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Showing 131 - 140 of 141 results for "CGT"

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
In response to widespread concerns about CGT realisation when migrating funds, Aviva has announced that from tomorrow advisers will be able to transfer client investments from Navigator Access to the full-featured Navigator platform without triggering ...

ING OneAnswer launches new adviser fee choices

... Crucially, existing OneAnswer advisers can switch their clients to the Select option without incurring any capital gains tax (CGT). Company spokesman Stephen Sinclair said this solved one of the problems that advisers face when transitioning to the fee-for-service. ...

MLC pools developed and emerging markets portfolios

... that, the portfolio managers will consider holding the 'sale' of shares if it means investors can save on capital gains tax (CGT). "For example, if they want to sell a certain stock and it's only three weeks away from the gains being [50 per cent] exempt ...

Budget transitional arrangements for over 65s

ALEX DUNNIN  |  WEDNESDAY, 14 JUN 2006
... lose it' basis, while in a concession to small business owners, the Treasurer also confirmed that the cap would exclude the CGT exempt component from the sale of a small business. The Government is also proposing to allow people who are over 65 and no ...

Lonsdale launches into SMAs with Direct Portfolio

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... are a significant part of the investment mix," said chief executive officer, Mario Modica. ShareInvest is designed around a CGT and corporate action framework to optimise tax outcomes for those seeking more control of their investments. Modica said the ...

After tax is where returns are at: Navigator

HAMISH MADDEN  |  MONDAY, 22 MAY 2006
... per cent, a long way in front of the sample average of 31.5 per cent. In the sometimes painful area of capital gains tax (CGT), Navigator placed the BT Wholesale Australian Shares Fund at the top of the list, though Fechner noted CGT was often complex ...

Super Budget benefits all around: AXA

HAMISH MADDEN  |  THURSDAY, 11 MAY 2006
... relevant to planners who own their own advice business, changes detailed in the Budget mean that more persons could access the CGT benefits by becoming a "significant individual". "This will really improve succession planning. These changes will allow ...

Navigator Access admin platform launched

... for up to 15 extra months before tax becomes payable. In addition, the product also claims to minimize Capital Gains Tax (CGT) liabilities when selling or switching investments, as when it comes to selling investment holdings, it can enable financial ...

FPA welcomes tax law amendment bill

... welcomed the introduction of the Taxation Law Amendment Bill (No. 7) 2003 schedule 9 that aims to provide capital gains tax (CGT) roll-over relief for financial planning dealer groups. The Association said the bill would mean a potential saving up to ...

BT rolls out Partner Funds to retail market

... retail trails within a wholesale fund structure, which offers investors seamless access to researched managers and possible CGT advantages in the event an underlying fund manager is changed," Coombe said. The single-manager options are provided by: Alliance ...