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Showing 91 - 100 of 141 results for "CGT"

StatewideSuper, Local Super complete merger

BEN COLLINS  |  WEDNESDAY, 4 JUL 2012
... one that has been completed today would not have been possible without the federal government providing capital gains tax (CGT) relief upon merger. Statewide Super chief executive officer, John O'Flaherty, said that without the CGT relief, "The merger ...

AGEST merger put on hold

BEN COLLINS  |  FRIDAY, 29 JUN 2012
... until after December when a deferral of capital gains tax becomes legislation. The legislation will extend capital gains tax (CGT) rollover relief until 2017 for superannuation funds that will merge over the next five years, and is designed to enables ...

CGT relief paves way for super mergers

MELANIE TIMBRELL  |  TUESDAY, 24 APR 2012
... significant for the not-for-profit sector, where we know that many funds were trying to finalise mergers and that the lack of CGT relief was a roadblock," said Fiona Reynolds, chief executive of the Australian Institute of Superannuation Trustees. "This ...

Calls for CGT merger relief

ELISE BURGESS  |  FRIDAY, 13 APR 2012
... reforms, the Association of Superannuation Funds of Australia (ASFA) has argued that it is fitting for the Government to provide CGT merger relief through the transition period. "To date, the Government has yet to provide a statement on whether it will ...

AustralianSuper, AGEST reveal merger plans

ELISE BURGESS  |  WEDNESDAY, 14 DEC 2011
... in the best interests of our members, after all the costs and benefits are analysed" said Bowtell. AGEST has also requested CGT rollover relief and will continue to seek to preserve its deferred tax asset in the proposed merger. It is believed current ...

Doubt over CGT relief delaying fund mergers

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
... offset against future gains. While the Government has indicated that it will now consider applications for Capital Gains Tax (CGT) relief on a case-by-case basis, the industry says a more concrete policy is needed if mergers are to proceed before 1 July ...

Statewide and Local enter merger due diligence

ELISE BURGESS  |  THURSDAY, 13 OCT 2011
... Local Super, said in May that the funds had been hoping to merge by September 30 to take advantage of the Federal Government's CGT relief extension for merging funds, which would enable them to carry forward member's capital gains and losses without ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
... familiar enough with trust deeds or governing rules on SMSFs, such as the regulations on forfeiture clauses, insurances and CGT-related rules on SMSFs. "It is difficult to see how an adviser isn't leaving themselves open for potential legal action should ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... pension income on the death of the member. Trustees and advisers have been concerned about the potential for capital gains tax (CGT) liabilities to be imposed on the sale of real estate, especially since property held outside an SMSF and left to adult ...

BT Wrap launches new tax and trading tools

LOREN RUGEBREGT  |  TUESDAY, 5 JUL 2011
... gains will be introduced to facilitate more meaningful dialogue between advisers and accountants to better manage clients' CGT outcomes. "We have been working closely with advisers on these changes and the feedback we have already had is that this will ...

Editor's Choice

Munro completes GSFM acquisition

VINNY VUCAGO
Munro Partners has completed its acquisition of GSFM Funds Management, consolidating its Australian distribution and funds management operations as it enters a new phase of its partnership with Canadian investment manager CI Global Asset Management (CI GAM).

Perpetual awards OTC reporting mandate

MATTHEW WAI
Perpetual Corporate Trust has selected a service provider to provide independent reconciliation and oversight of over-the-counter derivative reporting across funds for which it acts as trustee and responsible entity.

ASIC issues serious and final warning on lead generation

VINNY VUCAGO
Financial advice licensees risk losing their licence if they fail to adequately oversee lead generation arrangements, the financial regulator has warned.

Drummond hires from Ascalon, HUB24

MATTHEW WAI
Drummond Capital Partners has expanded its national team with two senior appointments, following the launch of its tailored investment solutions last year.

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