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TAX LOSS SELLING 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 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
Your options when you inherit a house
Personal Finance
Your options when you inherit a house
Your inheritance will likely be a house. Here's what you can do.
Shani Jayamanne | 28 July 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 | 24 June 2023
The ultimate superannuation EOFY checklist 2023
Personal Finance
The ultimate superannuation EOFY checklist 2023
Now is the time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist.
Liam Shorte | 08 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 things to do during a bear market
Markets
5 things to do during a bear market
Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider.
Christine Benz | 04 July 2022
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
Filing a crypto tax return? 5 things to know
Personal Finance
Filing a crypto tax return? 5 things to know
The Australian Tax Office is cracking down on cryptocurrency this tax time, make sure your return is compliant.
Nicki Bourlioufas | 06 June 2022
Direct indexing is all the rage, but is it worthwhile?
ETFs
Direct indexing is all the rage, but is it worthwhile?
Today’s trend is direct indexing and seemingly every major company is on board.
John Rekenthaler | 14 April 2022