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CAPITAL GAINS News & Analysis

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
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 | 08 July 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 Abermethy | 30 May 2024
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
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
ETFs and tax explained: why 2021 was a capital gains headache for investors
ETFs
ETFs and tax explained: why 2021 was a capital gains headache for investors
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
Can you owe $800k tax on a profit of $45k?
Personal Finance
Can you owe $800k tax on a profit of $45k?
How one newbie trader got himself entangled with the taxman.
Alexandra Macqueen | 06 April 2021
4 ways to improve your portfolio before fiscal 2020
Personal Finance
4 ways to improve your portfolio before fiscal 2020
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
'Captive capital' key to understanding LIC dividends
Personal Finance
'Captive capital' key to understanding LIC dividends
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
Election2019: Labor housing policies not lethal, says Morningstar
Markets
Election2019: Labor housing policies not lethal, says Morningstar
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