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CAPITAL GAINS News & Analysis
Personal Finance
Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but...
Graham Hand | 27 March 2024
Personal Finance
Share investors need to take care when declaring capital gains and losses, being particularly mindful of the Australian Taxation Office's 'wash sale'...
Nicki Bourlioufas | 25 June 2023
Personal Finance
Financial advisers list some key actions investors can take before June 30 to minimise any hit from the taxman.
Nicki Bourlioufas | 28 June 2022
ETFs
Exchange-traded funds are popular for their tax efficiency, but investors got a nasty shock this post-covid tax season when several funds paid...
Emma Rapaport | 19 July 2021
Personal Finance
How one newbie trader got himself entangled with the taxman.
Alexandra Macqueen | 06 April 2021
Personal Finance
Make the most of another financial year-end with these top tips on reviewing your investment portfolio, including avoiding the ATO's wash sale...
Anthony Fensom | 17 June 2019
Personal Finance
There are fundamental differences in the way income is drawn from listed investment companies versus managed funds, explains Morningstar's Andrew...
Emma Rapaport | 03 June 2019
Markets
Housing affordability is a pivotal component of Labor's platform, which contains policies intended to further reduce house prices. Morningstar finds...
Morningstar Analysts | 17 May 2019
Retirement
You should pay careful attention to the timing of any SMSF asset sales, because regulatory changes can affect capital gains tax treatment, according...
Melanie Dunn | 26 September 2018