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Browsing Tag

capital gains tax

12 posts
PPersonal finance
The Case for Holding VOO in Your Roth IRA
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The Case for Holding VOO in Your Roth IRA

  • June 22, 2026
Quick Read VOO’s 0.03% expense ratio and 1.2% yield save a $500,000 Roth investor roughly $900 annually in…
PPersonal finance
Superannuation tax break worth up to $167,500 about to close as new CGT changes retirement 'game plan'
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Superannuation tax break worth up to $167,500 about to close as new CGT changes retirement ‘game plan’

  • June 22, 2026
Max Proud has been making extra super contributions and hopes it’ll help set him up for the future.…
PPersonal finance
Centrelink exemption for millions to see more Aussie retirees seek pension to avoid CGT hit: 'Sharp divide'
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Centrelink exemption for millions to see more Aussie retirees seek pension to avoid CGT hit: ‘Sharp divide’

  • June 2, 2026
The government has exempted income support recipients, such as those on the Age Pension and JobSeeker, from the…
EEconomy
Young investors accept 'party had to end' but rethink financial plans after budget CGT reforms
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Young investors accept ‘party had to end’ but rethink financial plans after budget CGT reforms

  • May 19, 2026
Vanessa has a plan to get ahead financially: work hard, save carefully and invest early. The 28-year-old high…
EEntrepreneurship
Tech entrepreneurs warn removing CGT discount will be 'disastrous' for startups and small business
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Tech entrepreneurs warn removing CGT discount will be ‘disastrous’ for startups and small business

  • May 11, 2026
When Paul Bassat, the high-profile co-founder of job ad website Seek, warned on LinkedIn that the Albanese government’s…
EEconomy
Labor spending not to blame for soaring inflation: Chalmers
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Labor spending not to blame for soaring inflation: Chalmers

  • March 18, 2026
Jim Chalmers has defended Labor’s management of the economy after Sunrise host Nat Barr accused the government of…
PPersonal finance
ATO 'death tax' facing Aussies inheriting family home as $5.4 trillion wealth transfer looms
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ATO ‘death tax’ facing Aussies inheriting family home as $5.4 trillion wealth transfer looms

  • March 7, 2026
The ATO’s draft determination would mean people aren’t entitled to a capital gains tax exemption where their right…
PPersonal finance
Brits urged to do 1 thing with their money before November 26 Budget | Personal Finance | Finance
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Brits urged to do 1 thing with their money before November 26 Budget | Personal Finance | Finance

  • November 15, 2025
Brits have been urged to protect their savings after rising fears that Rachel Reeves‘ budget will launch a…
PPersonal finance
Fancy a £35,000 second income in retirement? Consider buying shares in an ISA
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Fancy a £35,000 second income in retirement? Consider buying shares in an ISA

  • October 14, 2025
Image source: Getty Images The Stocks and Shares ISA is an excellent way to target a large second…
MMarkets
Could Capital Gains Changes Finally Ease the Housing Shortage?
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Could Capital Gains Changes Finally Ease the Housing Shortage?

  • September 25, 2025
Democrats and Republicans both want changes to capital gains taxes on home sales. Now Moody’s shows how it…
PPersonal finance
'Cash cow' inheritance tax receipts edge higher as further changes loom
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‘Cash cow’ inheritance tax receipts edge higher as further changes loom

  • September 19, 2025
Friday 19 September 2025 11:49 am Share Facebook Share on Facebook X Share on Twitter LinkedIn Share on…
PPersonal finance
Just turned 40? Here’s how much you could have by retirement if you invest £500 a month via a SIPP
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Just turned 40? Here’s how much you could have by retirement if you invest £500 a month via a SIPP

  • August 18, 2025
Image source: Getty Images The Self-Invested Personal Pension (SIPP) is one of the best retirement preparation tools available…
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