Skip to content Skip to sidebar Skip to footer

Newsletter

Education

Are The CGT and Negative Gearing Changes Another Kick In the Teeth For ASX REITs? Or Could (Some) Actually Benefit?

With the uproar about the CGT and Negative Gearing Changes outlined in last week's budget, you'd imagine the goalposts had been moved for good...and that's not inaccurate to say. For years, the debate around negative gearing and the capital gains tax discount has been a no-go zone. But given the Albanese government's large majority and iron-hard…

ByNick Sundich2 days ago

Are Discretionary Trusts Still Worth It for ASX Investors In A World Of Minimum 30% Distribution Taxes?

For decades, discretionary trusts have been one of the most popular investment structures for higher‑income Australians. They offered tax flexibility, asset protection and estate‑planning advantages in a way that direct ownership simply could not match. The ability to stream income to low‑tax family members, apply the 50% CGT discount at the trust level and manage…

ByNick SundichMay 15, 2026

Labor’s Radical CGT Changes: Here Are 11 Things That Will Change In ASX Investors’ Strategies to Minimise Tax

Labor's proposed CGT changes have triggered a wave of speculation about what investing will look like from 1 July 2027. The headline idea is simple enough: replace the current 50% CGT discount with inflation indexation and introduce a minimum 30% tax on real gains. The implications, however, are anything but simple. If enacted broadly as…

ByNick SundichMay 13, 2026

5 Of The Most Gruesome ASX Takeover Battles Between Private Equity Firms!

The bidding contest for oOh!media (ASX: OML) is shaping up to be another one of the several hotly contested ASX takeover battles. Just a couple of weeks after Pacific Equity Partners (PEP) launched an unsolicited A$747m bid (at $1.40 per share), I Squared Capital (ISQ) countered at A$770.6m (or $1.45 per share). The oOh!media board…

ByNick SundichMay 12, 2026

As AUSTRAC Turns Its Sights on Tabcorp: Here’s What You Need To Know About This Regulator That’s Won $2.5bn in Penalties!

Last week, investors learned that AUSTRAC has opened an enforcement investigation into Tabcorp (ASX: TAH). The announcement triggered a sharp market reaction, with Tabcorp falling more than 22% in a single session and shedding meaningful value at a time when the business was already navigating a difficult operating environment. The news caused serious concerns among…

ByNick SundichMay 11, 2026

Here’s How ASX Investors Should Prepare for CGT Changes And The Stocks That Could Become More Lucrative As a Result

For ASX investors, this 'tax time' is the most consequential in years. Australia’s capital gains tax regime is on the verge of its most consequential shift since the Howard government replaced cost‑base indexation with the 50% discount in 1999. As the Albanese government approaches the May 2026 budget under pressure on housing affordability, and with the…

ByNick SundichMay 8, 2026

Director Trades: Are they a good or bad sign? Here’s what investors should read into them

Director trades - either purchases or sales - are taken by investors as a sign of confidence (or a lack of confidence) in the company. The case study of Droneshield (ASX:DRO) depicted this. But Droneshield was an extreme example in that tens of millions of dollars of shares were sold. This extreme aside, investors may wonder…

ByNick SundichMay 7, 2026

How Can You Tell When To Sell A Stock? Here Are 5 Ways To Tell!

How can you tell when to sell a stock? We hope this article can help investors make a decision by providing a framework of questions to ask. It is a conundrum facing investors that if you don't sell a stock, you can make significant losses, but if you sell a stock too early, you run the…

ByNick SundichMay 6, 2026

Berkshire Hathaway Post-Warren Buffett: Radically Different Or More Of The Same? Here’s What We Learned From Its Shareholders Meeting

The annual Berkshire Hathaway stockholders meeting over the weekend all but confirmed what the investment conglomerate will look like Post-Warren Buffett. The answer is...not that different. The First Berkshire Hathaway Stockholders Meeting Post-Warren Buffett As soon as it was announced Buffett was retiring, the first meeting with Abel in charge was always going to be a…

ByNick SundichMay 4, 2026

Comment: Returning to The CGT Indexation Method For Shares Would Be Bad, But This 1 Thing Would Soften The Blow

Two weeks out from the budget and it seems that what will happen is that we will return to the CGT indexation method, and for all asset classes, not just property. If you want to raise revenue, it is a no brainer. But if you want to shift capital toward more productive uses, then this…

ByNick SundichApril 28, 2026

the Kick-ass Multipurpose WordPress Theme

Education

Are The CGT and Negative Gearing Changes Another Kick In the Teeth For ASX REITs? Or Could (Some) Actually Benefit?

Are Discretionary Trusts Still Worth It for ASX Investors In A World Of Minimum 30% Distribution Taxes?

Labor’s Radical CGT Changes: Here Are 11 Things That Will Change In ASX Investors’ Strategies to Minimise Tax

5 Of The Most Gruesome ASX Takeover Battles Between Private Equity Firms!

As AUSTRAC Turns Its Sights on Tabcorp: Here’s What You Need To Know About This Regulator That’s Won $2.5bn in Penalties!

Here’s How ASX Investors Should Prepare for CGT Changes And The Stocks That Could Become More Lucrative As a Result

Director Trades: Are they a good or bad sign? Here’s what investors should read into them

How Can You Tell When To Sell A Stock? Here Are 5 Ways To Tell!

Berkshire Hathaway Post-Warren Buffett: Radically Different Or More Of The Same? Here’s What We Learned From Its Shareholders Meeting

Comment: Returning to The CGT Indexation Method For Shares Would Be Bad, But This 1 Thing Would Soften The Blow

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Education

Stocks in Spotlight

Add Your Heading Text Here