K
$40K
20%
306K
2.5
10 yrs
3.0%
Your Situation Today
Current Dwelling Price
$0
Australia (National)
Total Upfront (Deposit + Stamp Duty)
$0
Monthly Mortgage
$0/mo
Income needed: $0
Years to Save Deposit
0
What Drives Prices
Derived Price Growth
Income + supply gap premium
Annual Supply Gap
0/yr
Demand minus construction
Migration Dwelling Demand
0/yr
NOM 306K ÷ 2.5 ppd
Reform Impact
Price Change Central
0%
Deposit Saving
$0
Budget Revenue Change
$0B
Annual additional revenue
FHB Market Share Change
+0pp
Your Housing Future
Price in 2036
$0
Without reform
$0
With reform
Price Saving by 2036
$0
0% lower
Year You Can Buy
Without reform
With reform
Price-to-Income Ratio
0
Without reform
0
With reform

Price Trajectories Projected

Dwelling price paths under current policy vs your selected reform. Prices are driven by income growth and the supply-demand gap. Reform effects phase in over 5 years.

When Can You Buy? Deposit Race

Your cumulative savings vs the deposit required under each scenario. The crossover point is the year you can afford a deposit.

Housing Stock Balance

Cumulative dwelling demand vs construction, showing how the supply gap compounds over time under each scenario.

Detailed Analysis

Housing Price Impact by City with confidence range

Central estimate with upper/lower bounds showing the range between conservative (Grattan) and upper (Treasury) estimates. Cities with higher investor concentrations see larger effects.

First Home Buyer Affordability

Deposit, stamp duty, and total upfront costs across the CGT discount range. Includes state-specific stamp duty with FHB exemptions.

Lending Market Share

Estimated shift in the share of new housing lending between first home buyers, investors, and other owner-occupiers.

Budget Revenue Impact

Additional annual government revenue from reducing the CGT discount, with and without negative gearing reform.

Supply-Side Impact Grattan est.

Estimated effect on new housing construction and median rents. At 25% discount, Grattan estimates ~2,000 fewer homes/year and <$1/week rent increase.

Overview

This model estimates the impact of changes to Australia's capital gains tax (CGT) discount on housing prices, first home buyer affordability, and government revenue. It uses piecewise linear interpolation between published estimates from multiple independent Australian research institutions, with confidence bands showing the range of estimates.

Unified Supply-Gap Framework

Both the static snapshot and time-series projection use the same price model. Price growth is derived from two fundamentals:

price_growth = income_growth + (annual_supply_gap / dwelling_stock) × 8.5

  • Income growth (adjustable, default 3.0% p.a.) is the equilibrium anchor — in a market where supply meets demand, house prices track incomes over the long run.
  • Supply gap premium captures the structural undersupply. The annual gap between dwelling demand and construction, expressed as a share of total housing stock, is multiplied by a calibration factor of 8.5 to produce the excess price growth above income growth.

Calibration: At current conditions (demand ~223K, construction ~177K, gap = 46K, stock = 11.45M), the formula yields: 3.0% + (46K ÷ 11.45M) × 8.5 = 3.0% + 3.4% = 6.4% p.a. — consistent with long-run Australian dwelling price growth of ~6–7% p.a.

Migration, household size, and construction capacity all feed into price growth automatically. Increasing NOM widens the gap and accelerates prices; reducing it narrows or reverses the gap.

Confidence Bands

All price impact estimates are presented with three scenarios reflecting the range of published research:

ScenarioBasisScaling
Lower bound (conservative)Grattan-aligned: <1% at 25% discount0.6× central
Central estimateMidpoint of published estimates1.0×
Upper boundTreasury-aligned: 4.5% combined max1.4× central

CGT Discount Mechanism

The CGT discount allows individuals and trusts to reduce their taxable capital gain by 50% for assets held longer than 12 months. Introduced on 21 September 1999, it replaced the previous cost-base indexation method. The effective tax rate on capital gains is: effective_rate = marginal_rate × (1 - discount%).

