November
RBA underestimating risk of recession
Readers’ letters on interest rates; Future Fund investments; a fix for capital gains tax; the response to COVID-19; the influence of founders; data-driven investing; and the ghosts of Christmases past.
Changing CGT, negative gearing won’t help housing supply: Treasury
Treasury secretary Steven Kennedy says curbing the capital gains tax deduction would have more impact on lowering house prices than changes to negative gearing, but neither would help boost supply.
- Phillip Coorey and Hannah Wootton
October
Costello backs negative gearing: ‘It’s not a concession’
Both the former treasurer and Opposition Leader Peter Dutton say negative gearing should be upheld as a basic principle of our tax system.
- Campbell Kwan and Nick Lenaghan
‘Be careful what you wish for’ in property tax reform
Any benefit from falling house prices by curbing investor concessions may be short-lived. And there would be a price to pay, say property experts.
- Nick Lenaghan
Curtailing capital gains tax discount could raise $5b
While economists are mixed on negative gearing, almost all agree there is a strong case to review and scale back the 50 per cent CGT markdown.
- Michael Read
- Opinion
- Property market
We’re more nuanced on negative gearing than five years ago
Disadvantages for investors – and gains for aspiring owners – would be more modest than many expect, if Australia’s property tax regime changed.
- Robert Harley
How the ATO caught taxpayers cheating on ‘lifestyle’ assets
The Tax Office has provided The Australian Financial Review with exclusive details about some recent investigations.
- Duncan Hughes
Chalmers digs in on negative gearing advice
Treasurer Jim Chalmers again hedged when questioned if he had asked officials to model changes to tax concessions for property investors.
- Updated
- Tom McIlroy
September
PM yet to be convinced housing tax changes won’t hurt supply
The prime minister says Treasury is looking at ways to curb the use of negative gearing and capital gains tax, but it wasn’t his idea.
- Phillip Coorey
Inflation cools; PM targets negative gearing; Macquarie fined
Read everything that’s happened in the news so far today.
Albanese confirms negative gearing and CGT options under review
The prime minister says Treasury is looking at ways to curb their use, but refused to say whether it is at the federal government’s request.
- Phillip Coorey
August
Yachts, fine art and investment properties targeted by ATO
The ATO will use data from insurance and property management companies to cross-check taxpayer claims.
- Duncan Hughes
- Opinion
- Chanticleer
AirTrunk’s $20b auction the first big test of tax changes
The heat around the Macquarie-backed data centre group has so far papered over the questions raised by two tax changes – one legislated, one prospective.
- Anthony Macdonald
July
We inherited dad’s house in the UK – where to pay capital gains tax?
Sisters who moved countries find tax and administration penalties could eat into their inheritance.
June
Why you could be caught by the ‘wealth tax’ this year
Fast-rising wages and asset prices will leave more Australians facing Division 293 tax on their income and deciding whether to pay it from their super.
- Tom Richardson
How anyone can turn $5000 into more than $400,000
Building wealth can be simple if you stay disciplined. Here are six essential lessons for share investors.
- Tom Richardson
How to take the tax sting out of inheriting shares
Nearly $5 trillion will be passed on over the next decade. But advisers warn it’s easy to fumble a pricey portfolio if you’re not careful.
- Lucy Dean
- Opinion
- First-home buyers
Why Gen Z’s share portfolios should be free of capital gains tax
There’s little prospect of housing affordability improving, so the portfolios of young savers should get the same tax-free treatment as the family home.
- James Weir
May
- Opinion
- Chanticleer
Two things can be true in Perpetual’s shock break-up
Perpetual is trying to get shareholders to look strictly at the numbers in a bid to take emotion out of its break-up. KKR’s $2.2 billion of cash can’t hurt.
- Anthony Macdonald
- Opinion
- Investing
The investment shift that could undermine your wealth plan
Whether to invest for income or growth is not the right question to ask for those in or moving to retirement.
- Tim Mackay