30 July 2026

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The strange effect of the 30% minimum capital gains tax Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Are you making these SMSF mistakes?Welcome to Firstlinks Edition 667 with weekend update

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Home / Portfolio Turnover

Portfolio Turnover

1-2 out of 2 results.

CGT reform and fund turnover: who really feels the impact?

Ethan Xing
15 July 2026
18
5

The implications of CGT reform are far and wide. As the 50% discount gives way to inflation indexation, turnover and return profiles may become critical drivers of after-tax performance. Some strategies face a far greater hit.

The benefits of low turnover for after-tax outcomes

David Bassanese
16 July 2015
1

In Australia, fund manager performance is most often assessed on pre-tax returns. But a low portfolio turnover can potentially provide better after-tax returns relative to a high turnover actively managed fund.

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