Wednesday, 5 August 2020

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Home / Distributions

Distributions

1-5 out of 5 results.

Warning about investing in unit trusts in June

Chris Cuffe
10 June 2020
3

Investing in unit trusts just before a distribution is paid may see a portion of your capital returned to you in the form of taxable income, which will be a poor outcome for your returns.

How 'bucket companies' work in family trusts

Some of our readers have said family trusts have little merit because of the tight limits on the amount that can be distributed to children paying low tax rates. But the use of bucket companies drives many of the structures.

ETFs a boon, but watch the tax treatment

Doug Morris
17 October 2018
7

ETFs are popular investment vehicles but can be complex for tax returns. The ATO classifies them as trusts, and investors, administrators and accountants need to know the details.

Warning about investing in unit trusts in June

Chris Cuffe
25 May 2017
4

Investing in unit trusts just before a distribution is paid may see a portion of your capital returned to you in the form of taxable income, which will be a poor outcome for your returns.

Watch your neighbour in managed funds

Graham Hand
10 September 2014
4

The actions of other investors in a managed fund can have a material impact on individuals in the fund. How much do you know about the realised and unrealised capital gains, franking credits or distributions of your fund?

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