Australia Investment Tax Guides
10 guides on Capital gains, franking credits, crypto tax, negative gearing, and managed investments.
Australia Blue-Chip Dividend Stocks Guide (ASX Dividend Stocks, Franking Credits, Dividends vs Growth, DRP)
the blue-chip dividend stocks in Australia — the ASX dividend stocks, the franking credits system, the dividend vs growth investing, the dividend reinvestment plans (DRP), the tax treatment of the dividends.
Australia Capital Gains Tax Guide (CGT Discount, Main Residence, ATO Rules)
Australian Capital Gains Tax (CGT) — the 50% CGT discount for the individuals, the main residence exemption, the CGT on the shares and the property, the small business CGT concessions, the foreign resident CGT withholding, and the CGT events.
Australia Crypto Tax Guide (ATO Guidance, CGT on Crypto, Staking, Airdrops, Record Keeping)
Australian cryptocurrency taxation — the ATO guidance on the crypto assets, the CGT treatment of the crypto disposals, the taxation of the staking rewards, the airdrops, the DeFi transactions, the crypto mining, and the record-keeping requirements.
Australia ETFs Guide (Exchange Traded Funds, ASX ETFs, Tax Treatment, Dividends, CGT)
exchange traded funds in Australia — the ASX ETF market, the types of the ETFs (index, active, thematic, bond, currency), the tax treatment of the ETF distributions and the capital gains, the franking credits through the ETFs.
Australia Franking Credits Guide (Dividend Imputation System, Franking Credits Refund, Franking Percentage, Excess Credits)
the franking credits (the dividend imputation system) in Australia — the franking credits mechanism, the franking percentage, the grossed-up dividend calculation, the franking credit offset, the refund of the excess credits, the eligible companies.
Australia Investment Income Tax Guide (Dividends, Franking Credits, Interest, Capital Gains on Shares)
Australian investment income taxation — the dividends and the franking credits (the imputation system), the interest income, the capital gains on the shares and the ETFs, the investment expenses, and the tax-effective investment strategies.
Australia LICs and LITs Guide (Listed Investment Companies, Listed Investment Trusts, ASX, Tax)
the listed investment companies and the listed investment trusts in Australia — the LIC vs LIT structure, the ASX-listed vehicles, the tax treatment, the dividends and the capital gains, the premium and the discount to the NTA.
Australia Managed Investment Trusts Guide (MIT Tax Rules, AMIT Regime, Attribution Managed Investment Trusts, Fund Payments Tax)
the Managed Investment Trusts (MITs) and the Attribution Managed Investment Trusts (AMITs) in Australia — the MIT tax rules, the AMIT regime, the fund payments, the tax treatment of the distributions, the cost base adjustments.
Australia Negative Gearing Guide (Negative Gearing Property Tax Deductions, Investment Property Losses, CGT Implications)
the negative gearing in Australia — the negative gearing on the investment property, the rental property expenses and the deductions, the net rental loss and the tax offset, the CGT implications of the negatively geared property, the ATO rules and the limits.
Australia Private Credit Guide (Private Credit Funds, Direct Lending, Peer-to-Peer Lending, Tax Treatment)
the private credit investing in Australia — the private credit funds, the direct lending, the peer-to-peer lending platforms, the mortgage funds, the tax treatment of the interest income.