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Portfolio note · Monday 11 May 2026

Portfolio — 11 May 2026

Tribune’s note

Treasurer Jim Chalmers delivered the 2026 Budget, framing it as the most responsible and ambitious in decades. The centrepiece is a $14.8 billion fuel security package — including a $3.2 billion fuel reserve and halved fuel excise — in direct response to the Middle East oil shock. Tax reform is the second major signal: the Budget restricts negative gearing to new builds, replaces the 50% CGT discount with inflation-adjusted indexation and a 30% minimum rate, and introduces a $250 Working Australians Tax Offset, pairing immediate cost-of-living relief with structural changes to the tax-housing nexus.

A $3.5 billion business tax package, $10.2 billion in annual compliance savings and $2 billion in housing infrastructure spending complete a Budget that threads fiscal consolidation through every major spending line.

Primary records (20)

The official records this note draws on — the raw primary documents themselves, as published.

MediaInterview with Anna Henderson, SBS World News, SBSJim ChalmersTuesday 12 May 2026MediaTax reform for workers, businesses and future generationsJim ChalmersTuesday 12 May 2026MediaMore homes and a fair go for first home buyersJim ChalmersTuesday 12 May 2026MediaInterview with James Willis, Money News, 2GBJim ChalmersTuesday 12 May 2026MediaDoorstop interview, Parliament House, CanberraJim ChalmersTuesday 12 May 2026MediaDelivering a Budget focused on resilience and reformJim ChalmersTuesday 12 May 2026MediaInterview with Melissa Clarke, AM, ABC Radio NationalJim ChalmersTuesday 12 May 2026MediaInterview with Kieran Gilbert, Sky NewsJim ChalmersTuesday 12 May 2026MediaResponsible economic and fiscal managementJim ChalmersTuesday 12 May 2026MediaStrengthening Australia's fuel resilienceJim ChalmersTuesday 12 May 2026MediaInterview with Sarah Ferguson, 7.30, ABCJim ChalmersTuesday 12 May 2026MediaTaking pressure off AustraliansJim ChalmersTuesday 12 May 2026MediaInterview with Ashleigh Raper, 10 News, Channel 10Jim ChalmersTuesday 12 May 2026MediaJoint press conference, CanberraJim ChalmersTuesday 12 May 2026MediaA Budget that backs innovation and investmentJim ChalmersTuesday 12 May 2026MediaInterview with Mark Riley, 7NEWS, Channel 7Jim ChalmersTuesday 12 May 2026Media2026–27 Budget speech, Parliament House, CanberraJim ChalmersTuesday 12 May 2026MediaBudget to boost productivity and cut regulatory costs by $10 billionJim ChalmersTuesday 12 May 2026MediaBacking small businesses with tax reliefJim ChalmersTuesday 12 May 2026MediaInterview with Charles Croucher, Nine News, Channel 9Jim ChalmersTuesday 12 May 2026