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TAX News & Analysis

3 cheap fully franked stocks
Personal Finance
3 cheap fully franked stocks
And how income investors can pay no net tax on dividends in 2024
Shani Jayamanne | 02 April 2024
Who needs the Caymans? 10 ways to avoid paying tax
Personal Finance
Who needs the Caymans? 10 ways to avoid paying tax
Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will...
Graham Hand | 25 March 2024
How your super will be taxed when you die
Personal Finance
How your super will be taxed when you die
The ins-and-outs of super taxation on death benefits. 
Shani Jayamanne | 25 March 2024
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 04 March 2024
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 13 January 2024
Minimising taxes as an investor
Personal Finance
Minimising taxes as an investor
Choosing to invest as an individual or within a company or trust has several tax consequences for investors.
Shani Jayamanne | 06 December 2023
Investing Compass: What return are you actually getting from shares?
Stocks
Investing Compass: What return are you actually getting from shares?
We break down each of the components of a total return to understand what you get at the end of your investment. 
Shani Jayamanne | 10 November 2023
New tax gives incentive to move money out of super
Retirement
New tax gives incentive to move money out of super
The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly...
Ashley Owen | 04 October 2023
Turning your tax return into financial independence
Personal Finance
Turning your tax return into financial independence
Wondering how you can make the most out of your 2022-2023 tax refund? We sit down with an investment specialist to discuss the options.
Shani Jayamanne | 29 June 2023
Avoid this expensive tax-time mistake
Personal Finance
Avoid this expensive tax-time mistake
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