Non-Linear CGT × Negative Gearing Interaction

The model uses a multiplicative interaction between CGT and negative gearing. When the CGT discount is high (50%), investors rely heavily on negative gearing to fund holding costs while waiting for tax-advantaged capital gains. Removing NG at full CGT discount has maximum effect. When CGT discount is already reduced, capital gains strategies are less attractive, so removing NG has a smaller incremental effect.

Formula: NG_effect = base_NG_effect × (0.5 + 0.5 × CGT_discount / 50)

Stamp Duty Calculation

State-specific stamp duty is calculated using simplified graduated rate schedules from each state's revenue office. First home buyer exemptions and concessions are applied where applicable.

Interest Rate Sensitivity

Users can vary the mortgage interest rate (3.5% to 8.5%) to see how rate changes interact with price changes. Monthly mortgage payments and income needed for serviceability (at 30% of income) update in real time. The RBA cash rate was raised to 4.10% on 17 March 2026 (second consecutive 25bp hike), with typical variable mortgage rates around 6.3-6.7%.

Supply-Side Impact

The model estimates the effect on new housing construction and rents, calibrated to the Grattan Institute's estimate of approximately 10,000 fewer homes over 5 years (2,000/year) at a 25% discount level, with a rent impact of less than $1 per week.

Time-Series Projection

The model projects dwelling prices, affordability, and housing supply forward year-by-year over a user-configurable horizon (5–20 years). It runs two parallel simulations — one under current policy and one under the selected reform — to show how differences compound over time.

Each year in the simulation:

  1. Population grows by the user-selected Net Overseas Migration (NOM) per year.
  2. Dwelling demand is calculated from NOM and household size, combined with non-migration demand.
  3. Construction starts from the baseline (~177,000/yr) and incorporates the CGT reform's construction impact as it phases in over 5 years (Grattan approach).
  4. Dwelling stock grows by annual construction.
  5. Price growth each year combines income growth, the supply gap premium, and the phased-in CGT reform effect — using the same formula as the static model.
  6. Savings accumulate each year; the model identifies when cumulative savings reach the deposit required at that year's price.

Price Impact Calibration

CGT DiscountLower BoundCentralUpper BoundSource
50% (current)0%0%0%Baseline
25%-0.6%-1.0%-1.4%Grattan / Treasury range
0%-1.9%-3.2%-4.5%Treasury (combined), scaled

Key Assumptions (adjustable via sliders)

  • Typical investor marginal tax rate: 39%
  • Average holding period: 9 years (NSW Treasury median 8.8yr)
  • Deposit percentage: 20% (adjustable 5%-30%)
  • Annual household savings: $40,000 (adjustable $10K-$100K)
  • Median household income: $105,000
  • Default mortgage rate: 6.4% (adjustable 3.5%-8.5%)
  • Loan term: 30 years
  • Serviceability threshold: 30% of gross income
  • Net overseas migration: 306,000 (adjustable 0-500K)
  • Persons per dwelling: 2.5 (adjustable 2.0-3.0)
  • Projection horizon: 10 years (adjustable 5-20)
  • Price growth: derived from income growth + supply gap premium
  • Income growth: 3.0% p.a. (adjustable 0-6%) — ABS Wage Price Index long-run trend
  • Supply gap premium multiplier: 8.5 (calibrated to historical AU price growth ~6.5% vs income growth ~3%)

Remaining Limitations

  • Uses piecewise linear interpolation calibrated to published estimates, not a full general equilibrium model
  • Projection assumes constant annual NOM and construction capacity; real-world values fluctuate with economic cycles
  • Supply gap premium multiplier (8.5) is calibrated to historical averages; actual sensitivity may vary by market cycle
  • Supply-side estimates are scaled linearly from a single calibration point (Grattan, 25% discount)
  • Stamp duty schedules are simplified approximations; actual duty may vary
  • Does not model state-level land tax or planning regulation differences beyond stamp duty
  • Does not model foreign investment restrictions or their interaction with CGT reform
  • City-level investor shares are estimates derived from ABS lending patterns (confidence: moderate)
  • Phase-in timeline assumes linear adjustment; actual market adjustment may be front-loaded or delayed
  • Income growth is applied uniformly; actual household income varies by age, region, and occupation

