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Showing 1 - 10 of 128 results for "CGT"

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... introduced what many describe as the most significant tax reforms in two decades, centred on proposed changes to Capital Gains Tax (CGT) rules, negative gearing, and the tax treatment of discretionary trusts. Against this backdrop, many advisers are ...

Cybersecurity, tech ETFs strongest performers in May

RIDDHIMA TALWANI  |  FRIDAY, 12 JUN 2026
... $350 billion for the first time. "Domestically, the 12 May federal budget was the major event. The proposed removal of the CGT discount for investments falls unevenly across vehicle types. Unlike direct portfolios and managed funds, ETFs can better manage ...

Investors pile into income ETFs amid upcoming tax changes

VINNY VUCAGO  |  FRIDAY, 12 JUN 2026
... investors are increasingly turning to income focused exchange traded funds (ETFs) as proposed changes to capital gains tax (CGT) sharpen the focus on after tax returns, according to new data from Global X ETFs. The ETF provider's latest monthly market ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... offer zero transaction costs in FX hedging when moving funds or unit classes and reduce costs or client capital gains tax (CGT) when implementing asset allocation recommendations. Commenting, JPMAM head of wholesale Mark Carlile said the mandate underscores ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... are at least 50% wholesale investors. Pointing to Treasurer Jim Chalmers' proposed overhaul of the capital gains tax (CGT) discount announced on Budget night, Inwood said that is perhaps "the best thing" the government can do for financial advice ...

Removing CGT discount on all assets will make tax system fairer: Chalmers

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
Treasurer Jim Chalmers said changes to the capital gains tax (CGT) is fundamentally about reducing distortions in the tax system as a whole and to introduce a more fair and neutral system in place of the current one. Speaking at the Bloomberg Forum ...

Structural reforms necessary despite global shocks: Chalmers

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... sustainable and helping to take the pressure off inflation. These objectives put focus on an overhaul of the capital gains tax (CGT) discount and negative gearing, tax on discretionary trusts to address intergenerational inequity, pushing for investment ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... cost-of-living relief, tax reforms and productivity improvement. The highly anticipated overhauls to the capital gains tax (CGT) discount and negative gearing, which aim to "level the playing field for first home buyers," captured much of wealth managers' ...

Chalmers overhauls negative gearing, CGT discount

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Treasurer Jim Chalmers has affirmed the highly anticipated overhauls to the capital gains tax (CGT) discount and negative gearing in a bid to "level the playing field for first home buyers." The 50% CGT discount will be replaced with inflation-adjusted ...

Calls for CGT, negative gearing reforms 'unanimous': Mulino

VINNY VUCAGO  |  TUESDAY, 12 MAY 2026
Assistant treasurer and minister for financial services Daniel Mulino said changes to capital gains tax (CGT) and negative gearing - which are expected to be outlined in tonight's Federal Budget' - came about after "unanimous calls" for reform ...
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