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Showing 61 - 70 of 109 results for "CGT"

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 ...

Former Morningstar chief joins Sharesight

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... detailed performance information, automates most of the paperwork involved in a portfolio and provides easy to use income and CGT reporting." Bird was investments information and research business, Aspect Huntley, which Morningstar Inc acquired in 2006 ...

StatewideSuper to merge with Local Super

ALISON BEVEGE  |  MONDAY, 30 MAY 2011
... executive of Local Super, said 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 ...

Editor's Choice

Alternatives stable pushes Navigator assets higher

KARREN VERGARA  |   12:35PM
Ongoing volatility continues to bolster Navigator Global Investments' (NGI) performance as its stable of active, alternative strategies saw assets under management (AUM) jump to US$86 billion at the end of June.

CBA head of Australian economics steps down

ELIZA BAVIN  |   12:38PM
After 13 years, Commonwealth Bank's head of Australian economics is stepping down from the role.

Hostplus closes two investment options

ELIZA BAVIN  |   12:12PM
Hostplus plans to terminate two international shares investment options, effective 30 September 2025.

Prime Super bolsters investment team

ELIZABETH FRY
An Australian Retirement Trust investment professional has landed at Prime Super - the $8 billion fund for workers in agriculture, health and education.

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