CAPITAL GAINS TAX

Financial planning

There are a few lessons to be learnt from high-profile family disputes, including that of Gina Rinehart, according to lawyer Bernie O’Sullivan....

image
Superannuation

The Financial Services Council (FSC) has welcomed legislation that supports fund mergers through an exemption on capital gains tax (CGT)....

image
Superannuation

Self-managed superannuation fund (SMSF) auditors will now be subject to a range of standards concerning their qualifications, competency and independence under the Supera...

image
Superannuation

Nick Ali explains the technicalities around asset disposal and potential capital gains tax implications....

image
Financial planning

The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...

image
Superannuation

The Association of Superannuation Funds of Australia (ASFA) has welcomed new legislation which it said would ultimately protect member balances during super fund mergers....

image
Financial planning

The Government has released exposure draft legislation on CGT relief for merging superannuation funds....

image
Superannuation

Assets constituting trading stock were once the exception to the rule, as they did not have to be treated according to the CGT provisions. DBA Lawyers' Bryce Figot and Na...

image
Superannuation

The asset segregation approach in volatile times could provide a number of tax benefits. The SMSF Academy’s Aaron Dunn explains....

image
Superannuation

The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....

image
Financial planning

Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....

image
Superannuation

SMSF trustees need to make sure there is enough liquidity in their funds to balance out 'lumpy' assets such as property to avoid a potential fire sale of assets if they p...

image
Financial planning

Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...

image
Superannuation

SMSF trustees need to take a closer look at their treatment of gains and losses with respect to trading stock affecting capital gains tax (CGT), following the recent pass...

image
Superannuation

ASFA has warned that the Government's inaction on CGT relief will be an impediment to its implementation of Stronger Super....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

1 day 17 hours ago
JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

2 days 14 hours ago
JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

2 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 4 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 4 weeks ago