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CAPITAL GAINS News & Analysis

Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 14 February 2025
A checklist for valuing a share
Personal Finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
Mark Lamonica | 19 November 2024
A capital gains tax discount is legitimate but how much?
Personal Finance
A capital gains tax discount is legitimate but how much?
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 | 07 October 2024
Taxing unrealised super capital gains – is there a better idea?
Stocks
Taxing unrealised super capital gains – is there a better idea?
The efficacy and fairness of establishing an unrealised gains tax regime will hopefully be hotly debated at the next election. We need better ideas...
John Abernethy | 30 May 2024
Is value investing dead?
Markets
Is value investing dead?
Growth stocks have trounced value stocks again this year. There are many signs though that this trend may be set to reverse.
James Gruber | 24 July 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 | 24 June 2023
Why Australia is obsessed with housing
Personal Finance
Why Australia is obsessed with housing
Australia is arguably obsessed with property, seemingly more than most other countries. What drives this obsession and is it rational?
James Gruber | 01 June 2023
$5 million cap punishes 30 years of super saving
Retirement
$5 million cap punishes 30 years of super saving
A house bought 40 years ago is capital gains tax-free. So why should the person who decided to forego the extravagant home and invest in super be...
Graham Hand | 16 February 2023
Tax time demands action now
Personal Finance
Tax time demands action now
Financial advisers list some key actions investors can take before June 30 to minimise any hit from the taxman.
Nicki Bourlioufas | 28 June 2022
Investors hit jackpot as companies ride turnaround
Stocks
Investors hit jackpot as companies ride turnaround
Financial heavyweights, utilities and Telstra have delivered record shareholder returns as earnings rebound
Prashant Mehra | 13 August 2021