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Showing 1 - 10 of 193 results for "Franking credits"

Solaris wins mandate from Mercer Investments

KARREN VERGARA  |  THURSDAY, 16 JUL 2026
... to tax-exempt entities, such as charities, endowments, and retirement phase superannuation, that can reclaim franking credits. The fund seeks to outperform its benchmark by utilising tax-effective strategies and employing a diverse mix of investment ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief, how excess franking credits should be treated and the ways to collect the minimum tax. The consultation period ends July 30. The change will apply a 30% ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... year. Based on its closing share price on July 7, the annualised dividend yield stands at 5.7%, or 8.1% including franking credits. The increase marks the eleventh consecutive annual dividend rise since Future Generation Australia listed in 2014. The ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... details of this policy, including the mechanism for collecting the minimum tax on trusts, how trustees use excess franking credits and details of rollover relief for restructuring. "These reforms will make the tax system fairer and more sustainable ...

Solaris prepares to launch LIC for income seekers

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... strategy as the Solaris Australian Equity Income Fund, which has delivered income of 8.36% per annum including franking credits, alongside a net total return of 10.89% per annum. "A key feature of the Solaris income strategy is its forward-looking approach ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... gains tax relief. The body is also worried about the potential for double taxing dividends and distributions with franking credits, as well as smaller super funds needing to pay on "notional" income with assets "that they have no beneficial ownership ...

Blackwattle launches fund, mandates Equity Trustees

RIDDHIMA TALWANI  |  WEDNESDAY, 28 JAN 2026
... can live on. "Our Equity Income Fund is built to generate resilient income, not chase it - combining dividends, franking credits and option premium income to target 6-12% p.a. while managing downside risk," Skinner said. The fund is managed by an investment ...

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... has warned the super tax overhaul would unfairly penalise retirement savings by mishandling the treatment of franking credits. In a joint submission between Charted Accountants Australia and New Zealand, CPA Australia, and the Institute of Public Accountants ...

Former First Sentier PMs join Blackwattle

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
... target Australian quality companies, aims to achieve a total income of 6% p.a. to 12% p.a. comprising dividends, franking credits and option premium income. Minbatiwala said that "we are energised to be joining the Blackwattle team and continuing to ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... stages of the cycle and across all market conditions. The fund also aims to produce a consistent income stream and franking credits for investors that grows with inflation. Ausbil chief executive Mark Knight said: "This milestone marks a significant ...
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