ASX Stocks Most Exposed Before June 30
Every June, billions of dollars get sold on the ASX for tax reasons rather than business reasons. With the Australian financial year ending June 30, investors are clearly losing positions to offset gains taken elsewhere. The pressure usually peaks in the final two weeks before EOFY, pushing already-weak…
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ASX 200 Falls as Budget and DRO Hit Market
The S&P/ASX 200 closed Friday at 8,630.80, down 1.3% for the week and sitting at a five-week low. It was a choppy week pulled in three directions. The Federal Budget rewrote the rules on capital gains tax. DroneShield got hit with an ASIC probe. And on…
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…
ASX Investors Face New CGT Rules in 2027
From 1 July 2027, Australia's 50% capital gains tax discount disappears for good. In its place comes a system based on inflation indexation, plus a 30% minimum tax rate on real gains. For ASX investors sitting on profitable positions, this raises a question worth thinking through carefully:…
ASX Pre-1985 Shares Face New Tax Rules
If you bought ASX shares before 20 September 1985, you have lived through one of Australia's most generous tax breaks. Any profit you made on those shares was completely free of capital gains tax. That ends on 1 July 2027.
Under the 2026 federal budget, pre-1985 shares lose their…
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…
oOh!media Jumps as A$770m Bid War Heats Up
oOh!media (ASX:OML) jumped around 7% on Monday after I Squared Capital lobbed a fresh takeover offer at A$1.45 per share. That values the outdoor advertising group at roughly A$770 million and tops the A$1.40 per share offer from Pacific Equity Partners (PEP) made on 29 April. The…
Federal Budget 2026 CGT Changes for ASX Investors
The Federal Budget drops at 7:30 pm on Tuesday, 12 May. And one question is on every long-term ASX investor's mind this weekend: should you sell some shares before Treasurer Jim Chalmers stands up to speak? The 50% capital gains tax discount has been part of the…
ASX 200 Slides Despite Macquarie Profit Beat
Macquarie Group ( ASX:MQG) posted a record profit. The Reserve Bank signalled it may pause its rate hikes. And yet, the ASX 200 still closed 1.5% lower at 8,744.40 on Friday, wiping out Thursday's gains and finishing flat for the week. When the market sells off this hard…
The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.35% on Tuesday, the third consecutive hike of 2026 and a level not seen since late 2023. The decision was widely expected, but the vote was not. Eight of the nine board members backed the hike, with only one voting to…
