Wednesday, 29 September 2021

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10 reasons wealthy homeowners shouldn't receive welfare Three all-time best tables for every adviser and investor The looming excess of housing and why prices will fall Five stocks that have worked well in our portfolios Survey responses on pension eligibility for wealthy homeowners

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Distributions

1-6 out of 6 results.

Warning about timing of investments in ETFs and trusts

Graham Hand
5 July 2021
6

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

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
8

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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Most viewed in recent weeks

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Graham Hand
15 September 2021

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

Romano Sala Tenna
18 August 2021

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Tim Toohey
1 September 2021

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Anthony Aboud
25 August 2021

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

Leisa Bell
22 September 2021

Let's make this clear again ... franking credits are fair

Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.

Jon Kalkman
25 August 2021

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