More level playing field for funds

Article Abstract:

A proposed change to Australian tax treatment of fixed trusts would take effect July 1, 2001, and would put managed fund investors in the same tax situation as those investing directly in shares of stock and other assets. Direct and indirect investors would still be treated somewhat differently with regard to capital gains tax (CGT).

Unit Trusts (Oil, etc), Other Financial Vehicles, Investment Offices, Mutual Fund Mgmt Companies, Portfolio Management, Trusts, Personal Investing, Management, Planning, Investments, Investment companies, Unit investment trusts, Mutual funds, Mutual fund industry

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Family trusts under Ralph

Article Abstract:

An analysis of of the capital gains concessions that investors who have set up family trusts under the so-called Ralph reforms can expect, is presented.

Trusts and trustees, Trustees, Trusts (Law)

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Cutting your losses

Article Abstract:

Tax benefits from capital losses such as selling securities are discussed. Australia's capital gains taxes are also explained.

Personal Taxes-Capital Gains, Taxation, Stocks, Column, Personal income tax

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