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Showing 1 - 10 of 190 results for "Franking credits"

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 ...

Panic selling of SMSF assets 'totally unnecessary'

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
... shield against the new tax, remain a vital part of managing a fund's total tax burden," McDougall said. "Franking credits cannot reduce the Division 296 tax itself, but they can eliminate the 15% tax on assessable income for superannuants in accumulation ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... LEVR aims to compound the long-term growth of rising markets, offering the potential for amplified returns and franking credits. Given LEVR's gearing levels, it's a high to very high-risk fund with the potential for amplified losses in falling markets ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... will target the Reserve Bank of Australia's cash rate plus 2%, aiming to return over 6% per annum including franking credits. WMX is the ninth LIC in WAM's suite.
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