Investment success contributor: taxation

Are negative gearing and capital gains tax discounts sustaining your investment success? The investment success contributor for a large number of ‘ordinary’ Australians, is found taxation legislation, supported by settled Case law, in two key areas: Negative gearing deduction; andCapital Gains Tax discounting. From an economic standpoint, housing affordability and first home owner participation (and the politicisation of these emotive issues), should in the main, be considered a distraction – [...]

By |2020-10-14T18:11:14+10:00February 5, 2018|Investment Strategies|0 Comments

Gearing wealth creation – capital gains

Wealth accumulation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments

Negative Gearing

What is negative gearing? Negative gearing occurs when the expenses associated with an investment, including interest on the money borrowed, are greater than the income derived from the investment. [Gearing itself simply refers to the act of borrowing money to invest.] Typical investment assets subject to negative gearing arrangements, are property (particularly rental property); and share portfolios. Satisfying this test means that you are making an income loss on the investment: [...]

By |2017-07-31T14:48:34+10:00January 14, 2010|Investment Strategies, Wealth Management|0 Comments

Negative Investment Returns

Negative investment returns will be a challenge for some and an opportunity for others. In this article we try to establish the point that markets operate with buyers and sellers, each making their decisions as to what to accumulate and what to dispose of - and when to make those moves - and in those actions we see that negative returns can present buying opportunities for a number of reasons. [...]

By |2020-02-20T11:06:52+10:00December 13, 2009|Wealth Management|0 Comments
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