ABS Total Value of Dwellings Dec 2025

Mean dwelling prices by state/territory. Released 10 March 2026.
abs.gov.au — Total Value of Dwellings, Dec 2025

State/TerritoryMean Dwelling PriceNo. of Dwellings
NSW$1,301,1003,484,300
VIC$933,1002,873,100
QLD$1,066,0002,310,200
SA$938,100832,600
WA$1,014,2001,194,700
TAS$703,800268,200
NT$580,00086,800
ACT$973,800196,600
Australia$1,074,70011,452,200

ABS Lending Indicators Dec 2025

Seasonally adjusted new loan commitments. Released 11 February 2026.
abs.gov.au — Lending Indicators, Dec 2025

CategoryNo. of LoansValue ($B)YoY Growth
First Home Buyers31,783$19.3B+9.1%
Investors60,445$43.0B+23.6%
Owner-Occupiers (total)88,990$65.3B
Total149,434

Research Calibration Points 2022-2025

SourceReformKey FindingVintageLink
Australian TreasuryFull CGT + NG reform-4.5% max price impact2025 AFR
Grattan InstituteCGT discount to 25%<1% price; +$6.5B rev; -10K homes/5yr2025 grattan.edu.au
e61 InstituteCGT discount to 33%+$2.85B revenue2025 e61.in
Warlters / NSW TreasuryHalve discount + remove NG+4.7pp owner-occupied share2022 Economic Record
McKell InstituteModest CGT adjustment~130,000 additional homes by 20302025 PDF
ACOSSCGT + NG reform$19.7B annual cost; 89% to top 20%2025 PDF

Stamp Duty Rates Mar 2026

Simplified stamp duty schedules by state with FHB exemptions.
money.com.au stamp duty calculator  |  FHB concessions guide

StateFHB ExemptionNotes
NSWExempt up to $800KConcession $800K-$1M
VICExempt up to $600KConcession $600K-$750K
QLDExempt up to $700KConcession $700K-$800K; new builds no cap (from May 2025)
SAExempt (new homes only)No value cap for new homes (from June 2024); existing homes: no concession
WAExempt up to $430KConcession to $530K
TAS50% discount under $600KMust be principal residence
NTAbolished for OOConditions apply
ACTExempt up to $607.5KNew homes only

Migration and Housing Demand 2024-25

MetricValueSource
Net overseas migration (2024-25)306,000ABS
Average household size~2.5 personsABS
Migration dwelling demand~122,400/yrDerived: NOM / household size (adjustable)
Total annual dwelling demand~223,000NHSAC 2025
Actual construction (2024)~177,000NHSAC 2025
Annual supply gap~46,000Demand minus construction (dynamic)
Cumulative shortfall (2022-24)179,287IPA
Housing Accord target1.2M (5yr)Treasury
Expected delivery938,000NHSAC forecast
Accord shortfall262,000NHSAC 2025
Migration-price elasticity1.0 (0.5–1.5)Tran & Faff (2023), Nature
Baseline population27,400,000ABS Population (Dec 2024)

Interest Rate Data Mar 2026

RBA cash rate: 4.10% (raised 17 March 2026, second consecutive 25bp hike). Typical variable mortgage rates: ~6.3-6.7%.
RBA Monetary Policy Decision, March 2026

Other Sources

Treasury TEIS 2024-25 — CGT discount cost ($19.7B)
ATO CGT Statistics 2022-23
PBO NG + CGT Discount Analysis
ABS Building Approvals, Jan 2026
CGT benefit distribution analysis (The Conversation / ACOSS)

CGT Discount Benefit Distribution

GroupShare of Benefits
Top 20% of income earners89%
Australians over 6052%
Australians aged 18-344%